TEXTING FOR ACCOUNTANTS

Text from Your Computer

SMS software to connect with clients for scheduling, advice, document sharing, and more to move your firm forward.

TEXTING FOR ACCOUNTANTS

Text from Your Computer

SMS software to connect with clients for scheduling, advice, document sharing, and more to move your firm forward.

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It’s amazing to send a message at 7 a.m. and get an immediate response, when we normally wouldn’t hear back for days over email.”
Christine Brown, Marketing Manager
Brown’s Insurance Agency

Accounting Solutions

The platform you need to get clients’ attention, provide top tier service, stay secure, and create work-life balance.

Messaging you and your clients can count on.

Conversations.
Text back-and-forth with clients securely from your office phone number on your computer or through our mobile app.
SMS Marketing.
Reach all or a segment of your contacts at once about deadlines, reminders, changing office hours, promotions, and everything else.
Appointment Scheduling.
Replace unanswered phone calls and voicemail with text messages to set meetings and make sure docs are submitted before deadlines.
MMS Messaging.
Send and receive pictures and PDFs to share important files and invoices, and to receive documents from clients.

Product Highlights

Tools that actually make life easier. View all product features

Payments

Make getting paid the easiest part of your job with full-functioning SMS payments. Handle invoices, reminders, and payment processing through text.

REVIEWS

Connect your Google and Facebook business profiles. Request, track, and reply to reviews entirely from Text Request, so you can get more reviews and win more customers.

Accountant Resources

Assets to grow your business.
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Playbook

Check out our CPA Text Messaging playbook, the step-by-step guide to successfully implementing texting throughout your firm.
Text Message Templates and Examples

Templates

Need to text but not sure what to say? We’ve got message templates for all your most important communications.
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Expertise

Our 5-star rated subject matter experts are on hand to talk about your goals and needs.

Let’s grow your business!
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I love that Text Request’s SMS Chat gives potential clients a way to contact me directly from my website. I also enjoy being able to use Text Request from both my phone and desktop.”
Jim Bendell, Owner
Bendell Law Firm