Grow & Streamline Your Tax Practice in 2026
✅ Join us live for a chance to win one of five Amazon Gift Cards ($100 & $50 prizes)!*
✅ Every attendee also gets a Free Tax Season Checklist.
Wednesday • November 5 • 10:00 AM Pacific | 1:00 PM Eastern • 30 min + Q&A
Tax Season 2026 is right around the corner and top tax professionals are laying the groundwork for success.
We’ll cover:
✅ How automation can simplify operations and save hours each week
✅ How AI-driven tools are improving client engagement
✅ Proven ways to re-engage clients early and strengthen retention
✅ Strategies to boost your reviews and attract new clients before peak season
Save Your Seat
*Giveaway open to webinar attendees only. Must be present at the live session to qualify. Winners will be selected and announced at the end of the webinar. Gift cards will be delivered via email within 5 business days. One entry per registrant.
Meet Your Speakers
Erica Whorley
Owner, A & E Financial services
Owner of a successful tax practice and a longtime Textellent user who has streamlined client communication and boosted engagement through automated texting.
Wade Mosier
Head of Sales, Textellent
A results-driven sales leader with experience at Dell, MultiView, and more, he’s known for boosting revenue, refining sales processes, and developing future leaders through data‑driven strategies.
Gabriela Figueroa
VIP Insurance and Services
Gabriela Figueroa, of VIP Insurance and Services, who also runs a thriving tax practice and uses Textellent to stay connected with clients and grow her business.
Majeed Ghadialy
CEO, Textellent
A 19-year tax industry veteran and engineer who built Textellent to solve real communication gaps. His vision helps tax professionals engage, operate, and grow through practical innovation.
What you’ll learn during the 30-min webinar
Simplify Operations with Automation
See how leading tax firms are using automation to cut repetitive tasks and save hours every week.
Re-Engage Clients Earlier and Boost Retention
Discover simple strategies to reconnect with past clients early, so they return before peak season hits.
Use AI to Better Client Communication
Learn how AI tools can help you respond faster, increase engagement, and deliver a better client experience.
Increase Reviews and Attract New Clients
Get practical tactics to grow your reputation and bring in more new business before tax season 2026.
FAQs
Who should attend this webinar?
Tax professionals, firm owners, and preparers looking to stay competitive and reduce stress heading into the 2026 season.
How do I join the session?
Once you register, you’ll receive a confirmation email with the Zoom link and calendar invite.
Will I be able to ask questions?
Yes! There will be time for live Q&A with the speakers at the end of the session.
See How We’re Helping Teams Win
Ready to Jump Ahead of 2026 Busy Season?
Spots are limited for this 30-minute webinar! Lock in yours now and leave a plan to drive retention, reviews & referrals – before busy season crunch time.