Text marketing for finance SMS finance and tax

New clients will check to see if your accountants are dependable and timely—and the first place they’ll go is your reviews. Our support team can identify which numbers are mobile vs. landline in your spreadsheet—so you know which clients you still need to contact for their cell phone numbers. From there, email those clients to ask for their numbers, or send out a general email asking all clients who have not yet shared their mobile number to do so. We’ve created this playbook to show you the best ways to save more time, decrease workflow, and increase your bottom line with text messaging.

Taxes

If you’re 100K-500K in revenue (or a pre-revenue startup with over 1MM in funding) and looking to tighten up your business finances, we’ve got you covered. We provide cash flow management and accounting services to start-ups and small businesses. No matter where you are with your bookkeeping needs, we can help!

Why Use Text Messaging for Accounting and Billing

(We’re biased, but we’re not the only ones singing the praises of SMS). Mass Texting gives your CPA firm the power to reach everyone at once. You can also download and print message threads and files from Text Request in case you need to add them elsewhere or keep physical copies. Don’t be so busy figuring out your clients’ finances that you forget about your own. Set up Payments, and never worry about tracking who owes what when.

WHAT WE OFFER

There are various ways professionals in the accounting industry can utilise SMS technology to improve their business operations. Technology continues to become more versatile, which means you can use it in multiple ways throughout the day. SMS boosts your productivity and provides better service to your clients. We don’t send random bills for services you didn’t know you were incurring.

Text marketing for finance templates

Templates are also useful for points we’ll discuss later on, like seasonal reminders, typical onboarding questions, announcements, and links to new policy changes. The more positive online reviews you have, the higher you rank in search results and increase your chances of beating out competitors. Get listed on Google Business and Facebook to start, so you can connect your page to Text Request later and earn more online reviews through text. We have integrations for each of these software—so you can focus on your clients, not syncing data.

What Customers Are Saying About Trumpia

We can set up a filing system to keep you organized after we have left. Get your time back and keep helping your clients while we crunch the numbers and maintain your books up-to-date. We will work with your team to find and implement standardized processes that fit your specific firm’s needs. Now, companies are connecting with leads in seconds because texting is convenient, fast, and affordable.

A specialty accounting firm located on the internet, but physically based in NY. If you’ve tried reconciling your own trust, client and bank ledgers, you know how time consuming and difficult a process it can be. We’ll ensure that all ledgers match perfectly and are up-to-date.

Money makes the world go ‘round, and your clients rely on you to keep them up to date on the state of their funds. SMS newsletters can also be a way to regularly sms bookkeeping get out updates from the IRS or other major entities. Send these updates out in conjunction with your email newsletters to maximize visibility.

• We strongly believe that leveraging technology is key to a law firm’s success.
• Set up Payments, and never worry about tracking who owes what when.
• We’ll cover how Contact Tags can help with this hand-off process in a bit.
• Do you need someone to come to your office and pay your bills weekly and keep the books straight?

Rest easy knowing that your trust ledgers are always reconciled. Next, we’ll give you a picture of text marketing for finance in action. The reality is that money can be a source of stress and anxiety for people, especially during tax season or during a recession. If you think it’s harder to reach clients these days, you’re not imagining things. Clients will be able to see exactly what you’re talking about, as well as point out specific sections in paperwork or format they need help on. They can also send you photos of documents or PDFs they’ve downloaded on their phones.