Case Study: Davies + Allen achieves streamlined client communication and team collaboration with Heymarket

How Business Text Messaging Enables the Top Accounting Firm in Utah

Davies + Allen is a Utah-based accounting firm with three offices that provides business and personal tax services, advisory accounting, entity setup, and audits. They found that email and voicemail didn’t suit many clients who preferred immediate, text-based communication, and staff were resorting to personal phones; to centralize client messaging they adopted Heymarket’s business text messaging solution.

Heymarket enabled Davies + Allen to text clients for status updates, document requests, deadline reminders, and year-round tax alerts, and integrated with Slack so incoming client messages create one secure thread per client that the whole team can view, assign, and close. The Heymarket implementation increased transparency across the team, shortened the time it takes to complete client work, and kept on-the-go clients more engaged with a streamlined, easy-to-use texting service.

Davies + Allen

Audrey Fretz

Office Manager and Social Media Manager