Jason On Firms Podcast 523 Text Messaging Best Practices in Accounting Firms
Oct 8, 2025
Discover the untapped potential of text messaging in accounting firms. Clients prefer texts over emails, so tapping into this trend can elevate your service. Modern tools offer a way to manage team communications effectively. Learn to differentiate services by bundling messaging in premium packages, and avoid giving out personal numbers. Implement a team-first triage system for efficient responses. Limit messaging channels for premium support to enhance exclusivity and leverage texting for better engagement, especially for event invites.
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Messaging Often Beats Email
- Messaging often outperforms email because clients respond faster and prefer it.
- Accounting firms must meet clients where they work to remain competitive.
Delivery Channels Are Part Of Your Product
- Firms that position as tailored advisors must meet clients on preferred channels or risk losing them to productized services.
- Communication style is part of the delivery premium clients will pay for.
Stop Using Your Personal Number
- Do not use your personal phone number for client messaging; move to a business number.
- Port your number to a VoIP like Quo (OpenPhone) or AirCall, or get a new business number and tell contacts.