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Client management
Two-way SMS communication
Meet clients where they are — on their phones.
-
58
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 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.
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.
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.
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.
The fastest growing practice management platform on the planet
See how customers are raving about us on places like G2 and Capterra.
“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.”
Joseph Serrone
President, managing partner of Polaris Tax & Accounting
“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.”
Lynnorra P.
Senior partner at an accounting firm
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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.
“TaxDome has been a huge success for us, meeting both client and employee expectations.”
Chris Farris
COO of Foundation Group (50+ staff)