Tax firms and CPAs are gearing up for their busiest time: 2019 tax season. Don’t waste time reaching out individually to remind your clients to book their tax prep sessions. Instead, use text message scheduling campaigns to send reminders and scheduling links to your contact list. Clients get a jump start on their 2019 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 3 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 actually 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 send a text message to 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.

Tax Prep Client Campaign Template

Not sure what to say? We’ve got you covered with our pre-built templates. We recommend sending more than one communication to make sure 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 3-touch tax preparation campaign. Those 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 get some time on the calendar to discuss your finances and create a plan that works for you. Book now: {{ campaign.booking_link }} reply ‘n’ to opt-out

Online Scheduling for Tax Firms

As you prepare for your busiest season, the last thing you need to waste time on are the countless administrative tasks involved with scheduling and confirming your clients’ appointments. With online booking, you can customize things like appointment types, work hours, and add-to-calendar content to make sure you are providing 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 tax firm client text messages, appointment reminders and online scheduling? Schedule a demo with our experts today!

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