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Free cpe webinars
Your Clients Should Be on Your App!


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 26, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Discover how leading firms are better engaging with current clients plus attracting new ones by differentiating their firms with this exciting and simple use of technology. Having a specialized app for your CPA firm provides solutions for so many key problems. MyFirmsApp created the perfect app package that allows every firm to have the perfect digital experience.

Tax season is no-doubt a busy time, but it is also an unrivaled opportunity to engage with new clients. We want to help you use this time to your advantage.

Course Objectives:

  • Discover the benefit of containing all your client Apps in one place

  • Learn how to use push notifications for more engaging client communications,

  • Identify the best way to deliver expert content to engage clients and prospects

  • Learn how all of this ties together to differentiate your brand

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Dan Richards has been working in the Accounting profession globally for the last 20 years. He is one of the pioneers of firms’ marketing, lead generation and client engagement strategies. From referral plans, to offline and direct marketing and appointment generation; to digital marketing across thousands of websites, email and online social networking. Plus he helped build and now lead the global pioneer in custom Apps for Accounting firms – MyFirmsApp. He is an international speaker and consultant to the profession as well as still being actively involved in the direct implementation by firms of all sizes in their marketing efforts, client engagement and App strategies. He believes passionately in progressive, forward thinking Accounting firms; the difference they can make in the lives of their clients and our wider world, and that they should own, serve and leverage the digital relationship that now exists between every firm, their clients and prospects.

About Our Presenter

MFA is a fast-growing fintech company that has developed a flexible, powerful and feature-rich mobile platform App that can be branded and tailored for firms of accountants and other finance professionals around the world. Founded in the UK in 2013 by CEO Joel Oliver, MFA has rapidly carved out a significant presence in the global App marketplace. Already, they have created Apps for almost 1000 professional firms across the world. It is the only App in the world for professional firms that is fully compliant, approved and endorsed by many of the major accountancy bodies. The MFA App’s success is largely because it benefits professional firms on many levels. In a rapidly evolving business world, it provides firms with a sophisticated, customised and fully branded tool that gives firms an essential mobile presence on clients’ Smartphones and tablets; it is also a highly effective marketing tool, helping firms to quickly and easily impress potential clients.