Grow Your Client List this Tax Season

Help Your Tax Season Campaigns Succeed

During tax season every year, individuals and businesses are searching for help with their taxes - how well are they finding your firm? Dial800's end-to-end tracking helps you get vanity, local, and tracking numbers, manage custom routing, track the details of all your calls, and report on campaign attribution so you know exactly where new clients are coming from!

• Largest Online Database of Vanity, Toll Free & Tracking Numbers

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  Choose from Dial800’s database of over 500,000 numbers, including “TAX” vanity options to stand out with your clients!

  For our tax and accounting clients, we recommend a combination of numbers:

  • Memorable vanity numbers for your main lines
  • Local numbers for office locations
  • Bulk tracking numbers for use in marketing campaigns, including web leads and inbound calls

• Improve Efficiency with Flexible Call Handling

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  Every Dial800 number includes AccuRoute to design custom call routing rules, IVR menus, and more – the tool includes a drag & drop designer for easy creation, and you can log in any time to make updates.

  Your new system can be set up to automatically:

  • Route callers to their nearest office based on area code
  • Automatically change call flows to switch how calls are handled during work hours and nights/weekends
  • Distribute calls to users in a round robin, simultaneously ring, based on percentage & more
  • Direct calls based on caller data using call criteria routing

• Measure Ad Campaign Success with Marketing Attribution

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  Using Dial800’s tracking numbers and built-in tagging options, we can help you see where callers are coming from. By putting dedicated campaign numbers on landing pages or adding tracking numbers to campaigns, you can see:

  • Call volume by campaign
  • PPC ad keyword & adgroup
  • Organic, referral & social data
  • Landing page they entered your site on
  • The last page they were on before calling
  • Caller location for geo-targeted campaign information
  • Sales conversions associated with campaigns

  This understanding helps our clients manage ad spend better, focusing their resources on the best performing channels and campaigns to optimize marketing budgets and increase new client leads and accounts.

• Built-in Reports & AI-Powered Analytics

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  We collect hundreds of data points on every call, giving you a clearer picture of who is calling you this tax season. Dial800 can even show switch-level data, tracking calls that don’t connect.

  To manage your call tracking data and reporting, Dial800 helps you:

  • Create custom KPI dashboards
  • Rate & report caller sentiment
  • Automatically flag calls based on keywords such as “extension deadline” or “child tax credit”
  • Integrate Dial800 call tracking data with your other CRMs for a full client profile