Workflows & Automations
Leverage intelligent action based workflows to automatically add or remove a customer from a campaign. Make pipeline stage changes based on a lead’s activity or move clients from one pipeline to another to start sending them referral promotions after they’ve filed. You can truly build a completely automated customer management machine with Premier Wizard workflows.
The Ultimate Done For You Tax Business Automator CRM & Software
Automate the Little Things
One of the biggest time savers is automating all the little things that suck up your time in the office. Manually sending appointment confirmations is a thing of the past. If there’s a task your employees hate doing, remove their frustrations by automating it and let them spend their time more effectively.
If/Else Logic
The Premier Wizard workflows are intelligent enough to work with logic. You can tell the system to send directions if a client books an in-person appointment or a zoom link if they book a virtual one! The possibilities are endless.
Facebook Ad Automations
Integrate your Facebook Account with
Premier Wizard to unlock multiple features, such as adding or removing them from Custom Audiences to capturing leads directly from your advertisements.
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
FEATURES:
LEGAL:
INTEGRATIONS
AFFILIATES:
GETTING STARTED:
CONTACT US:
Let’s talk about what Premier Wizard can do for your business.
Email: [email protected]
Phone Number : 786.730.8100
Address :8440 NW 27th Avenue #112 Miami, FL 33147