I bet you weren’t thinking of appointment reminders and your taxes, but you should be! Every CPA should be using automated appointment reminders during this tax season to make their busy season a bit more bearable. Here’s what you need to do.
Create specific automated appointment reminders
Set your reminders on auto-pilot. These can include reminders for tax deadlines, updates on forms, and even reminders to past clients. You want to be the first person that comes to mind when people start thinking about filing their taxes. Your quick reminder text could very quickly increase your clientele.
Educate your clients
How convenient would it be to send out educational reminders to your clients? Useful tips, ideas for write-offs, and other information would certainly make you stand out. You can tie these texts back to your website as an additional resource.
Secure your client data
If you use an appointment reminder program, you will want to make sure the information and your clients’ information is secure. If you use a program like Appointmentreminders.com then you won’t have to worry about the concern or secure. We’re even HIPAA compliant!
Don’t let the busy season overwhelm you. Use amazing programs to make your life easier and sign up for our free, 30-day trial right now!
