Case Study: Central Valley Tax Services boosts referrals, reviews and saves 60+ hours with Textellent

Tax Preparation Software With Texting Boosts Referrals and Reviews

Central Valley Tax Services, a tax preparation and financial planning firm, needed a faster, more scalable way to set appointments, send reminders and notify clients about tax changes while also boosting referrals and online reviews. The firm had been using emails, phone calls and one‑by‑one texts, which consumed billable hours and limited growth, so they turned to Textellent’s business texting/SMS marketing solution to automate communications and referral outreach.

Textellent integrated with CVTS’s tax software to send triggered texts—appointment invitations with booking links, filing thank‑you messages that request referrals and reviews, automated reminders for appointments and missing paperwork, and personalized birthday greetings. The results were measurable: CVTS saved over 60 hours during tax season, 80% of clients self-scheduled, the client base grew 20% in one season via automated referral and review campaigns, billable time was recovered, customer retention improved, and the firm even needed to hire additional staff as referrals increased.

Central Valley Tax Services

Carole Sanchez

Central Valley Tax Services