Client management

Two-way SMS communication

Meet clients where they are — on their phones.

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The number of times people check their phones each day.

98%

The amount of SMS messages that are read within 3 minutes of being sent.

20%

The amount of emails that ever get read. Compare this to SMS!

Communicate in a way that’s familiar to your clients

Improved reach with SMS

Send SMS messages to your clients for improved reach — no app required. Meet your communications goals easily, whether you’re reminding clients about appointments, sending urgent notifications of deadlines or requesting time-sensitive information.

Send effective reminders and follow-ups

Make sure your clients don’t miss appointments and other important events. Send follow-ups that show you’re invested and proactive.

Get urgent notifications seen

Rest assured — with SMS, your urgent notifications won’t go unnoticed. Effortlessly alert clients about impending deadlines, critical updates and time-sensitive requests.

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Set up two-way communication

Send and receive SMS messages right inside TaxDome. Your clients can send and receive SMS from their phones, no app required.

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Send bulk SMS

Send text messages to contacts individually or in bulk and use shortcodes to add personalization. For bulk messaging, filter contacts using tags, teams, jobs, dates and more. For even faster communication, use SMS templates to accelerate message creation.

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Effective client interactions

A complete communication ecosystem

TaxDome offers unified communication at your fingertips: SMS, secure chats, email. Enjoy the flexibility to interact with your clients using the right communication tools for every occasion.

Thousands of firms grow their clientele without extra hires by using TaxDome’s automated, tailored emails and messages that engage customers across the journey.

Make your messages seen

Send SMS reminders and follow-ups, notify clients about urgent matters.

Secure sensitive information

Use chats to share documents and communicate in real-time.

Engage in formal communication

Use emails to share in-depth, long-form info and for newsletters and major updates.

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4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

<strong>Chris Farris</strong> <br>COO of Foundation Group (50+ staff)

Chris Farris
COO of Foundation Group (50+ staff)

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

Joseph Serrone
President, managing partner of Polaris Tax & Accounting

“We don’t have to worry about having a digital signature software provider. TaxDome just makes it easier to have everything in one single platform, to be able with one click to know if a client has signed the contract or signed the document.”

Lynnorra P.
Senior partner at an accounting firm

“I love that billing, client portal, document sharing, and communications between the firm and the client are so seamless! I use this to manage my practice and scale services in one place.”

Nickolas W.
Owner at an accounting firm

“So far the clients that have used TaxDome absolutely love it. It had all the same features at a lower price.”

Capterra

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

How much does it cost to use SMS in TaxDome?

The cost of SMS in TaxDome consists of the following:

An initial one-time registration fee paid to Twilio and inclusive of the first month’s subscription: $30.15 USD total
Monthly subscription cost paid to Twilio: total $11.15
SMS fee per sent/received message, paid to TaxDome: $0.04 USD

When connecting Twilio, we will deduct $30.15 from your firm balance to cover initial fees.

Can I create and manage SMS templates for common messages?

Sure! You can save time by creating SMS templates for texts you use often, avoiding needless duplication of effort.

Why does integrating with Twilio take time?

To access the SMS feature, you’ll need to pass the Twilio verification process.

Due to the A2P 10DLC regulation, all brands must be vetted and approved, which can take up to 3 weeks. During this process, Twilio verifies that the details provided by the brand match those in their US EIN listing or relevant national Tax ID (for businesses outside the US).

This extended timeline is due to compliance requirements set forth by regulatory bodies such as the Federal Trade Commission.

How do I register a brand?

Here’s how you register your brand with Twilio so that you can use SMS in TaxDome:

In your TaxDome portal, go to Settings > Integrations, select the SMS subtab, then click Connect SMS
Fill out the firm info and contact info
Top-up your balance and pay a registration fee of $30.15 USD

Once submitted, TaxDome will handle the brand registration process with Twilio. This process can take up to 30 days. After that, you’ll receive a new phone number for SMS messaging in TaxDome.

Are there any limits on the number of messages I can send?

You can send a maximum of 6,000 SMS in one day. If you approach or reach this limit, please contact our support team for assistance.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.

Two-way SMS communication

Improved reach with SMS

A complete communication ecosystem

The fastest growing practice management platform on the planet

Is your firm scaling or just getting harder to run?

Frequently asked questions

The fastest growing practice management platform on the planet