Conversations

Premier Wizard features a dedicated conversations channel to help you keep in contact with your customers. Two-way SMS and email communications so you never have to use the office cell phone or a 3rd party app to receive and send text messages to your customers. With an additional feature to plug directly into your Facebook page you can be sure to keep every interaction with your valued clients in one easy to use location

The Ultimate Done For You Tax Business Automator CRM & Software

Conversation History

Whether you are sending automated appointment confirmations or manually emailing a client you will always have a log of who said what. You’ll even be able to listen to calls you had last week.

Social media built-in

When you integrate your Facebook, Instagram, or Google accounts all messages from those platforms get dropped right into your conversations tab. No more logging into 4 different websites to run your social media DMs. Just hit reply and start messaging back from
Premier Wizard

Two Way Texting

Whether you are sending automated appointment confirmations or manually emailing a client you will always have a log of who said what. You’ll even be able to listen to calls you had last week.

Who Is This Business Training For?

The idea of offering services in the financial space - especially tax preparation services - can be intimidating for people with no background or experience.

But the truth is, you don’t need to have a degree to offer this service, nor do you need years of experience.

And that’s why I’ve designed this training program to work for almost everyone, regardless of prior experience, knowledge, and skills by teaching what you need to know to build your business from scratch, in a comprehensive, step-by-step, and easy-to-follow structure.

This program is made for:

People wanting to achieve financial freedom - for themselves and for their families - by building and growing their own business.

People with zero business experience - regardless of the industry - and looking to change the trajectory of their financial life.

People looking for a way to create their own wealth and leave their 9-5 jobs, and to become their own boss.

People who want to take back control of their time and energy, and be able to decide how to live their lives, without being at the mercy of their employers.

Premier Wizard

Supporting Tax Professionals Success Through Our All-Inclusive Sales & Marketing Platform

At Premier Wizard, we are dedicated to supporting the success of tax professionals through our all-inclusive sales and marketing platform. Our comprehensive solution is designed to streamline your practice's growth by offering a suite of powerful tools and resources tailored to your unique needs. From advanced lead generation techniques and personalized marketing strategies to client management solutions and performance analytics

Premier Tax Pro University’s Tax Business Growth and Done-For-You Business Automator

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Let’s talk about what Premier Wizard can do for your business.

Phone Number : 786.730.8100

Address :8440 NW 27th Avenue #112 Miami, FL 33147

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