Text messaging for CPA practice apps.
Document requests, e-signature nudges, filing-deadline reminders — the texts that keep returns moving through tax season.
Free to author & testNo credit cardUS & Canada
Acme: Larkspur Tax & Advisory: We need a document from you to continue. Upload it here: larkspurtax.com/docs Reply STOP to opt out.
Our free message templates are live.
Sending arrives Summer 2026.
A text can change the outcome.
The return is ready to file except for one 1099, and the emailed portal request has sat unread for nine days while the deadline closes in. A text with the upload link gets the document back the same evening, and the preparer files instead of extending.
CPA practice apps messages. And all of the others.
All nine message categories are included — one registration.
Confirms tax-planning and year-end review meetings and recovers the misses.
Gets the missing W-2s and 1099s uploaded before the filing deadline, and closes the loop when they land.
Gets engagement letters and e-file authorizations signed so the firm can file.
Tells a client the firm replied in the secure portal, and proves phone ownership at signup and before sensitive changes.
Keeps clients ahead of estimated-payment dates and extension cutoffs, and tells them when the return moves.
Common questions
How many texts do I send chasing one missing document?
The request, one reminder keyed to the deadline, and a same-week final — then it's a phone call.
More detail
Space the nudges by the filing date, not the calendar, so each lands while the client can still act. After three, the problem isn't awareness — the preparer calls, because a fourth text teaches clients to ignore the firm's number.
What can a deadline or document text say about the client's taxes?
The deadline, what's needed, and a portal link — never an SSN, a refund amount, or anything from the return.
More detail
Tax detail in a message body is a data exposure no matter how convenient, and clients will ask for it. 'Q3 estimate window closes Sep 15' plus a link does the job; the numbers stay behind the portal sign-in.
Should clients get a confirmation when their documents land?
Yes — the received text is what stops them sending the same file three more ways.
More detail
During tax season, silence after an upload reads as failure, so clients re-send by email, portal, and the office line. A short 'documents received' closes the loop, and the duplicate traffic the firm's staff would otherwise sort through never arrives.
When do I ask clients if it's okay to text them?
Right when they give you their phone number for the first time.
More detail
For a CPA practice platform, that's usually at portal setup. That's when texting makes sense to them and the ask feels natural. RelayKit hosts an opt-in page for your app — your AI tool will know how to link to it from the right spot in your flow.
You build the feature. We handle the bureaucracy.
Every text message carries a stack of carrier rules. We've read all of it, so you don't have to.
Registration handled
Getting approved on your own can take weeks.
Most registrations clear in about three days. We handle the filing, so you can keep building your app.
Messages compliant
Send the wrong kind of message and carriers block it — silently.
Every message is checked against carrier rules before it sends, not just passed through.
Opt-ins & opt-outs covered
Miss a single STOP and the fines add up fast.
We stop instantly. Consent is tracked and enforced at delivery, not wired up by you.
Give your AI tool a build spec, not a pile of docs.
RelayKit generates implementation instructions for your AI tool. Messages, variables, event triggers, testing steps, and integration guidance arrive for smooth integration.
Slots into ShipFast, Supastarter, MakerKit, and Vercel + Supabase.
import { RelayKit } from 'relaykit'; const relaykit = new RelayKit(); await relaykit.appointments.sendConfirmation(customer.phone, { date: 'Fri, Jun 6', time: '2:00 PM', });
That's the send.
Preview list
Your safe audience for sending test messages, before and after launch.
- JoelVerified(555) 867-8842
- SarahVerified(555) 412-5519
- MikeInvited(555) 290-3301
Run test messages through real phones.
Add yourself, your team, your beta testers. Each person verifies once. After that, your app's messages work for them exactly the way they'll work for customers.
Trigger your real flows — a booking, a code, a reminder — and see the whole loop land: sent, delivered, your database updated.
What it takes to go live.
No telecom expertise required. We handle the carrier side.
Choose your messages
Pick the messages your app needs from templates that already know the rules.
Browse the messages →Build and test
Hand the spec to your AI tool, then test the full flow on real phones before launch.
Go live
RelayKit handles registration and delivery. A few days to approval.
Simple pricing.
Build for free
Set up your messages. Add the code to your app. Test with real phones. No credit card.
Go live for $49 + $19/mo
We file your registration with carriers. Approval takes a few days. 500 messages included per month, then $8 per additional 500. Full refund if you're not approved.
What $19/mo includes.
Marketing messages add $10/mo. Volume pricing above 5,000 messages. US and Canada at launch. We don't handle HIPAA, healthcare-regulated workflows, or enterprise procurement.
When a message can't wait, send a text.
Messages from an app only work when someone sees them. Here's how text and email compare.
Industry SMS-vs-email benchmarks, 2025–26 — open and response from SMS-marketing aggregates; email inbox placement from Validity's 2025 deliverability report. SMS open is inferred from delivery, not pixel-tracked; reported email open rates are distorted by tracking-pixel prefetch and blocking.
The rules show up after you start building.
US carriers require these from every business that sends texts. Getting approved can take weeks if not done right.
Registration
Before anything sends, your business gets registered in a central registry that every US carrier checks — legal name, tax ID, website, and what you plan to send. Details have to match your IRS records exactly, or the application bounces.
RelayKit collects this during setup and files the registration for you.
Carrier review
Reviewers check your registration and your messages against carrier rules before you're allowed to send. Other providers typically take two to three weeks — and every rejection restarts the clock, with no guarantee the next round clears.
RelayKit submissions are prepared to pass the first time; approval typically takes a few days.
Consent requirements
You have to collect and keep proof that every recipient agreed to get texts from you — how they opted in, when, and which kinds of messages they agreed to. Someone who signed up for appointment reminders hasn't agreed to marketing.
RelayKit provides the opt-in language and keeps the consent records automatically.
Build a compliance website
Reviewers visit your website looking for a privacy policy with specific mobile-data language, posted terms, and a visible description of your texting program. A missing or half-finished site is the single most common reason registrations get rejected.
RelayKit generates and hosts a compliance site for you — privacy policy, terms, and opt-in page included.
STOP and HELP handling
A reply of STOP has to halt messages to that person immediately, and HELP has to get a real answer — automatically, every time. Getting it wrong is a fast way to get a number shut down.
RelayKit handles both at the delivery layer; when someone replies STOP, we stop.
Message restrictions
Carriers limit what businesses can say over text: entire content categories are banned, links get scrutinized, and messages outside your registered use case can get your number flagged. The rules live across multiple carrier policies, and they change.
RelayKit's templates already follow them, and custom messages are checked before they send — not just passed through.
The messages are ready now.
Sending arrives Summer 2026.
You can start with the messages today. When sending launches, your AI tool wires up the integration, you test on real phones, and registration and opt-outs stay handled behind the scenes.