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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
Who Should AttendCPA - small firm
CPA - medium firm
Other
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.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

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.

Linkedin

Luis Galvis

Wolters Kluwer Tax & Accounting
Technical Marketing Manager
luis.galvis@wolterskluwer.com
7708575029

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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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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.