SMS: Visión general

Along with emails and chat messages, SMS is an important communication channel. You can use it to send urgent messages that need clients’ immediate attention.

SMS, Explained

SMS is a great way to notify your client about impending deadlines, critical updates, or time-sensitive requests. Due to the Twilio integration, you can send SMS directly from the TaxDome interface to concrete clients or even in bulk.

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The SMS feature is available only for firm owners from the US and Canada. If you are in another country and need SMS, use the Sugerir una idea feature to draw attention to your need.

Here’s what you need to do to start using SMS: 

1. Register your brand on Twilio (a third-party service we collaborate with to provide you with the SMS feature) and get a new phone number for sending SMS. 

2. Add client phone numbers . All phone numbers are stored in the contact details. You can add them when importing new clients or edit for the existing ones. The crucial thing is that each phone number you will use for sending SMS should be specified as Primary phone. 

3. Top-up the firm balance . SMS is a paid feature. Incoming and outgoing SMS cost $0.04 USD each. That’s how it goes because Twilio has its own fees. We don’t charge any extra money.  

4. Announce your phone number. When Twilio tells you your brand is verified and gives you a phone number, you’ll see it in Integrations > SMS. Then, you can tell clients about the contact phone number for SMS (for example, using the Firm announcement feature). 

   

5. Start sending SMS right from your portal. You can connect to specific clients or send a bulk message to several clients . Your clients see messages and reply to you from their phones.

Access to SMS

SMS can be sent and seen by:

• empresa Propietario de la Empresa
• Admins
• Team members with access to the client’s account or view all accounts access right

Notificaciones por SMS

Team members receive an email and a notification in their Inbox+ whenever one of their assigned clients sends a new SMS or replies to their SMS. To view the most recent SMS and respond to it, click on the name of the thread or the Go to… link.

Best practices

Here are several pieces of advice that will help you maximize your SMS communication channel efficiency:

• Be concise. Try to keep your message to a minimum number of characters (like on Twitter). The max length of an SMS message is 160 characters with spaces. 

  Example: Hello! Your invoice is ready. Please review it and pay by the end of the week. Thanks! (= 86 characters).

• Personalize when possible: Include the client’s name or specific details to make the message feel personal. Use shortcodes in SMS templates for personalization.

  Ejemplo: Hi [CONTACT_NAME], your report for [CURRENT_MONTH_NAME] is complete. Let me know if you have questions. (the required information will be substituted for the words in square brackets).

• Provide contact options: Let clients know how to reach you if they need help.

  Ejemplo: If you have questions, feel free to call or reply to this message.

• Respect timing: Send messages during business hours to avoid bothering clients. Aim to send reminders or updates mid-morning or early afternoon.

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