Increase office efficiency and customer communication with Toll Free Tax Infoline automated alerts!
Your clients will value receiving up-to-the minute notifications on the status of their tax return and refund, while you enjoy reduced customer calls.
TFTI enables preparers to automatically send text message and e-mail alerts informing clients of the status of their tax return and refund. In addition to automated alerts, customers also have access to a toll-free phone number and website 24-hours a day,
The more you know about your client the better you are!
The Happy Birthday Call is a completely automatic, yet highly personal, relationship building tool designed to elicit real, emotional responses from clients.
Makes your clients smile, and smiling clients remain clients! People love to get a call on their birthday, and it won’t be long before a client call to thank you for the birthday call.
Less time consuming and less costly than sending out birthday cards. Don’t spend hours dealing with cards that will just be glanced at before being thrown away.