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MAKE THIS TAX SEASON EASIER (3 SIMPLE TOOLS YOU CAN USE IMMEDIATELY)

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 12, 2013
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Marketing, Sales, and Business Development
Course Description

In this session you will learn tangible ways to have an easier tax season this year by increasing client satisfaction, and reducing chaos in your office.

Other industries have leveraged technologies designed to make client interactions easier and more meaningful. Learn how these three technologies are extremely relevant to the tax and accounting industry and see how in this industry, old practice management and client interaction methods have become obsolete.

Discover the ways your clients prefer to interact with you and the tools that are available to give them what they want.

This session will include a 15 minute demo of the SmartCenter software so you can see how other modern tax offices are taking advantage of available technology.

Learning Objectives

  • 3 top technologies that will make your job easier

  • Top 2 things your clients want from you and how to give it to them

  • The one thing 68% of your clients would take advantage of right now (if you offered it)

  • The most important thing you can do this tax season to make your staff love you!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Chris Basom

SmartCenter
Co-Founder
c.basom@getsmartcenter.com
(800) 926-5905

Smartcenter

Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.

Linkedin

William Hamilton

SmartPath
Co-Founder
w.hamilton@getsmartcenter.com
9493509595

Smartpath

William Hamilton is the co-founder of SmartPath. He has pioneered modern growth and retirement strategies with 1,000+ small firm owners across the country over the last 10 years.

About Our Presenter

Smartcenter
SmartCenter is a new cloud software to help you organize your tax practice and increase your revenue. The tax industry has changed, and your client’s are demanding more from you than ever. By using SmartCenter you can take back control over your practice. Manage client data better, provide additional services your clients want, and run your office like a modern tax pro, all from any computer by using SmartCenter.