SMS communication FAQ

Not sure how SMS work in TaxDome or what the price is? Find out here in this FAQ!

1. Can I send bulk SMS?
2. Can I send group SMS?
3. Can I send images or media (MMS)?
4. Are there any limits on the number of messages I can send?
5. How much does it cost?
6. If I send SMS in bulk, will each response create a separate thread? How will I know they respond?
7. If a message is assigned to a contact who is associated with multiple accounts, in which account will I see the message?
8. Can SMS have multiple lines?
9. Can I port my existing number if I already have a Twilio account?
10. What number will I get? Can I choose it?
11. Will there be SMS automation in pipelines?
12. Can I set automated reminders (e.g., for signatures, approvals, invoices) as SMS instead?
13. Can I schedule an SMS?
14. Will there be a global SMS section?
15. Can I integrate SMS functionality with other communication channels, such as email or chat?
16. Will TaxDome users outside the US have automatic access to this feature? Are there any rate or regulatory differences?
17. Can I create and manage SMS templates for common messages?
18. Can I use my existing number that I already use with a different software?
19. If there is an automation in the pipeline for SMS, will a response to the SMS be an action item to move jobs from one stage to another?
20. Can I disable the Twilio integration?

1. Can I send bulk SMS?

Yes, you can send SMS in bulk.

2. Can I send group SMS?

No, sending group SMS (multiple people on one SMS thread) is not currently supported. Each SMS will be sent individually to recipients.

3. Can I send images or media (MMS)?

No, sending media messages is not currently supported. Instead, utilize TaxDome chats, which offer video and other multimedia capabilities for enhanced communication.

4. Are there any limits on the number of messages I can send?

A maximum of 6000 SMS can be sent in one day. If you approach or reach this limit, please contact our support team for assistance.

5. How much does it cost?

Initial connection fee of $30.15, the entire cost goes to Twilio:

• Twilio Brand registration: $4
• Twilio verification: $15
• First-month payment for the phone number and Twilio gateway: $11.15
• Monthly payment to Twilio: $11.15

Each incoming and outgoing SMS costs $0.04.

The next month's fee is charged 7 days before the month-end to ensure no payment issues, and the phone number is not lost if the payment is unsuccessful. Firm credits cover all the expenses mentioned above, similar to KBA. 

Find more on processing SMS fees.

6. If I send SMS in bulk, will each response create a separate thread? How will I know they respond?

Yes, separate threads will be created for each contact phone number. All new SMS messages will be visible within the corresponding SMS thread.

7. If a message is assigned to a contact who is associated with multiple accounts, in which account will I see the message?

When creating an SMS, you choose the account and contact to send the SMS. As a result, you will see the message in the selected account. More about sending SMS.

8. Can SMS have multiple lines?

You can send a single message equivalent to 10 SMS blocks.

9. Can I port my existing number if I already have a Twilio account?

No, you need to initiate a new connection process with Twilio, and you will receive a new number. Porting a phone is a complex procedure involving the participation of the provider who originally issued the phone. You will be assigned the first available phone from the list.

10. What number will I get? Can I choose it?

No, you won't be able to choose a specific phone number. We will provide you with the number automatically, and there is no option for selection.

11. Will there be SMS automation in pipelines?

Currently, there is no SMS automation in pipelines, but rest assured, we are diligently working on incorporating this feature in the upcoming updates.

12. Can I set automated reminders (e.g., for signatures, approvals, invoices) as SMS instead?

At present, setting automated reminders as SMS is not available. However, please be assured that we are actively working to introduce this feature in upcoming updates.

13. Can I schedule an SMS?

Currently, there is no option to schedule an SMS, but rest assured, we are diligently working on incorporating this feature in the upcoming updates.

14. Will there be a global SMS section?

We are currently developing a new feature that will display all your communications on one screen in a timeline format, including Chats, SMS, and Emails. Unfortunately, we cannot provide an estimated time of arrival (ETA) at this moment.

15. Can I integrate SMS functionality with other communication channels, such as email or chat?

At the moment, integrating SMS functionality with other communication channels, such as email or chat, is not in our current plans.

16. Will TaxDome users outside the US have automatic access to this feature? Are there any rate or regulatory differences?

The SMS feature is currently exclusive to firms in the US and Canada.

17. Can I create and manage SMS templates for common messages?

Yes, you have the flexibility to create SMS templates for streamlined and efficient communication. More about SMS templates.

18. Can I use my existing number that I already use with a different software?

No, you'll need to initiate a new connection process with Twilio, and you will receive a new number.

19. If there is automation in the pipeline for SMS, will a response to the SMS be an action item to move jobs from one stage to another?

Presently, there isn't automation logic for SMS in pipelines, but be assured that we are actively working on integrating this feature in the upcoming updates.

20. Can I disable the Twilio integration?

Yes, you can. You will lose the phone number, but all SMS threads will remain in the portal.