Tax Solutions

Text Messaging

Automatically message your customers reminding them to book their appointments, say happy birthday, and even ask for referrals!

Reach Your Customers Wherever They Are

Top of mind awareness is a key factor in client retention and new customer acquisition. Come tax time your customers are being messaged non stop by your competition via t.v., radio and even their social media feeds. The only thing better than that is the ability to send personalized text messages to the thing that never leaves their side – their cell phone.

Text messaging, through its campaign function, will automatically message your customers reminding them to book their appointments, say happy birthday and even ask for referrals! The platform provides you the ability to send individual messages or blast everyone a quick note from their favorite tax office – YOU!

We can all agree that text messaging is one of the most popular if not the most popular ways people like to communicate. If you are not taking advantage of this media… you are missing out on a huge opportunity.

Lastly, staying true to the way we do things… RightWay has a special deal for it members and has automated the data loading process to make your life even easier!

Schedule A Demo

Want to learn more about how our tax office solutions and software can help you grow profits and drive success? Book a demo with one of our team members today for a quick call to get to know your business and learn where we can help you the most.

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Reviews

Our Firm is 100% satisfied with all areas of RightWay software! Above average Technical Support, with RightWay. I would never hesitate to call when in need the staff is always, pleasant, has patience and extremely helpful and timely in resolving whatever issue that may arise. Overall a combination of increased incentives, money saving software and ease of use software has helped to increase our office bottom line.

Marcus
Nashville, TN
Multi-office