You know you need to text your clients, but figuring out what to say every time is another story.

The Tax Preparer’s SMS Toolkit gives tax professionals ready-to-use text message ideas that can be customized and sent to clients and prospects throughout tax season.

Inside, you'll find messages covering everything from appointment reminders and filing deadlines to business owners, self-employed taxpayers, homeowners, investors, education credits, referrals, and more.

Use them as written, customize them to match your brand, or load them into your CRM and turn them into automated SMS campaigns.

What’s Inside

The toolkit includes SMS templates for topics such as:

Tax season announcements and appointment booking
Filing deadline and last-minute reminders
Referral promotions
Early-bird promotions
Tax tips and deduction messaging
Small business and self-employed clients
Education and childcare tax credits
Homeowners and home-based businesses
Quarterly and estimated tax reminders
Virtual tax services
Retirement and IRA topics
Business expenses
Rental property owners
Investors and stock options
Health Savings Accounts
Military members and veterans
Gig economy workers
Real estate professionals
Cryptocurrency investors
Tax planning and more

The messages cover both general tax-season marketing and targeted topics for specific types of taxpayers.

Ways to Use the Toolkit

Use these messages to:

Send individual client texts
Build scheduled SMS campaigns
Add messages to your CRM automations
Re-engage previous tax clients
Promote appointment availability
Stay visible between tax appointments
Market additional tax and planning services
Create targeted campaigns for different client groups

Perfect For

Tax preparers
EROs
Tax office owners
Tax professionals building SMS automations
New tax businesses that need marketing content
Established offices that want more consistent client communication

What You’ll Receive

You'll receive the 9-page Tax Preparer’s SMS Toolkit featuring ready-to-customize marketing messages developed for tax professionals. The guide includes messaging for general tax season promotion as well as more targeted topics such as estimated taxes, business owners, rental properties, retirement, investments, and tax planning.

Important Information

This is a digital product. No physical product will be shipped.

The SMS templates are provided as customizable examples. You are responsible for reviewing and updating all messages before use, including dates, promotions, tax information, service offerings, and calls to action.

Purchasers are also responsible for ensuring their SMS marketing practices comply with applicable consent, opt-out, carrier, platform, and marketing requirements.

Purchase is for use within the purchaser's own tax business. The toolkit may not be resold, redistributed, shared, sublicensed, or repackaged for resale.

Due to the digital nature of this product and immediate access to the materials, all digital product sales are final and non-refundable. No refunds, returns, exchanges, or cancellations will be provided after purchase.