Case Study: Central Valley Tax Services boosts referrals and saves time with Textellent

Central Valley Tax Services boosts client base 20% with Textellent

Central Valley Tax Services, a tax preparation firm, was struggling with inefficient client communication. Their previous methods of scheduling appointments and sending reminders via individual emails, calls, and texts were extremely time-consuming. They needed a more automated solution from a vendor like Textellent to save billable hours and find innovative ways to boost referrals and business growth.

Using Textellent's business texting solutions, the firm automated appointment scheduling, reminders, and referral requests by integrating with their tax software. This saved over 60 hours during tax season and allowed 80% of clients to schedule their own appointments. The solution led to a 20% growth in their client base in one tax season and significantly improved customer retention.

Central Valley Tax Services