Need help? Call or text Textellent at 972-200-7250.

Grow Your Business with Personalized & Automated Texting

Did you know that 99% of text messages are read within 90 seconds? With Textellent - integrated with TaxWise, you can text-enable your current office phone numbers for two-way texting with your clients, and to send automatic, yet personalized text messages:

  • Invite prior year clients back to the office
  • Remind clients of missing paperwork
  • Win back non-returning clients with promotional offers
  • Notify clients when their returns are accepted
  • Alert taxpayers when their refunds are ready
  • Request referrals and reviews
  • Send holiday and birthday greetings
  • Share tax tips and promote other services

TaxWise customers can take advantage of a 10% discount on monthly plans, or 25% on annual Textellent subscriptions

Activate Your 30-Day Free Trial

"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.

Read Her Story

Join a Live Demo

Texting for TaxWise

MON-SAT

Multiple Times

30-min webinar

Register Here

Save Up To 25%

Special TaxWise Discount

Apply a 10% discount to monthly,

or 25% to annual subscriptions.

 

Includes $50-$100 Text Blast Credit

Price Calculator

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Texting for TaxWise

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30-min webinar

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How to get started? 
Getting started is as easy as 1-2-3!

Text messaging with your clients via Textellent is available with your TaxWise 2019. Follow these 3 simple steps to enable Textellent after activating your 14-day free trial:

  1. Submit the Free Trial registration form and choose a date/time for your activation training call (one-on-one appointments are available daily). 
  2. After completing the registration form, you'll receive an email from Textellent with your login credentials (username and password). This email will provide steps on how to access the "Best Practices" section with brief helpful videos on different topics like "Quick Start", "Service Overview", "Setting up text campaigns", etc.
  3. Attend your activation training call or contact Textellent to connect your newly-created account with your TaxWise 2019 and get started right away.

TaxWise Online users can access their Textellent account directly from the Textellent tab in TaxWise Online:

  • Log in to TaxWise Online and click the "Textellent" tab.
  • Click "here" to login to Textellent.
  • Click "Connect" > Enter your Textellent login credentials; then, click "Login".
  • During your 1:1 activation call, the Textellent Client Success Team will show you how to sync your clients' contact information with Textellent.

TaxWise Desktop users can access their Textellent account via the Online Login at www.textellent.com > "Client Login": 

  • One-time setup for each tax year: Copy your security code from your Textellent account under "Management Options" > "Offices" > "Edit" and paste it in TaxWise Desktop under "Tools" > "Utilities/Setup Assistant" > "Setup" > "Setup Assistant" > "Office Information" > "Textellent". Click "Save and Close". 
  • Now you can upload your client list to Textellent without leaving TaxWise, by a single click under "Communication" > "Send Data to Textellent". You will need to be logged in as Admin in TaxWise.

Please note: It is recommended that you attend your personalized training activation call with a Textellent Specialist for a detailed walk-through of these steps and more. 

Need help?

Call or text Textellent: 972-200-7250
Email: care@textellent.com
 
Textellent Support Hours:
Mon-Fri (9 am to 7 pm CT / 10 am to 8 pm ET) 

 

Activate Your 14-Day Free Trial

"80% of my clients booked their own appointments via the text campaign... saved me at least 60 hours!"

Carole Sanchez, Central Valley Tax Services.

Read The Case Study