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.