IRS Solutions SMS Integration

Yes — Mobile Message integrates with IRS Solutions. Send and receive SMS from the tools you already use.

50 FREE SMS credits included when you sign up

IRS Solutions logo
Mobile Message

About the IRS Solutions integration

A new tax resolution client has just been added, and your team needs to acknowledge the next step before the details get buried in the day. IRS Solutions can trigger a Zap when a new client is added or a new invoice is created. That gives CPAs, enrolled agents and tax attorneys a practical way to send a timely SMS from the same workflow.

Use Zapier to connect New Client with Mobile Message's Send SMS action for a welcome message, appointment instruction or document reminder. A new client can also trigger Create Contact, so their phone details are ready in Mobile Message for later communication. New Invoice can prompt a payment reminder where the relevant details and permissions are in place. This connection does not alter the IRS Solutions record, and it does not replace professional judgement about what should be sent by text. Keep sensitive tax information out of the message and direct the client to your approved channel for detailed discussion.

Test the client phone field and wording with an internal record before enabling the Zap for live matters.
Categories:

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect IRS Solutions and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A new IRS Solutions client is added IRS Solutions · New Client
Then Text a welcome or next step Mobile Message · Send SMS
Use this Zap
When IRS Solutions creates a client record IRS Solutions · New Client
Then Create the client as an SMS contact Mobile Message · Create Contact
Use this Zap
When A new tax invoice is created IRS Solutions · New Invoice
Then Text a payment reminder Mobile Message · Send SMS
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything IRS Solutions supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 2
  • New Client — Triggers when a new client is added in the system.
  • New Invoice — Triggers when a new invoice is created in the system.
Actions 1
  • Create Client — Creates a new client record in the system.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

IRS Solutions + SMS: common questions

Can IRS Solutions send an SMS when a client is added?

Yes. New Client can trigger Send SMS in Mobile Message. Use it for a welcome or administrative next step, while keeping confidential tax information out of the text and directing detailed matters to your approved channel.

Can a new IRS Solutions client become a Mobile Message contact?

Yes. Pair New Client with Create Contact to create the SMS record using the client information supplied by IRS Solutions. New Invoice can separately trigger a message for an appropriate payment workflow.

How do I connect IRS Solutions to Mobile Message?

Configure the Zap in Zapier without code. You need both an IRS Solutions account and a Mobile Message account. Choose the client or invoice event, select the Mobile Message action, map the fields, test it, and enable the Zap.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!