Getting the most out of your telephone walkthrough

To get the very best out of your full feature trial with telephone walkthrough, please invite all those involved in the decision making process to be part of this live, interactive and exciting walkthrough of the App.

During this time together you and your team can discover how CPAs have:

  • Increased client engagement
  • Communication which is 4-5x better than email
  • Tools which save time and money
  • Protection of their firms’ brand
  • A single, intuitive interface that works with the 3rd party accounting, bookkeeping and portal systems used by clients.
  • A digital platform ready to develop and work with IRS as they bring forth Digital Tax Accounts and quarterly reporting
  • Marketing differentiation and referral generation

For any support ahead of your scheduled demonstration please feel free to contact me directly, I will happily answer questions, help you get your trial App downloaded and ensure you get the most from our conversation.

Many thanks,

dan-sig-new

Daniel Richards | MyFirmsApp | [email protected] | USA: 347 748 9098 | UK: 01325 469603 | AU: 02 8015 5480

We chose the MyFirmsApp solution because we recognise the shift in society which is overwhelmingly technology based today – across all generations.

The GPS Mileage Tracker, Photo Receipt Manager and especially the Push Notifications we can send, create real value with our clients. In fact, the ability to send a Push notification is one of the capabilities that we find most beneficial! It saves so much time, even for sending out general reminders – and our clients love them too. We can also post important articles in the App which keep our clients up to date with tax law issues and help answer questions we frequently receive from them.

More and more clientele are part of the millennial generation and they will be expecting their CPA firm to have an App. Just in the first 10 days roughly 15% of our clients have it, and that number will continue to grow rapidly. What’s more, we are the first firm in Houston to have their own App for clients, and the marketing differentiation this creates for us is truly fantastic. In short – this is something all CPA firms should have!

Jim Turlington – Turlington, Reeves & Orlando, PLLC