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