Discounts are offered on software, books, and other technical and marketing/management tools from industry leaders needed to help you grow your practice. Here are the following software company's we work with to provide member/seminar attendees with discounts.
Save hours with simple tax resolution & practice management software. Manage and share tasks, clients, engagements, and documents, all in one place, from any computer. Tons of robust, easy-to-use Tax Resolution automation features will save you 5-10 hours per case. Invoices, credits, and statements are now convenient to generate and send to tax clients.
Our software will also:
- Retrieve IRS transcripts & reports
- Gather data with online surveys
- Auto-populate IRS forms
- Streamline IRS collections
- Compare outcomes using analytics
As a leading provider of small business payroll and tax compliance solutions, we know what accounting professionals like you need to serve clients and build more profitable businesses. That’s why we offer multiple ways to work together — all backed by the outstanding service that you and your clients expect from our dedicated accountant teams.
The benefits of working with ADP
- Industry research including access to the CCH Resource Library & Learning Center and the Accountants Confidence Index
- Best-in-class technology and solutions for payroll, HR and more
- Unmatched service and support from a dedicated HelpDesk
- Anytime online access to your clients’ payroll data.
- Valuable insights, training and resources to help grow and support your practice
LEARN MORE: WWW.ADP.COM/ACCOUNTANT
PitBullTax Software is the ALL-IN-ONE web-based solution for preparing, handling, processing, organizing and tracking IRS Tax Resolution cases. It is an invaluable tool for tax professionals, attorneys, enrolled agents, and other taxpayer representatives involved in IRS Representation cases such as: Offer in Compromise, Installment Agreement, Innocent and Injured Spouse Relief, and Collection Appeal and Taxpayer Advocate Assistance cases.
DISCOUNT CODE (10% OFF): SPI7MN
- Requests & instantly downloads IRS Transcripts back to 1990.
- Works with individual & business transcripts.
- Requests, downloads & creates report in less than 5 minutes.
- Reduce the research and analysis required to correctly assess a client’s current IRS account and provide helpful advice.
- Program is installed on your computer. This is not a cloud application.
DISCOUNT CODE (10% OFF): ASTPS10
Free Trial: ASTPSTRIAL
We are the leading provider of practice management software and educational resources for firms in the tax preparation and public accounting industry. Our flagship application, WorkSpace™, combines a suite of core productivity and management features into an integrated solution, operated from a single-screen user interface. Do what you do best, we'll do the rest. You don't have to scour through various applications searching for different pieces of information anymore. You can bill more of your time instead of having to chase documents and information around the office. Having intelligibly designed, well-featured software means increased productivity, which means increased profits.
IndustryNewsletters is a powerful, modern, easy to use digital marketing tool for professional service firms with built-in interactive content. This robust email newsletter platform is designed to help accounting firms, estate planning law firms, payroll service bureaus, professional employer organizations, human resources companies, and employee benefits firms connect with clients, prospects, and referral sources, and build their business. Find out how we can help your company grow with innovative email marketing tools.
LEARN MORE: WWW.INDUSTRYNEWSLETTERS.COM
Textellent offers a unique, patent-pending Personalized Texting service designed especially for the Tax Professionals. It marries the best practices for marketing & communication for the Tax Preparation business with the principles of Personalized Texting mentioned above. It goes one step further and entirely automates the whole process!
The result is that, you enjoy the benefits of proven marketing best practices while saving many hours of work each day!
- Cross-sell your various services around the year
- Boost referrals for all your services
- Increase retention rate by staying in touch with clients in the off season
- Send birthday & holiday greetings automatically
- Position yourself for strong growth in the next tax season
Textellent enables you to establish a deep relationship with each of your clients. It will make you look great to your clients without the extra work! Join fellow tax professionals who are enjoying strong results and benefits.
LEARN MORE: WWW.TEXTELLENT.COM
Pass the Enrolled Agent (EA) Exam AND Learn Tax
Learn in-depth tax education on all relevant topics, including tax research and how to represent your clients before the IRS. Learn more about Tax than you would in college or on the job – in 6 months instead of 8 years!
Increased confidence when answering exam questions
With multiple testing tools and 150+ hours of recorded sessions, learn EA Exam test taking strategies like: how to eliminate wrong answers, shortcuts on math questions and how to answer questions you’ve never seen before
Learn the material in the style that works for you
Live online lectures, discussion forums, video replays, downloadable MP3s, listen whenever you want. Study with partners who share your goals or work alone. Whatever your learning style we accommodate you.
You’re in the class until you pass / Ongoing Support
No additional fees if you need time off and want to finish studying next year. Gain access to a likeminded community where you can ask questions not just about tax but also about the business of being a tax professional.
We work with clients who want results week in and week out and spend money on branding as a by-product of the overall goal…lead attraction and customer conversion
What we can do for you…
We can take the people on Facebook, LinkedIn, Twitter, YouTube, Google+ and others, turn them into your customers and keep them buying from you for life.
LEARN MORE: WWW.ELITEDIGITALGROUP.COM
Increase the return of your direct mail! Our creative, unique and clutter busting 3D mail products and grabbers will explode your direct mail results. Look into our products section free example sales letters and headlines to help you easily incorporate 3D Mail into your campaign and amplify your returns.