January
Group messages
Tax season kickoff
Tell every client it’s time to book, and what to gather.
Tax season is here! Reply YES to book your appointment, and start gathering your W-2s and 1099s.
YES
For accountants, bookkeepers and tax preparers
Documents in on time. Fewer reminder calls.
Remind clients about appointments and documents all season long, answer questions from one inbox and ask clients for a review, by text and/or email.
- “Your documents are due” reminders that actually get read.
- Appointment reminders clients answer with one reply.
- Every client conversation saved in one inbox.
Bright Ledger Tax & AccountingText message
Today 10:30 am
Hi Sam, your tax appointment is Mon, Feb 10 at 2 pm. Reply YES to confirm or NO to reschedule.
YES
Thanks! Please bring your W-2s and last year’s return.
How it works in an accounting office
Six moments that make tax season easier
Each message goes out by text and/or email, whichever your clients prefer, and every reply lands in one inbox.
The day before
Appointment reminders
Fewer missed appointments
Clients confirm or reschedule with one reply.
Reminder: tax appointment tomorrow at 2 pm. Reply YES to confirm or NO to reschedule.
YES
Missing paperwork
Conversations
Gentle nudges
Ask for missing forms in a saved thread, and point clients to your secure portal to upload them.
We’re still missing your 1099 from the bank. Please upload it to your secure portal.
Uploading tonight
Every quarter
Reminders
Estimated tax reminders
Remind self-employed clients before quarterly estimates are due.
Reminder: quarterly estimated taxes are due June 15.
After filing
Review requests
More 5-star reviews
Every client gets your Google link, and anyone with a problem can also reach you privately.
Your return has been filed! Were you happy with our service? Tell us here: thanku.deals/visit/brightledger
Off-season
Text & email promotions
Year-round services
Promote bookkeeping, payroll or planning appointments during your slow months.
Thinking of starting a business? Book a free 20-minute planning call this summer.
Everything your office gets
The tools above, plus a page of your own that clients can join from a QR code.
RemindersAppointments, documents and quarterly deadlines.
Group messagesGroups for individual, business and self-employed clients.
ConversationsA client directory and shared inbox.
Review requestsGoogle and Facebook, plus a private way for clients to tell you about a problem.
Text & email promotionsOff-season services, with click counts.
SurveysClient surveys after tax season.
Built for reminders, not tax records
ThankU.Deals sends appointment times, deadlines and general messages. Tax documents and Social Security numbers belong in your secure client portal, never in a text or email.
Suggested plan
Most accounting and tax offices start with Growth
It has everything on this page. More than one location? Pro includes three.
Compare all plansGrowth
$199/month
- Text and/or email messages, 1,000 texts a month included
- Automations, conversations and forms
- Waitlist, reservations and reminders
- Prize games, contests and surveys
- Discount cards sold online
- 10 staff logins
Questions accounting and tax offices ask
Do clients need to download an app?
No. Messages arrive by text and/or email. Clients can also log in to your page at thanku.deals with a one-time code to see their reminders and messages. There’s no app and no password.
Can clients send us their documents?
Point them to your secure client portal. ThankU.Deals is for reminders and general questions, not tax documents.
Can we message business clients separately?
Yes. Put clients in groups like “business,” “individual” or “self-employed,” and message one group at a time.
What does texting cost?
Growth and Pro include 1,000 texts a month for each location (500 during the free trial); more are 2¢ each. Starter doesn’t include texting. A text longer than 160 characters counts as 2 or more, the way phone carriers bill it. Email is included in every plan.
Try it free for 60 days
Pick any plan; you won’t be charged until day 61. We’ll help you set up your tax season reminders.