Crucial to both retaining existing customers and acquiring new ones is maintaining top-of-mind awareness. When tax season arrives, competitors inundate consumers with messages on television, radio, and social media. An even more impactful strategy is sending personalized text messages directly to their ever-present mobile phones.

Through the text messaging campaign feature, you can effortlessly reach out to clients for appointment reminders, birthday wishes, or even to solicit recommendations! This technology allows you to send targeted messages to individuals or conduct mass communication from their preferred tax office—namely, YOURS!

It’s widely acknowledged that text messaging is among the most prevalent forms of communication, if not the most prevalent. If you’re not leveraging this medium, you’re missing out on a significant opportunity.

Last but not least, in keeping with our commitment to your convenience, Unified offers a discount to members and has streamlined the data loading procedure through automation!