Text Marketing for Tax Preparation Businesses - How You Can Benefit

Best Text Message Marketing for Financial and Tax Services
Text Marketing for Tax Preparation Businesses - How You Can Benefit

Tax Day is quickly approaching, and that means your tax preparation franchise is in its busy season! Trying to gain more customers while also bringing back customers you helped last year can be time consuming. EZ Texting can help your tax preparation franchise share promotions, send one-to-one scheduling messages, and coordinate training and staffing information for employees. 

Here are a few ways text marketing can help your tax preparation business:


Whether you are a tax professional or a manager at a tax preparation franchise, promotions play an important part of tax season. Trying to catch the eye of potential clients while also bringing back last years clients can be pretty time consuming.

Emails are easily overlooked, but a text promotion is a great way to grab their attention. Send a message to your contacts that will be sure to motivate them to look to your franchise for help: "This week only - Switch to EZ Tax and get $200! Give us a call or visit our website to get started on your taxes!"

text marketing for tax preparation business promotion example



During tax season, tax professionals spend their work day meeting with clients and updating clients throughout the process. Everyone is working to meet the same deadline. Keeping up with scheduling and sending updates can be time consuming and reaching someone at a convenient time can be difficult.

Text messaging can make scheduling appointments easy and automated appointment reminders can curb no shows. Use our EZ Send Page to send a message to your clients "Hello! This is Victoria! It’s time to setup your tax appointment! Reply to this text or call 800-753-5732. See you soon!" Then when their tax return is complete you can send them a notification. "Your tax return is complete. Please call our advisors at 800-753-5732 to find out what next steps you need to take."

text marketing for tax preparation business reminder example



Text messaging your customers is a great way to keep them engaged. It's also a great way to keep your employees involved and up to date with what's going on in the office. Whether it is important news, training information, or office updates, text messaging is a very effective way to update your employees.

Be sure to grab their attention and create excitement: "I would like to invite you to attend a town hall for all 1st year tax professionals! We will have food, fun, and networking! More info to come. See you there!"

text marketing for tax preparation business Human Resources example

Whether you are looking to contact customers with promotions and scheduling, wondering how to stay compliant as a financial services firm, or you’re looking to keep your employees updated with training and staffing information, EZ Texting can help! We have experience helping tax preparation franchises with text marketing. Get started today!

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