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

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222