Text messaging for professional services
Most of the delay in professional work is waiting for a client to send something. Emails asking for documents are ignored for weeks; a text asking the same thing gets an answer that day.
- No setup fee
- Replies come to a shared inbox
- Cancel any time
A tax return sitting unfiled because a client has not sent a receipt is a job you cannot invoice.
What professional services actually send
Real wording, not placeholders. Edit any of it in the portal, or start from these.
Hi Chris, we still need your March bank statements to finish the return. Reply here if it is easier to talk.
Hi Chris, provisional tax is due on the 28th. Everything is ready your end, nothing to do unless you want changes.
Hi Chris, your meeting with Priya is Thursday 2pm at our office. Reply to move it.
Hi Chris, invoice #308 is due Friday. Pay here: harbouradvisory.com/pay/308
How it connects to what you already use
Texts can be sent by hand from the inbox on day one. After that, connect what you already run: Integrations covers stores and payments, our free plugin covers website forms on your WordPress site, and anything else can trigger a text through Zapier or the API.
Professional services questions
Is it appropriate for client matters?
For logistics, yes: what you need, when something is due, when you are meeting. Keep advice and anything confidential in the channels you already use for it.
Can we send from our practice email domain?
These are texts, not emails: they go out under your business name, and replies come to your KiwiTxt inbox.
Can staff be limited to their own clients?
Yes. Assign conversations, and an agent seat only sees what is theirs.
Try it on your next week of professional services
Fourteen days free, no setup fee, and you can send your first text within a few minutes of signing up.