Posted by taxguru on April 19, 2012
I was recently invited by Ed Lyon, one of the head honchos at TaxCoach, to be his co-host for the next Member Call-In webinar, on Wednesday, April 25. It’s not an actual phone call; but is run for about an hour with their webinar program over the internet, where the hosts actually speak and everyone else can type in questions and comments. If you are already a TaxCoach member, I hope you can join us next Wednesday. If you have been considering joining, now would be a good time to take that step. If you sign up before April 25, you will be able to take part in my Member Call-In appearance.
It’s been a while since I’ve discussed the benefits of the TaxCoach service. As with most programs of its kind, it has been benefiting from economies of scale. With its growing membership, they have been able to add many more useful features and updates at a much quicker pace than in past years.
They have also added a lot of additional higher cost services and features for tax practitioners who are interested in building up their client base that sound like they are well worth the money for those growing their practices. They are definitely a much wiser investment for adding new clients than the scam services that sell client referrals based on bait and switch tactics.
I know that their advice and strategies are solid because they are exactly what I did to build my practices back in California and here in Arkansas; speeches, seminars, newsletters and referrals. Their customizable seminar packages save a lot of preparation time.
I don’t run a lot of reports from it, but when I need to explain some tax saving strategies to clients, I find it the most efficient way to present that information to them.
Over the past several months, including during Tax Season, I have even been taking advantage of some other very useful TaxCoach services, weekly webinars – TaxCoach University and Member Call-In – that have been extremely informative as to how to best utilize the tools TaxCoach has available to all members; even those of us with the basic membership.
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