How CPAs Can Use Text Messages for Appointment Scheduling

Appointment Scheduling

Starting in the fall, tax firms and CPAs start gearing up for their busiest time: the upcoming tax season. Don’t waste time reaching out individually to remind your clients to book their tax prep sessions. Instead, use text message messaging campaigns to send reminders and scheduling links to your contact list. Clients get a jump start on their taxes, and you and your tax firm fill up your calendar with meaningful appointments. Everyone wins!

Why Send Text Messages Instead of Emails

  • 90% of text messages are read within the first three seconds
  • 98% of text messages are read in their entirety.
  • Emails sent by the finance industry have an average open rate of 40%.*, which is very high for emails, but still falls well below the text message engagement rate.

How to Send Your Tax Firm Client Text Messages

  1. Create a text (or email) campaign cadence from scratch, or use our Tax Prep template.
  2. Quickly text your contact list and include a booking link to schedule time with you.
  3. Once a client books time on your calendar (either via the booking link or directly through you), they are removed from the campaign sequence and added to the appropriate appointment reminder messages.

Bonus: Do clients have questions or documents to deliver ahead of their appointment? Stay connected with real-time, 2-way business texting designed for CPAs and tax firms.

Tax Prep Client Campaign Template

Not sure what to say? We’ve got you covered with our pre-built templates. We recommend sending multiple appointment scheduling messages to ensure you stay top-of-mind for your busy clients. How many times have you intended to respond to someone, only to promptly forget when a colleague stops you for a quick question or you run to grab something off the printer? Your clients are no different. For that reason, we created a three-touch tax preparation campaign. These three touches take place over a 20-day window to maximize your ROI. Here’s a sample of one tax firm client text message you could send today:

It’s already time to think about your 2019 tax filing! Let’s schedule some time to discuss your finances and create a plan that works for you. Book now: {{ campaign.booking_link }} reply ‘n’ to opt-out

Online Appointment Scheduling for Tax Firms

As you prepare for your busiest season, the last thing you need to waste time on is the countless administrative tasks involved with appointment scheduling and confirming your clients’ appointments. With online booking, you can customize things like appointment types, work hours, and add-to-calendar content to ensure you provide a customer experience that stands out. In other words, you can turn your calendar into a productivity machine rather than a time-suck.

online scheduling page for tax firms


Want to learn more about 2-way business texting for CPAs, online scheduling, and appointment reminders? Schedule a demo with our experts today!

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