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Seven Tips to Avoid Email Overload During Tax Season
Communications & Marketing

SEVEN TIPS TO AVOID EMAIL OVERLOAD DURING TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper, Marketing, Sales, and Business Development
Course Description

Trying to manage 60-hour workweeks during the busy season is hard enough without the added stress of back-and-forth emails and hoping important messages don’t fall through the cracks.

How can you and your team avoid confusion, frustration, and burnout when it comes to managing client email?

During this free webinar, we'll share seven tips that will help you keep your sanity, increase productivity, and deliver prompt, professional replies to your clients during the tax season and all year round.

Learning Objectives:


  • Determine effective methods for limiting email distractions

  • Identify how to set and manage client expectations

  • Identify how to collaborate with your team to ensure fast, professional responses to clients

  • Recall software tools and technology tips to streamline your communication process

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

Jonathan Michael

LivePlan for Strategic Advisors
Outpost Marketing Manager
jonathan@paloalto.com

Liveplan

Jonathan has spent the last nine years developing and implementing digital marketing strategies. During that time, he has discovered that empathy and authenticity are strengths by which companies can effectively connect with individuals at every point along the inbound marketing funnel.

Linkedin

Peter Thorsson

LivePlan for Strategic Advisors
Director of Sales
peter@paloalto.com
(646) 642-5299

Liveplan

Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

About Our Presenter

Liveplan
Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.