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Free cpe webinars
Using Technology to Grow Your Practice & Increase Retention

USING TECHNOLOGY TO GROW YOUR PRACTICE & INCREASE RETENTION

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 7, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This course will review significant technologies impacting tax professionals and their clients. We’ll discuss cost-effective ways to use these technologies to your advantage and will show you how to get more out of your existing tech investments to better serve clients. Learn to increase your SEO rankings using new techniques for getting referrals and increasing positive reviews. Discover how automated approaches can help you better manage appointments (if appropriate) and get payments from clients sooner. We will review some case studies as well. Don't miss this opportunity to learn how to grow your practice while streamlining your processes with minimal investment.

Learning Objectives:


  • Identify how to get more out of your existing tech investments to better serve clients

  • Determine how to increase your SEO rankings using new techniques for getting referrals and increasing positive reviews

  • Give examples from case studies of how automated approaches can help you better manage appointments and get payments from clients sooner

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Majeed Ghadialy

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

Textellent

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.

About Our Presenter

Textellent
Textellent offers a unique Personalized Texting service designed especially for Tax Professionals. It marries the best practices for marketing & communication for the Tax Preparation business with the principles of Personalized Texting mentioned above. It goes one step further and entirely automates the whole process!