Few people look forward to the hustle and bustle tax season more than CPAs, and a landline texting service can make it easier to connect with clients and juggle the onslaught of appointments.
Landline texting allows any CPA to text clients from his or her main business phone number without needing to purchase additional equipment or add a new phone line. Simply use a business texting platform such as Text My Main Number to use your landline or main business phone number to send and receive text messages.
Statistics show that most consumers prefer texting over other forms of communication, including phone calls and emails. With a business SMS plan, CPAs can add an extra layer of convenience for their customers as well as an additional tool to improve your office workflow during the hectic tax season.
In this post, we’ll talk about how CPAs and other tax professionals can adopt texting and use it to their advantage.
Texting frees up time for your business
Have you ever wondered how much time you and your staff spend talking on the phone, confirming appointments, and answering client questions day in and day out?
CPAs can probably understand how that time can add up. Finding realistic ways to reduce the time spent on the phone means there’s more time to grow the business, follow up with valuable clients, or take some time off to relax.
Texting gives you back the time you’d otherwise spend talking on the phone with chatty clients or leaving countless voicemails.
You can simply use your mobile device or computer to send and read text messages through your business’s main phone number. Check messages when you’re between meetings, grabbing coffee, or taking a walk. Since you can connect to texting platforms on any approved mobile device, you can step away from your office for a quick walk or to grab lunch with a client and not miss a message.
It’s also easy to set up bulk, automated text messages to confirm appointments, send reminders, and say thank you. It’s also a good way to nudge your clients early on in tax season to get their filings in so you’re not left with a mountain of work just before the deadline.
If you tend to receive the same questions, you can set up auto-replies based on specific keywords, create and save message templates, or set multi-automated replies with Text My Main Number’s intuitive Integrated Text Response feature that helps you collect data for your business.
CPAs can get their filings in sooner
One of the most challenging parts of tax season is running down clients for information they lost or didn’t send to you or your office. This not only eats up time, but it can also be easily forgotten about in the flurry of tax filings you need to keep track of.
Landline texting makes it easy to send a quick message to a client’s mobile phone to remind them to send over a picture of a document over the phone or answer a quick question via text message.
Easily separate business and personal texts
Handing out your personal cell phone number to clients may be tempting. You want to be easily reachable in case of an emergency, but you are also giving up a little bit of your privacy. Plus, it makes it more difficult to unplug from work if you constantly see text messages from clients rolling in over the weekend or during a vacation.
A business texting plan helps you keep personal and business messages separate by directing text messages to your company’s main phone number rather than your personal cell phone. If you want to check your messages while you’re away from the office, simply log in to your business text messaging platform from any mobile device or computer.
Text messages keep your schedule manageable
It’s easy for CPAs to start to feel overwhelmed during tax season. With so many appointments and filing deadlines to remember, it can easily turn into a springtime scheduling nightmare.
Business texting allows CPAs to keep a written record of appointments, client questions, re-bookings, and more all on one convenient digital platform. It’s no longer a problem if you and your staff members are away from their desks when a client confirms or changes an appointment. Text messages are saved for later viewing, so you can easily refer back to the message later and make any necessary changes to your calendar.
Texting cuts down on annoying emails
What’s worse than waking up in the morning to 20 unheard voicemails? How about 2,000 unread emails.
Everyone’s email inbox gets cluttered up after a while with messages that range from urgent to unfiltered junk. During tax season, a CPA’s email inbox is a disaster zone.
You can cut down on those annoying emails by encouraging your clients to text your main number when they want to get ahold of you. There are fewer texts to sort through every day, so you can easily see what you need to know and move on with your busy day.
You’ll attract and retain valuable clients
Young people today have gotten accustomed to doing their business digitally rather than over the phone, whether or not that’s for the best. Offering an option for clients to text your main company number makes your service more appealing to those folks who would rather skip the phone call to set up an appointment.
Clients can simply save your number in their mobile phones and have it on hand whenever they need to speak to their CPA or make an appointment.
To learn more about Text My Main Number and our business texting services, visit our website where you can also reach out to our amazing customer support team or request a free demo.
0 Comment