TEXT ALERTS

Get text updates on your account

Sign up to receive text messages about your tax, payroll and bookkeeping services directly from Clergy Financial Resources.

  • Takes under a minute
  • Only about your own account
  • Reply STOP any time

What this program is

Clergy Financial Resources sends text messages to clients who ask for them, tied to services you already have with us. These are not general marketing messages. Texts come from our office, not a third party, and relate only to your own account.

Tax deadlines

Reminders to submit organizers, documents or signatures by a due date.

Appointment reminders

Upcoming calls or meetings with your preparer or advisor.

Payroll & bookkeeping

Notices that a report, paystub or statement is ready to review.

Account updates

Status changes on a return, request or portal item that needs your attention.

Example messages

Here’s what our texts look like.

Clergy Financial ResourcesReminder: your 2025 tax organizer is due Nov 3. Log in to your portal to finish it. Reply HELP for help, STOP to cancel. Msg&data rates may apply.
Clergy Financial ResourcesYour October payroll report is ready for review. Reply HELP for help, STOP to cancel.