Have you noticed how your email communication is not working as well as it once did?  Did you know 99% of texts are read within 90 seconds?  Your clients use texting on a daily basis and they expect you to also. They also want to be empowered to book & manage their own appointments without needing to call you, of course within your office hours and appointment rules. Personalized texting works because it comes from a real phone number and allows 2-way conversation, yet your personal mobile number remains private. Learn how you can dramatically improve client retention, gain more referrals and save precious time getting clients to make appointments and bring in missing paperwork. We will discuss the common challenges that every tax professional faces and innovative ways to address these with text marketing and messaging that works with your existing tax software. A demonstration will be provided.
 
Learning Objectives

• Why “Personalized” Texting is a complementary channel you should add to your marketing efforts See actual cost savings and marketing ROI (return on investment) results from fellow accounting offices of your size.


• How to use your client history information to send timely and relevant text messages and win back previous clients.


• Understand the campaigns you can run in the coming months to grow your practice before the new season.


• Learn how to cut costs by getting clients to make their own appointments with automatic reminders.


• See how sending reminders of missing paperwork, quarterly earnings deadlines can increase your efficiency.