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Market your tax services using SMS this EOFY

Tax time. It’s everyone’s favourite month of the year, right? Well, it depends who you ask. For everyday taxpayers, it’s typically feast or famine. For retailers, it’s a great excuse for a sale. For accountants and tax professionals, it’s time to roll up your sleeves and get to work. 

Whether you’re a tax professional or a retailer, one thing’s for sure. The end of the financial year (EOFY) opens up new opportunities to engage with your existing customers and lure new ones in.

And the easiest, fastest, and most cost-effective way to do so? Three letters: SMS. Here, we look at some examples of how accountants and tax professionals can use text messaging when marketing tax services. (For retail EOFY sales inspo, check out these great sales templates.)

Promote your tax prep services with a timely EOFY reminder

Get a head-start on your competitors by sending out an SMS to your tax clients about a month out from June 30. SMS is a great way to grab people’s attention and remind them to book an appointment with you.

Hi there. Tax time is here again. Call us on 0491 570 156 or reply YES and we’ll be in touch to set up a time. Text STOP to opt-out.

TEMPLATE:

Hi there. Tax time is here again. Call us on [PHONE] or reply YES and we’ll be in touch to set up a time. Text STOP to opt-out

Top tip

Who doesn’t procrastinate when it comes to doing their taxes? Set up automated reminders for each week in June to keep your tax business top of mind. It could encourage more people to lock in an appointment with you.

Make it easy as 1-2-3 for people to book an appointment

Help your clients book and confirm tax-time appointments straight from messages. It’s all possible – and it’s super easy – using two-way messaging and an integration with your calendar application.

Hi there Laura, did you want to set up a tax return appointment? Reply YES or REMIND to come back in a week. Text STOP to opt out

YES

Great, Laura. Choose your time from my schedule: https://nxt.to/123123 Speak soon!

TEMPLATE:

Hi there [NAME], did you want to set up a tax return appointment? Reply YES or REMIND to come back in a week.
Text STOP to opt out

TEMPLATE:

Great, [NAME]. Choose your time from my schedule: [LINK] Speak soon!

Then, once everything’s locked in, send a reminder so you’re not left hanging.

Hi Caleb, this is your friendly reminder of your tax appointment with Mr Rowan on 12 June at 2:30. Please let us know if you are unable to make it.

TEMPLATE:

Hi [NAME], this is your friendly reminder of your tax appointment with [ACCOUNTANT] on [DATE] at [TIME]. Please let us know if you are unable to make it.

Chase up missing data and provide helpful updates

How much time does your team spend on follow-up phone calls after tax-time appointments? If you need to chase missing information, get a signature, or update a client on their tax return, SMS is a fast, cost-effective option.

Hi there Chris. We need some more info about your current status. Please fill out this short form: https://nxt.to/321321 Thanks.

TEMPLATE:

Hi there [NAME]. We need some more info about your current status. Please fill out this short form: [LINK] Thanks.

Integrate SMS into your accounting software

When it comes time to bill your clients for all your hard work this EOFY, streamline the process by integrating SMS with your accounting software. This way, you can automatically send SMS reminders and receipts to clients – saving your team time and hassle.

MessageMedia integrates with Quickbooks, Xero, and many other tax and accounting platforms. Check them out in our integrations marketplace or explore 2,500+ more integrations through a connector platform like Zapier.

Hit the ground running this tax-time

Keen to see how easy EOFY can be with SMS? Sign up for a MessageMedia account and get 25 free SMS to kick things off.