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Texting for Tax Pros: How to Grow and Streamline Your Practice

TEXTING FOR TAX PROS: HOW TO GROW AND STREAMLINE YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 29, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This course will review how texting technology positively impacts tax professionals and their clients. Our presenter will discuss cost-effective ways to utilize text-message-based technologies and will demonstrate how to integrate texting with tax software to better manage clients, cut down on tedious phone calls, and grow a practice. This technology can also be used to improve SEO rankings, increase referrals, better manage appointments, and even collect payments! Our presenter will also review case studies to further outline these examples.

Don't miss this opportunity to learn how to grow your practice while streamlining your processes with minimal investment.

Learning Objectives:


  • Identify how to easily integrate texting with existing systems

  • Recognize how texting can generate more referrals to grow a practice

  • Determine how to improve SEO rankings using new techniques for obtaining reviews

  • Evaluate how texting can help automatically set, manage, and follow-up on appointments

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Majeed Ghadialy

Textellent
Founder and CEO
[email protected]
(972) 200-7250 x302

Textellent

Majeed Ghadialy is founder and CEO of Textellent (www.textellent.com), a unique, patented personalized text message marketing service designed for Tax Professionals. He is a 20+ years veteran of technology and marketing with four patents under his name – three in the US and one in Japan. He also co-owned and operated an Income Tax preparation business for over a decade.

About Our Presenter

Textellent
Textellent offers a unique Personalized Texting service designed especially for Tax Professionals. It marries the best practices for marketing & communication for the Tax Preparation business with the principles of Personalized Texting mentioned above. It goes one step further and entirely automates the whole process!