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