SMS for accountants and bookkeepers: deadlines clients don't miss.
Chasing clients for receipts and signatures eats into billable time. KiwiTxt sends friendly reminders ahead of GST and provisional tax due dates, asks for documents and confirms meetings, so the work arrives on time.
Texts that save chasing
- GST and provisional tax due date reminders
- Document and receipt requests
- E-signature reminders
- Meeting confirmations
- Fee reminders
Tag clients by filing cycle
Tag clients by GST period or service, and send each group the right reminder at the right time.
Keep financial details out
Use texts for reminders and links. Keep figures, IRD numbers and account details in your secure systems.
SMS for accountants NZ questions.
Can I remind clients about GST due dates?
Yes. Tag clients by filing period and schedule reminders.
Should I include IRD numbers in texts?
No. Keep sensitive financial information out of SMS.
Can clients reply with questions?
Yes. Replies come into your inbox.
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