Last Chance Offer to Use Texting for Tax Season 2024
- Get a $100 off your subscription to Textellent*
- Get a Free text blast to clients that have incomplete returns
- Get a free 2 week trial
*For new customers only. Must have account activated by March 23. Text blast for up to 1000 clients.
OFFER WILL BE APPLIED AUTOMATICALLY DURING YOUR ACTIVATION CALL.
Grow and Streamline Your Practice in the 2024 Tax Season with Textellent’s Texting Solution for Tax Pros
✔︎ Works Directly with your Tax Software
✔︎ Automated Campaigns designed for Tax Pros
✔︎ Effortless Client Communications
✔︎ Automated Templates that remind clients to:
– Start their taxes
– Provide missing paperwork
– Offer referrals
– Provide good reviews
– And More
Bring Clients Back Through the Door and Surpass the Competition
Streamline client communication with automated text campaigns and scheduling tools designed for Tax Professionals.
Invite Clients Back Automatically using our PY (previous-year) invite campaign. Textellent leverages the information from your tax software to identify the optimal moment for sending a personalized text invitation to clients for their tax return, taking into account their previous year’s visit.
For instance, clients who usually come in April may prefer not to be reminded in February. By utilizing the data from your tax software, Textellent automates this outreach
Win Back Lost Clients with a special offer. Automatically send a special offer to clients who have not scheduled with you yet this Tax Season. Using the date of your client’s last visit, this campaign is fired so you can win your client back and keep your retention rate high.
Automate Communication Check-Points & Appointment Scheduling
Streamline client communication with automated text campaigns and scheduling tools designed for Tax Professionals.
Simplify the booking process and maximize client interactions by syncing personal and business calendars.
Text links empower clients to self-book, optimizing your appointment availability.
Utilize our Tax Text Campaign to rebook missed appointments swiftly. Clients receive immediate text reminders with a link to their calendars for rescheduling. This proactive approach minimizes the negative impact of missed appointments on cash flow.
Customize messages with personalization fields and use automated campaigns for deadline reminders, appointment notifications, and promotional offers. Keep clients consistently informed to ensure they never miss important deadlines or events.
Increase Reviews, Referrals, & Customer Loyalty this Tax Season
Save time and keep clients informed by sending filing and status updates through our automated SMS Tools for Tax Professionals.
Instantly communicate tax return and refund statuses, reducing call volumes and enabling preparers to focus on completing returns efficiently. Unlock more time in your schedule to serve a broader client base.
Automate 5-star reviews with Textellent’s business-texting service. Once a tax return is done, it sends a thank-you message asking for a review, accompanied by a subtle 5-star image. Clients report a 300-400% increase in reviews, enhancing SEO rankings.
Boost referrals without relying on word-of-mouth. Send a text blast expressing appreciation to clients and offer a discount coupon for successful referrals. Tax Professionals using our texting service have seen a 10-20% increase in referrals.
We work with all Major Tax Preparation Software
Start Texting Today
Take advantage of the best texting service for Tax Pros – before your competition does!
“My office saves 15-20 hrs a week since we don’t have call to remind clients of their appointments anymore; also we save time in that clients can book their own appointments via the bookmeatime feature.”
Kathy’s Tax Service, LLC
“This is best thing for my business has grown by more than 30% because of the follow ups done by Textellent to set appointments return to get tax work done and Textellent has made my clients more loyal and engaged and save me hours of phone calls that use to go unanswered without the use of Textellent.”
Clarence A W.
“We got so many referrals using text marketing we had to turn the feature off — we couldn’t keep up!”
Jennifer McCarney, Co-owner D&J