See how firms cut no-shows by 38% in 20 minutes

Most demos take 20–30 minutes, depending on your workflows and questions. We focus on what matters to your firm—no generic slide decks. You’ll leave with specific next steps, not just a sales pitch.

Yes! We integrate with all major tax preparation software:

During the demo, we’ll show you exactly how Textellent pulls client data from your system and automates touchpoints based on their status.

Yes—Textellent can text-enable your current office line so your team sends/receives two-way texts from a shared inbox. No one has to use their personal cell number.

Textellent automates SMS & email based on where clients are in your workflow:

• Invite prior-year clients back — Remind clients to schedule or upload docs
• Send gentle post-filing/referral requests — Ask for reviews or referrals after returns are filed
• Schedule holiday/birthday greetings — Automated seasonal touchpoints
• Win back non-returners — Re-engage clients who haven’t returned
• Remind clients of missing paperwork — Based on their client status in your tax software

All campaigns are based on client status, so everything fires automatically—no manual work.

Yes. Textellent is built for tax & accounting firms with strict compliance standards:

We’ll walk through our security protocols during the demo and answer any specific compliance questions.

No problem! You’ll get a confirmation email with a reschedule link. You can change your appointment anytime—no questions asked, no hassle.

Absolutely not. The demo is 100% free, no credit card required. We’ll only discuss pricing if Textellent is a good fit for your firm.

Just bring your biggest workflow bottlenecks! The more specific you are, the better we can tailor the demo. It helps to have:

• Your current process for client communication
• The CRM or texting tools you’re using now (if any)
• Your biggest pain point (no-shows, slow organizer collection, follow-ups, etc.)

But don’t stress—we’ll guide you through everything.