SMS for Accounting & Tax Preparation

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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.

Red Oxygen, As Easy As 1-2-3

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 Red Oxygen, you can send SMS messages to your clients to keep them informed about their tax filing.

Get Started Today!
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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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Product Comparison

Red Oxygen’s
Solutions

Our products are available for Office, Outlook, Google, application programming interfaces (APIs) and spreadsheets.

Contact Red Oxygen
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Send SMS from Outlook

Works w/ Microsoft Outlook 2003-19 & the Microsoft 365 Outlook app

Office SMS
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Send SMS Using Microsoft 365

Use this add-on to send SMS through Outlook on a browser

Office365 SMS
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Send SMS From Gmail

Send SMS directly from your Gmail interface on a computer or smartphone

Gmail SMS
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Send Bulk SMS

Personalize, create templates and send them all at once

Bulk SMS
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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 SMS
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Send SMS from Microsoft 365

Use this add-on to send SMS through Outlook on a browser

OfficeSMS 365 (beta)
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Send SMS from Gmail

Text directly from your Gmail interface

Gmail SMS
  • Send SMS Through Email. Easy Peasy.

    Blue Office SMS logo

    Send SMS from Outlook

    Works w/ Microsoft Outlook 2003-19 & the Microsoft 365 Outlook app

    Office SMS
    Orange Office 365 SMS logo

    Send SMS Using Microsoft 365

    Use this add-on to send SMS through Outlook on a browser

    Office365 SMS
    Gmail SMS logo

    Send SMS From Gmail

    Send SMS directly from your Gmail interface on a computer or smartphone

    Gmail SMS
  • Sending Texts In Bulk?

    Bulk SMS logo

    Send Bulk SMS

    Personalize, create templates and send them all at once

    Bulk SMS
    API SMS logo

    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?

    Web SMS logo

    Send SMS through a browser

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

    Web SMS
    OfficeSMS 365 logo

    Send SMS from Microsoft 365

    Use this add-on to send SMS through Outlook on a browser

    OfficeSMS 365 (beta)
    Gmail SMS logo

    Send SMS from Gmail

    Text directly from your Gmail interface

    Gmail SMS

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Learn More About Business SMS Messaging for Tax Preparation

Red Oxygen 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 Red Oxygen. 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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