Text Messaging for Accountants and CPAs
Text messaging for accountants means a client can text the firm's existing landline, the number on your letterhead, your website and your engagement letters, and the office can answer. Textstr text-enables that number. Each text arrives as an email in the inbox your staff already work from, and the reply goes back to the client as a text from the firm's number. Calls are not affected.
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One firm number
Each partner reads their own texts
Clients text the landline on the letterhead. Each text reaches the person who looks after them.
What clients text an accounting firm
Clients text in the gaps of their day, and in the weeks before a deadline they text a lot. The questions are mostly short:
Did you get my documents?
The commonest text in tax season. Whoever handles intake replies from email in a line, and the client stops wondering.
Can we move the meeting?
Scheduling changes are easy to miss on a landline and easy to handle in an inbox.
What do I still need to send you?
A written answer in the thread is something the client can find again when they are gathering paperwork.
Here is a photo of the slip
Clients snap a picture of a receipt or a form. It arrives as an attachment on the email, and you can decide whether it is legible enough or whether you need the original.
Keep sensitive details out of texts
Texting is good for scheduling and status. It is not the place for account numbers, tax identification numbers or anything a client would not want on a lock screen. Agree what staff will and will not send by text before you switch it on.
Why it works from email
Accounting staff already work from an inbox all day. Textstr does not add an app or another portal. Texts arrive as ordinary email, replies go back as texts, and a firm with partners or departments can give each their own inbox.
- Clients text the landline they already have for the firm
- No new number on the letterhead or the website
- Texts arrive as email, and replies go back as texts from the firm's number
- An auto-reply confirms the text arrived when everyone is with a client
- A Text Us button for your website, so a visitor can ask a question by text
What it costs
$200 a month for unlimited users and unlimited messages, with no contract. Nothing is charged until your number is live for texting: usually the same day in Canada, a few business days in the US. See the pricing page, the page on landline texting, or what Textstr is.
What Textstr is not
Textstr is not practice management software or a client portal. It does not store documents, run engagement letters or bill clients. It makes the number your clients already have able to receive and answer texts.
Frequently asked questions
Can clients text our accounting firm's landline?
Yes. Textstr text-enables your existing landline or toll-free number. Clients text the number they already have, and calls keep working.
Do staff need to install anything?
No. Texts arrive as email and replies are sent from email.
Can several partners each get their own texts?
Yes. Different people or departments can each have their own inbox.
How much does texting cost for an accounting firm?
$200 a month for unlimited users and unlimited messages, with no contract, and nothing is charged until the number is live.