A recent survey of several hundred tax professionals indicated their top two priorities were growing and streamlining their practices. Leading tax professionals can accomplish both objectives by adopting business texting and appointment management services into their processes. 

During this webinar, participants will learn a better way to engage and keep customers through text message marketing. We will discuss how you can use your existing business phone lines and toll-free numbers to engage and win customers with business texting services. We will also explore ways to measure the effectiveness of a text message marketing campaign. Lastly, we will discuss the importance of scheduling capabilities that provide meeting preparedness messages, reminders, review, and referral requests automatically tied to appointments, synced to personal Outlook, Google calendars, etc. 

Learning Objectives:

• Define ways to serve clients with greater efficiency 


• Compile ways to ensure previous clients return


• Evaluate innovative ways to attract more clients


• Determine a way to measure the effectiveness of new approaches


• Recognize techniques for getting more referrals


• Identify opportunities for 5-star reviews