Smart SMS for Modern Accounting Firms
Build stronger client relationships and save valuable time with Text Reload's seamless SMS integration for Xero Practice Manager and other accounting tools.
Build stronger client relationships and save valuable time with Text Reload's seamless SMS integration for Xero Practice Manager and other accounting tools.
Modern accounting firms need modern communication tools. Text Reload helps you reach clients instantly with updates, reminders, and important notifications - all through the channel they check most frequently.
Our platform integrates seamlessly with your existing workflows, making client communication more efficient, reliable, and measurable.
SMS Open Rate
vs. 20% for email
Fewer Missed Appointments
with SMS reminders
Weekly Time Saved
per accounting team member
ROI
average return on monthly fee
Text Reload's official XPM integration automatically syncs data, letting you send perfectly timed SMS updates based on XPM activities – no manual effort needed!
Send automated SMS reminders for appointments and meetings scheduled in XPM.
Notify clients when new invoices are generated or when payments are received.
Automatically notify clients of approaching tax and compliance deadlines.
Automate routine client messages. Free your team for high-value advisory services and relationship building.
Protect client data with enterprise-grade encryption and secure handling. Communicate with complete confidence.
Effortlessly scale communications during peak periods. Send bulk messages and schedule critical notifications in advance.
Track delivery, open rates, and client responses. Optimize your communication strategy for maximum impact.
Welcome new clients and guide them seamlessly with automated messages, document requests, and setup information.
Connect effortlessly with your favorite accounting software and practice tools via our robust API and Xero Practice Manager.
Automate document requests, send timely tax deadline alerts, provide instant return status updates, and simplify appointment scheduling.
"Our clients love getting quick updates on their return status. It's reduced our inbound calls by 40%." - Regional Accounting Firm
Improve your cash flow with automated invoice notifications, friendly payment reminders, and instant receipt confirmations. Less chasing, more succeeding.
"Our overdue invoices have decreased by 65% since implementing Text Reload payment reminders." - Boutique CPA Firm
All message content and client data is fully encrypted both in transit and at rest.
Our securely isolated databases keep your client information separate and protected, with industry-standard data segregation practices.
Fine-grained permissions ensure team members can only access what they need.
Perfect for most accounting firms
Available integrations:
Need a custom plan for your large firm? Contact us for enterprise pricing.
Join hundreds of accounting firms already using Text Reload to deliver exceptional client service through automated SMS.