Appointment Scheduling Software for Accountants and Tax Professionals

Learn about the benefits of using appointment scheduling software for CPA's and tax professionals.

accountant using a computer

There is no substitute for one-on-one conversation with a trusted counsel when it comes to personal finance. 

Your CPA or tax firm's customer experience can be improved every time a client interacts with you, whether you're a freelancer or part of a small team. Emails, postcards, and phone calls all have their uses, but text marketing is the most relevant and valuable (and the most cost-effective) mode of communication today.  

Check out some of the ways text can increase your client base, improve customer engagement, and improve financial literacy. 

Appointment Reminders Increase Bookings 

Every business owner experiences the dreaded no-show, and accountants are no exception. With automatic reminders you can confirm appointments easily with your clients. 

Online booking is quickly becoming the preferred method for people to schedule appointments in the first place, and almost the majority of text messages (almost 90%) are read within a few seconds after being received. 

You can also inform them of any documentation they should bring to their appointment or actions they should take before a meeting. Any opportunity to tailor your message will pay significant returns in your long-term partnership. 

Text Marketing to Expand Your CPA or Tax Services Business 

Text marketing should be a simple addition to any financial marketing plan. Promote your online booking platform and text message number on all platforms where you advertise your services, including social media and, crucially, your website.  

A potential client can text any number of terms relevant to your financial or tax services that you specify. Texting is an ideal digital marketing tool since it allows an individual prospect to reach out to you first, rather than being subjected to aggressive and blanket advertising. 

Scheduling software also allows you to filter and classify contacts in the same way that an email list would, allowing you to manage your appointments and segment your client lists easily. 

Text a new financial service or product line to existing clients. You may also utilize your database to quickly and easily contact previous clients to see if they want to reconnect, though make sure to give them the option to opt out of receiving future texts. 

Don't forget to send a promotional text message for new services or discounts, or even a happy birthday message. Request referrals from satisfied customers. You will sustain consumer loyalty if you employ these forms of two-way text messages on a regular basis and do not flood your clients with them. 

However, it is important to get someone's permission before you send a message to their mobile phone. 

Automate Frequently Asked Questions 

When you utilize text to answer your most often asked financial services or tax queries, you save time and important resources. You can create custom templates and set up responses based on keywords for simple inquiries, allowing you to provide a client with fast information or response without having to lift a finger so you can focus on your job as an accountant or tax professional. 

Tax Preparation and Text Reminders 

Your calendar will inevitably fill up during tax season, but you can keep ahead of the game by sending out advance text reminders for clients to arrive or scheduling those virtual sessions. Offering some form of incentive for early filers is a win-win if you can balance your calendar over the whole of the tax season rather than one white-hot April month that drives you to your limits. 

You can also keep your clients up to date on the status of their state or federal tax returns, refunds, and any missing documentation. If your financial business or tax services require secret information, always include a link to your encrypted chat platform. When you employ an automatic or triggered text campaign, you save time on administrative tasks. 

And if you have any cancellations, your online booking platform can notify you immediately so you can send a message to another prospective customer, keeping your agenda booked. 

Send Follow-Up Communications 

Feedback is critical for building your business, and online reviews are a must for potential clients to locate you faster in a congested financial sector. Once you have your client's permission to contact them via text, use it to collect instant data at scale from a survey, poll, or particular feedback faster than email or a phone call could. 

For example, point them to the reviews about your company on Google, Yelp, Facebook, and Thumbtack. Ask them how they would like to learn more about future services or financial issues. Automated or triggered surveys can simply be conducted outside of business hours for added convenience. 

Give Your Customers a Mobile Payment Option 

Over 100 million US consumers utilized mobile payments last year, and that number is expected to rise in the future. Give your consumers the opportunity to transfer payments directly from their smartphone if your financial institution or corporation currently communicates with them by text. 

Setting up payment reminder notifications on mobile phones is one approach to improve how your firm handles payments. 

Text payment reminders can assist clients keep informed that a payment is due and prepare to pay what is owed. 

Send Reminders, Promotions, and Educational Resources 

You already have the most recent IRS information that will affect your clients, but how you share that is entirely up to you. With text, you may condense the most important tax information and send it to clients promptly, or you can provide a link to more information. If you can save them money now or in the future with a simple text message, people will perceive you not only as an expert in your profession, but also as someone who can provide timely financial advice. 

There are several online courses, webinars, and how-to videos available in the finance profession. Test your clients' desire to learn more about a topic, or just offer your VIPs a helpful tip or a link to your website based on their preferences. This one-on-one engagement allows you to establish yourself as a trustworthy and attentive financial counselor. 

The World of Accountant Marketing 

Marketing for accountants is not a simple task, and it should not be. Developing a marketing strategy for your accounting firm should be preceded by extensive research and analysis. 

Trust is an important part of marketing for accountants and tax experts. The way an accounting firm and a retail store promote their offer, for example, are significantly different. Discounts, special deals, and quick and efficient delivery should be preferred. Transparency, dependability, and confidence are far more important in the latter. 

Dive deeper into marketing tactics for consolidated accounting brands to get a sense of what that would look like. Color identity tends to tilt toward a more sober tone that conveys tranquility, such as darker blue tonalities. Colors like red or orange may indicate danger and problems on the horizon. 

Typography is another distinguishing feature. The font type and size in the brand emblem match to a secure environment. Capital letters are associated with strength and solidity. Italic or lowercase letters, on the other hand, may signify instability or something about to fall. 

Text marketing for accountants follows the same principles. To give a more solid conversation to clients, use a formal tone of voice, treatment pronouns, and unambiguous words. 

Appointible Promotes Client Loyalty and Engagement at a Large Scale 

There is no substitute for one-on-one conversation with a trusted counsel when it comes to personal finance. Text and appointment scheduling through Appointible provides your accounting or tax office with simple tools to rapidly communicate and manage your meetings with a client base of tens or thousands on their mobile phone—all at a low cost that saves you time and money. 

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