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SMS Solutions for Tax Preparation Companies

Text messages are one of the most relevant communication methods available to businesses today. Other mediums like emails, letters and phone calls are easier to ignore, reducing their impact. As a result, SMS messaging strategies are valuable for tax preparation companies in reaching their customers and growing their businesses.

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Schedule a meeting with your tax prep agent today to take advantage of our early bird 10% discount.

Send Text Promotions for Your Services

Send Text Promotions for Your Services

Send promotional text messages to your customers to motivate them to use your company for help with their taxes. For example, your text message can advertise a discount on your services if they schedule the week they receive the message. These promotions are an easy way to gain new clients and recoup last year's clients.

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Jim, It's time to book your tax appointment! Reply here or schedule online at LKJtax.com/schedule.

Remind Your Clients of Their Appointments or Schedule New Ones

Remind Your Clients of Their Appointments or Schedule New Ones

Your clients need someone they can trust to help them with their finances. Let them know you'll help them through the upcoming tax season by encouraging them to schedule an appointment or remind them of one coming up. Missing appointments could mean missed revenue for you and your customers.

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Thanks for your question, Jill! We can confirm that is a valid tax deduction. Please make sure to bring those receipts with you for your upcoming appointment.

Answer Frequently Asked Questions About Taxes

Answer Frequently Asked Questions About Taxes

Your customers probably have a lot of questions, and you have a lot of answers but not much time.

FAQs can be asked and answered quickly by sending SMS. Less phone calls mean more time for you, with happy customers receiving answers quickly and conveniently.

book
Send Text Promotions for Your Services

Schedule a meeting with your tax prep agent today to take advantage of our early bird 10% discount.

Send promotional text messages to your customers to motivate them to use your company for help with their taxes. For example, your text message can advertise a discount on your services if they schedule the week they receive the message. These promotions are an easy way to gain new clients and recoup last year's clients.

calendar
Remind Your Clients of Their Appointments or Schedule New Ones

Jim, It's time to book your tax appointment! Reply here or schedule online at LKJtax.com/schedule.

Your clients need someone they can trust to help them with their finances. Let them know you'll help them through the upcoming tax season by encouraging them to schedule an appointment or remind them of one coming up. Missing appointments could mean missed revenue for you and your customers.

calendar
Answer Frequently Asked Questions About Taxes

Thanks for your question, Jill! We can confirm that is a valid tax deduction. Please make sure to bring those receipts with you for your upcoming appointment.

Your customers probably have a lot of questions, and you have a lot of answers but not much time.

FAQs can be asked and answered quickly by sending SMS. Less phone calls mean more time for you, with happy customers receiving answers quickly and conveniently.

Marketing Tax Services Has Never Been Easier

Tax preparation businesses, accounting firms and other companies that help clients prepare their taxes have no trouble staying busy during tax season. Your company may even be so busy that you don’t have time to reach out to previous clients or gain new leads.

Bulk text messages can help you with these efforts through sharing promotions, scheduling appointments and providing information about your financial services. With the software solutions from CompleteSMS, you can send SMS messages to your clients to keep them informed about their tax filing.

Book a Demo
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Partner Program

Our white-label micro-billing system lets us do the work for you.

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SMS Reliability

We can get your message out even if there's an SMS roadblock ahead.

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API Capabilities

Integrate your existing software with our SMS gateway API.

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Unlimited customer support

Phone, Chat or email, we're here for you...it's free too.

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Benefits of

Connection Icon Tax Preparation SMS Marketing

SMS for tax preparation services enables you:

  • Better communication with clients, resulting in higher retention rates
  • Grow your client base through automating the referral and review process
  • Streamlined appointment setting and reminders
  • More efficient communications—no more missed phone calls or time wasted leaving unanswered voicemails
Try for Free!
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For Accounting, Financing and Tax Preparation

We Have an SMS Solution for You

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Tax Appointment Confirmation SMS

Hi [NAME]! This is a reminder that your Tax Appointment is coming up on [DATE] at [TIME]. Reply YES to confirm. If you need to reschedule, reply with CANCEL.

Tax Reminder SMS

[Name], It's time to book your tax appointment! Reply here or schedule online at [Link].

Let's Get Started

SMS for Tax Preparation

Enhance engagement and save time by tapping into our collection of ready-to-use SMS templates.

SMS Templates

Product Comparison

Simplify Client Communication This Tax Season with CompleteSMS

CompleteSMS is designed to meet the specific needs of tax preparation professionals by streamlining communication with clients during the busiest times of year. Whether you’re chasing signatures, sending deadline alerts, or following up on missing paperwork, CompleteSMS helps you save time, reduce no-shows, and keep clients informed without clogging your personal phone.

Our products work the way you work, be that through your customer management software with our application programming interface (API) or email client, like Gmail or Outlook, CompleteSMS has your solution:

Contact CompleteSMS
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Send SMS from Classic or New Outlook

Send from Outlook - web, app and mobile versions

Microsoft 365 Outlook Add-in
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Send SMS From Gmail

Send SMS directly from your Gmail interface or smartphone app

Gmail Add-on
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Send bulk SMS

Personalize, create templates and send them all at once from a csv

Send in Bulk
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Connect with our API to send SMS

Configure our API with your existing software or CRM

SMS Gateway API
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Send SMS through a browser

Log in from any device through any browser. No installation required.

Web Portal
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Send SMS from New Outlook on 365

Use this add-on to send SMS through New Outlook from 365

Outlook Add-in
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Send SMS from Gmail

Send SMS directly from your Gmail interface or smartphone app

Gmail Add-on
  • Send SMS Through Email. Easy Peasy.

    Classic and New Microsoft 365 Outlook logos

    Send SMS from Classic or New Outlook

    Send from Outlook - web, app and mobile versions

    Microsoft 365 Outlook Add-in
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    Send SMS From Gmail

    Send SMS directly from your Gmail interface or smartphone app

    Gmail Add-on
  • Sending Texts In Bulk?

    Send bulk SMS

    Personalize, create templates and send them all at once from a csv

    Send in Bulk

    Connect with our API to send SMS

    Configure our API with your existing software or CRM

    SMS Gateway API
  • Never Want to Leave Your Browser?

    Send SMS through a browser

    Log in from any device through any browser. No installation required.

    Web Portal
    outlook logo

    Send SMS from New Outlook on 365

    Use this add-on to send SMS through New Outlook from 365

    Outlook Add-in
    gmail logo

    Send SMS from Gmail

    Send SMS directly from your Gmail interface or smartphone app

    Gmail Add-on
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In the press article

How to Use Text Messages to Update Clients and Customers

High read rates and ease-of-use make text messages ideal for communication between manufacturers, clients and customers.
Continue Reading>>

Read More In Press Articles!
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Learn More About Business SMS Messaging for Tax Preparation

CompleteSMS helps the tax preparation industry communicate with their clients better and enjoy business growth. We have software solutions for sending one-on-one or bulk text messages, either way having the benefit of two-way communications. Review our capabilities to learn more about the different ways you can connect with your clients and employees.

Use your preferred software to send text messages with CompleteSMS. Claim your free trial to see how SMS messaging will benefit your tax preparation business. Contact us with any questions you have.

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