MarTech for Accountants: Maximize Your CRM System Tags

Businessman with laptop and papersYou also can combine them in searches.

By Jassen Bowman
Tax Resolution Systems

Most CRM systems rely heavily on using tags for group and categorizing contacts.

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The following is one suggested system for organizing and tagging your contacts. Modify this to meet your own needs and practice goals.

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Jassen Bowman

Jassen Bowman EA

About the Author

Jassen Bowman is an Enrolled Agent who spent eight years exclusively representing taxpayers who owe back taxes to the IRS.

 

He has presented over 200 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm.

Boman is the author of several tax books for both consumers and practitioners and is the founder of Tax Marketing HQ.

In his free time, Jassen is an ice dancer and figure skating test judge.

 

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