Flow · Tax & Accounting

We need a few documents

A complete Tax & Accounting conversation — deadlines, documents, reviews.

A complete two-way RCS conversation

This flow shows the full thread a tax & accounting customer would see — a verified business sender, a rich card, suggested replies they can tap, and the booking or confirmation that follows. Every message is fully customizable.

How RCS works for Tax & Accounting

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9:41

Ledger & Co

Business · RCS

Today

Hey {{first_name}}! Ledger & Co here with something just for you.

Tax season

We need a few documents

Hi {{first_name}}, to file on time we need your W-2 and 1099. Tap to upload securely in seconds.

UploadQuestions?

Upload

Happy to help! I can also sort out deadline reminders or return review whenever you like.

Deadline remindersReturn review

Deadline reminders

Done 🎉 I'm here whenever you need me.

RCS message