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Your accounting firm needs a communications department

DotValue is the SMS platform that collects documents, reminds clients about deadlines, and keeps them year-round — all on autopilot.

Text messages have a 98% open rate. Your customers read every single one.

98%

SMS Open Rate

vs 20% for email

45%

Response Rate

within 90 seconds

10x

ROI vs Email

revenue per dollar spent

Sound familiar?

✗Tax season turns into a document chase — clients don't send W-2s until April 10th

✗Off-season revenue drops because clients only think of you during tax time

✗Extension deadlines pass and clients blame you for not reminding them

✗Your best advisory clients came from word-of-mouth but you have no system to generate more

Post-filing review requests turn satisfied clients into your public reputation.

Clients text documents, ask about deadlines, and confirm appointments — all in one thread.

January kickoff campaigns, document reminders, and extension alerts run on schedule.

Track every client from initial consultation through engagement letter and annual filing.

Document collection rate hits 80%+ by March 1 with automated text reminders

Year-end planning outreach in October generates advisory revenue

Extension deadline reminders protect you and your clients

Referral campaigns bring in new clients from your happiest existing ones

Quarterly tax estimate reminders keep estimated-payment clients compliant

Every client interaction is tracked — no more searching email for that document

14-day free trial. No credit card required. Set up in under 10 minutes.