{"id":24667,"date":"2022-05-05T11:59:17","date_gmt":"2022-05-05T01:59:17","guid":{"rendered":"https:\/\/messagemedia.com\/au\/?post_type=blog&p=24667"},"modified":"2022-05-05T11:59:17","modified_gmt":"2022-05-05T01:59:17","slug":"marketing-tax-services-eofy-sms","status":"publish","type":"blog","link":"https:\/\/messagemedia.com\/au\/blog\/marketing-tax-services-eofy-sms\/","title":{"rendered":"Market your tax services using SMS this EOFY"},"content":{"rendered":"\n

Tax time. It\u2019s everyone\u2019s favourite month of the year, right? Well, it depends who you ask. For everyday taxpayers, it\u2019s typically feast or famine. For retailers, it\u2019s a great excuse for a sale. For accountants and tax professionals, it\u2019s time to roll up your sleeves and get to work. <\/p>\n\n\n\n

Whether you\u2019re a tax professional or a retailer, one thing\u2019s for sure. The end of the financial year (EOFY) opens up new opportunities to engage with your existing customers and lure new ones in.<\/p>\n\n\n\n

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<\/a>.)<\/p>\n\n\n\n

Promote your tax prep services with a timely EOFY reminder<\/h2>\n\n\n\n

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\u2019s attention and remind them to book an appointment with you.<\/p>\n\n\n

\n
\"Hi<\/figure>\n<\/div>\n\n\n
\n
<\/div>\n\n\n\n
\n

TEMPLATE<\/strong>:<\/p>\n\n\n\n

Hi there. Tax time is here again. Call us on [PHONE] or reply YES and we\u2019ll be in touch to set up a time. Text STOP to opt-out<\/p>\n<\/div>\n\n\n\n

<\/div>\n<\/div>\n\n\n\n

TOP TIP:<\/strong> Who doesn\u2019t procrastinate when it comes to doing their taxes? Set up automated reminders<\/a> 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.<\/p>\n\n\n\n

Make it easy as 1-2-3 for people to book an appointment<\/h2>\n\n\n\n

Help your clients book and confirm tax-time appointments straight from messages. It\u2019s all possible \u2013 and it\u2019s super easy \u2013 using two-way messaging and an integration with your calendar application.<\/p>\n\n\n

\n
\"Hi<\/figure>\n<\/div>\n\n\n
\n
\n

TEMPLATE:<\/strong><\/p>\n\n\n\n

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<\/p>\n<\/div>\n\n\n\n

\n

TEMPLATE:<\/strong><\/p>\n\n\n\n

Great, [NAME]. Choose your time from my schedule: [LINK] Speak soon!<\/p>\n<\/div>\n<\/div>\n\n\n\n

Then, once everything\u2019s locked in, send a reminder so you\u2019re not left hanging.<\/p>\n\n\n

\n
\"Hi<\/figure>\n<\/div>\n\n\n
\n
<\/div>\n\n\n\n
\n

TEMPLATE:<\/strong><\/p>\n\n\n\n

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.<\/p>\n<\/div>\n\n\n\n

<\/div>\n<\/div>\n\n\n\n

Chase up missing data and provide helpful updates<\/h2>\n\n\n\n

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.<\/p>\n\n\n

\n
\"Hi<\/figure>\n<\/div>\n\n\n
\n
<\/div>\n\n\n\n
\n

TEMPLATE:<\/strong><\/p>\n\n\n\n

Hi there [NAME]. We need some more info about your current status. Please fill out this short form: [LINK] Thanks.<\/p>\n<\/div>\n\n\n\n

<\/div>\n<\/div>\n\n\n\n

Integrate SMS into your accounting software<\/h2>\n\n\n\n

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 \u2013 saving your team time and hassle.<\/p>\n\n\n\n

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

Hit the ground running this tax-time<\/h2>\n\n\n\n

Keen to see how easy EOFY can be with SMS? Sign up for a MessageMedia account<\/a> and get 25 free SMS to kick things off.<\/p>\n","protected":false},"author":0,"featured_media":24669,"menu_order":68,"template":"page-blog-v2.php","meta":{"_acf_changed":false,"popular":false,"coming_soon":false,"link":"","footnotes":""},"blog_category":[38],"class_list":["post-24667","blog","type-blog","status-publish","has-post-thumbnail","hentry","blog_category-tips-tricks-hacks"],"acf":[],"yoast_head":"\nEOFY Marketing Tips Using SMS | MessageMedia Australia<\/title>\n<meta name=\"description\" content=\"Want to know how accountants and tax professionals save time and resources in the lead-up to EOFY? 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