Case Study: Evans & Associates, Inc. achieves time savings and streamlined client communications with TextMagic

How text messaging solutions have helped Evans & Associates streamline their work and save time

Evans & Associates, Inc. is a small, full-service accounting and tax firm in Murray, Utah (founded 1987, four employees) that specializes in serving small service-industry businesses and multi-state tax preparation. Their challenge was getting clients to remember appointments and provide needed documents promptly so returns could be completed without delays.

They implemented TextMagic SMS reminders and messaging to prompt clients and request missing information — responses typically arrive within about 20 minutes — which allowed staff to complete tax returns immediately rather than setting them aside. The result was significant time savings and improved efficiency, since work could be finished while details were still fresh.

Evans & Associates, Inc.

Matthew Evans

Partner