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