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DISCOVER HOW TAX & FIRM MANAGEMENT HELPS YOU KEEP UP WITH MARKETING STRATEGIES

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 5, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

One of the most common questions that Tax & Accounting Professionals ask is how to grow and market their businesses effectively. To maintain success in today's competitive market, it is important to take initiative, grow your clientele and adopt measures that will maximize revenue year-round. By simply implementing a strategic marketing plan, any professional can achieve success by raising awareness, networking and optimizing their online presence.

During this webinar, you will discover how our Tax & Firm Management Solutions help support your strategic marketing plan.

Learning Objectives

  • Tips & tricks.

  • Best practices.

  • Promotion tracking.

  • Efficiency Tracking.

  • Secure client communication.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Blake Floyd

Wolters Kluwer Tax & Accounting
Solution Architect, CCH iFirm
blake.floyd@cchsfs.com
(847) 580-5000

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Blake Floyd has 8 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Sales Engineer. In his current role as a Solution Architect for CCH iFirm, his focus is on working with tax and accounting professionals to help them as simplify their processes and improve their overall efficiency and productivity, and profitability.

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

About Our Presenter

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Since the federal income tax was created in 1913, Wolters Kluwer Tax & Accounting has been delivering insightful, industry-leading resources, as well as step-by-step guidance, on a wide variety of tax and accounting issues. We serve as a strategic partner to Small Professional Firms, Commercial Tax Preparers, CPAs, EAs, National Tax Chains, Tax Attorneys and Auditors, helping them research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency, while advancing their businesses with innovative, integrated and customer-focused solutions that support their workflow to enhance productivity and profitability. Whether you prepare individual 1040, multi-state or complex business tax returns – we have a range of options to fit your business. We invite you to explore our products to discover the Tax & Accounting solution that's right for you!