Business Texting for TaxWise®

Grow Your Business with Personalized and Automated Texting

TaxWise now integrates directly with Textellent®, a service that can enable texting from your current office phone number.

With Textellent®, you can send relevant automated text messages to your clients based on their status. It allows you to set up two-way texting with your clients without having to use your personal cell number.

Textellent® can also help you manage clients more effectively by reducing unnecessary phone calls and missed emails while helping you build up your referrals and reviews. Here are some key benefits and features:

• Invite clients back based on prior year history
• Remind clients of missing paperwork
• Win back non-returning clients
• Notify clients when their returns are accepted (TaxWise® Online only)
• Alert taxpayers when their refunds are ready (TaxWise Online only)
• Automatically request referrals and reviews
• Send holiday and birthday greetings
• Share tax tips and promote other services

“It’s wonderful. It saves me 15–20 hours a week at least! I couldn't imagine how it could work any better with TaxWise than it already does.”

Kathy Hallford
Kathy’s Tax Service, LLC

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