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Grow Year-round Revenue with Personalized Texting & Self-service Appointments

June 20, 2018 @ 12:00 pm - 12:30 pm UTC-5

Tax Season 2018 is complete and now is the time to work on growing your off-season revenue. Do you offer other services during the off season? How do you promote them? What do you do to boost client retention and referrals for your tax preparation business?

Learn how you can use Personalized Texting to:
• Cross-sell your various services around the year
• Boost referrals for all services
• Increase retention rate by staying in touch with clients in the off season
• Send birthday & holiday greetings automatically
• Empower clients to book their own appointments
• Save time & missed revenue with automated appointment reminder texts
• Grow your bottom line while maintaining limited off-season work hours!


June 20, 2018
12:00 pm - 12:30 pm


Online Webinar