SMS Industry Guide: Accounting and Tax Professionals

Sean Dailey, Ytel |  
Winter, fall, summer, spring... and tax season! Is your firm looking for new business? Or maybe your team is getting dragged down with the same client communication routine every single year. Boost your marketing efforts during tax season with an easy and effective approach to connecting with clients via texting, or SMS (Short Message Service) marketing.

Boost your marketing efforts during tax season with an easy and effective approach to connecting with clients via texting, or SMS marketing.

As accountants and tax professionals, numbers make all the difference. How does SMS marketing measure up?

Check out these SMS stats:

  • 98% open rate
  • 90% open rate within 3 minutes
  • 91% of people in the US carry mobile devices all day
  • 74% of people form positive impressions of businesses who interact via SMS

With higher open and response rates than email alone, why limit your efforts and miss out on the main communication channel of many users? SMS proves to be a powerhouse when it comes to reaching who you want when you want.

SMS marketing empowers customers and prospects to respond on their own time, all in a matter of seconds!

How your firm can use SMS:

  • Scheduling and appointments reminders
  • Inform customers about tax policy updates or news
  • Update clients when taxes are completed and filed
  • Send links to interactive tax-related content like webinars, how-to videos, or articles
  • Offer tips about financial planning and ways to save money
  • Keep clients updated on particular tax requirements
  • Retain customers by keeping in touch during tax offseason
  • Notifications on return status and when refunds are ready

SMS marketing has been quickly adopted by both small and large businesses, mainly because of the versatility it offers. For more on SMS best practices, check out our post on how to build a healthy subscriber list.

For all of our SMS Industry Guides, click the links below:

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About The Author

Sean Dailey, Ytel

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Sean leads the People, Culture, and Partnership efforts at Ytel. After almost 5 years of agency recruiting, Sean decided to move into an internal recruiting role, where he could have more of a direct effect on growth and people’s lives That’s when he met Ytel and the rest is history. Sean is a huge believer in culture, and puts an emphasis on people and building relationships.

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