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Text message thru computer software

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#1
Posts:
34
Joined:
22-Oct-2014 7:13am
Location:
NC
I am finding more clients are using throw away email addresses to give out and they never check them. I am looking for a more efficient way to contact clients with simple messages like "Your tax return is ready" and thought I would give text messaging a try, but don't think it is prudent to do this thru a cell phone.

Anyone doing this and what do you use?
 

#2
Posts:
553
Joined:
24-Jan-2019 2:16pm
Location:
Honolulu
I would advice against it, unless you don't mind answering (or ignoring) thousands of tax advice texts that you get form your clients through this phone. Then they will start texting you their 1099Rs, "Oh, just got this, please add it to me tax return", etc. Even worse, they will text things like, "please add a $640 insurance expense to my P&L, I just found the bill I paid."

My Doctor, for example, will send me texts for needed things, but he sure wont answer one of my texts. So that's one possible route.

I don't answer tax texts at all nor do I give out my cell number. That's why I have an office phone, email, and pay employees to answer and process them.

We are high volume and bypassing those contact points throw a wrench in our systems.
 

#3
CathysTaxes  
Moderator
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2295
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21-Apr-2014 9:41am
Location:
Suburb of Chicago
I'm with ItDepends. Only clients I have a personal relationship with have my cell and I tell them not to use it for taxes. One time I was stupid enough to text my address to a prospective client and she literally woke the household up with late night texts and Sunday texts even after I specifically requested she not use the cell. I ended up blocking her number and we never did get together.
Cathy
CathysTaxes
 

#4
ATSMAN  
Posts:
1732
Joined:
31-May-2014 8:34pm
Location:
MA
Other than sending a friendly reminder for a in person meeting I do NOT use text messages to communicate any other tax matter. Also my text message is sent from my computer and not my cell phone. I do not want my cell phone # floating out there to be used at all times of the day to communicate business matters.

I had once thought of getting a separate cell phone# for business but then a friend told me his experience and that was the end of that!
 

#5
CathysTaxes  
Moderator
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2295
Joined:
21-Apr-2014 9:41am
Location:
Suburb of Chicago
My VoIP telephone service offers a cellphone app that turns the cellphone into an extension. I can easily communicate with them, during office hours of course, from anywhere.
Cathy
CathysTaxes
 

#6
Posts:
1266
Joined:
21-May-2018 7:50am
Location:
SC
My VoIP offers texting via my any number I hand out that is on my account. I do utilize texting for numerous reasons but will not engage in detailed discussions. If they send me information pertaining to taxes, I either save the image they sent or I screenshot it and add it to my file.

I DO NOT give out my cell phone unless I establish friendships with the clients, or we were friends, first. I do not have a problem with texting in most cases.
 

#7
TaxDude  
Posts:
115
Joined:
21-Apr-2014 2:54pm
Location:
California
We use a company called EZ Texting. We love it. It's reasonably priced and easy to use. Unfortunately, it's not an app on your desktop, it's in your web browser, so you'll always have a browser open. It's easy to use and clients love it.

We only use it to inform/remind client taxes are ready or other such simple communications. We never send sensitive data by text. If client asks a question regarding sensitive data or will require a long answer we tell client we will respond by email.
 

#8
Posts:
34
Joined:
22-Oct-2014 7:13am
Location:
NC
Thanks cornerstone / tax dude. This is what I was looking for in my original post. Simple commo with the client to let them know their returns are ready. No cell phones.
 

#9
WBR  
Posts:
172
Joined:
17-May-2014 3:36pm
Location:
Cleveland, Ohio
You can setup a Google Voice account. Small fee to setup but no annual fee after that. The txt can be directed to your e-mail program (Outlook etc.). You can also send txt directly from your e-mail program. No need to go into your Google Voice account. The Google Voice number is it's own number. Basically your txt messages are treated no differently then your e-mail messages. Works great.
 


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