Communicate with your accountant by text message

At Caplan Associates, we’re always looking for ways we can use technology to make your life easier, and make it simpler for you to get what you need.

We recently mentioned our mobile app, which allows you to capture and manage receipts and track business mileage, among other things.

You’ve also most likely seen our easy-to-read tax guide, which actually is easy to read. (It has bright colours and clear sections so you can jump to what’s relevant to you!)

Now, we’ve taken on board a service called TxtLog so we can record SMS/text conversations.

Whilst email is still the number one means of business communication, you’ve noticed that these days we’re all communicating a little more by text message.  From “will be ten minutes late” to “can you send me that IHT blog post?”, we use text messaging to communicate about some of the most critical aspects of your finances and tax situation.

On our end, TxtLog combines an app on our smartphone with a web portal where all communications are logged and saved.

On your end, nothing changes. You simply text us whenever you like – but now you can rest assured that texts will not be lost, forgotten, or need to be repeated by email.

Our TxtLog portal will accumulate all these texts (as well as emails, phone calls, and other communications we receive from you) so that it’s even easier to do business with us. And to get the information you need, when you need it.

So next time you suddenly remember you wanted to ask us about Class 2 NICs, or query whether you should buy that new property, or need a reminder of when your taxes are due, feel free to text us.  It won’t get lost, and you’ll be able to go on your way even faster.