Click Here To Watch A Quick Demo!

Unlock Your Firm's Growth Potential: Introducing the New EPS Edge CRM

Join our exclusive webinar to discover how to attract, manage, and retain more clients with the only platform built specifically for your tax practice. Learn how to seamlessly integrate client management with powerful financial products designed for tax professionals.

Click Here To Watch A Quick Demo!

Webinar Details

Date: Tuesday, November 4th 2025

Time: 1 PM EST

Unlock Your Firm's Growth Potential: Introducing the New EPS Edge CRM

Join our exclusive webinar to discover how to attract, manage, and retain more clients

with the only CRM built specifically for your tax practice. As a valued EPS client, you're

invited to get a first look at how to seamlessly integrate client management with your

existing EPS financial products.

Click Here To Watch A Quick Demo!

Webinar Details

Date: Wednesday, October 8th 2025

Time: 1 PM EST

Click Here To Watch A Quick Demo!

Who This Is For

  • Tax Professionals looking to streamline their practice and boost revenue.

  • Tax Office Owners tired of juggling multiple software systems to manage their clients.

  • Solo Practitioners who want to automate client follow-up and communication.

  • Growing Firms that want to convert more prospects into loyal, long-term clients.

In This Webinar, You'll Discover

The Power of a Unified System

See how EPS Edge integrates with your existing EPS products to create a seamless workflow.

Automated Client Communication

Learn how to use SMS, email, and automated follow-ups to keep clients engaged without lifting a finger.

Lead Capture & Conversion

Discover how to capture more leads from your website and turn them into paying clients.

A First Look at the Features

Get a live demo of the EPS Edge CRM and see how it can transform your practice.

Exclusive Offer for Attendees

Webinar attendees will receive a special offer to get started with EPS Edge.

(Seats are limited – save your spot NOW!)

Compare Our Plans

Discover clear pricing plans, detailed feature breakdowns, and choose the best option to maximize your investment.

  • Phone Calls/Dialer

  • 1-Location

  • 2 Way Text & Email Conversation

  • Web Chat

  • Reputation Management

  • Facebook Messenger

  • Missed Call Textback

  • Invoice

  • Calendar

  • CRM

  • Surveys

  • Trigger Links

  • SMS & Email Templates

  • Funnels

  • Forms

  • Workflows

  • Campaigns

  • Blogs

  • Email marketing

  • GMB Messaging

  • GMB Call Tracking

  • Social Planner

  • Text To Pay

  • Proposals & Estimates

  • Opportunities

  • Websites

  • Memberships

  • All Reporting

  • Triggers

  • Blogs

  • Phone Calls/Dialer

  • 2 Way Text & Email Conversation

  • Web Chat

  • Reputation Management

  • Facebook Messenger

  • Missed Call Textback

  • Invoice

  • Calendar

  • CRM

  • Surveys

  • Trigger Links

  • SMS & Email Templates

  • Funnels

  • Forms

  • Workflows

  • Campaigns

  • Blogs

  • Email marketing

  • GMB Messaging

  • GMB Call Tracking

  • Social Planner

  • Text To Pay

  • Proposals & Estimates

  • Opportunities

  • Websites

  • Memberships

  • All Reporting

  • Triggers

  • Blogs

  • 3-Locations

  • Phone Calls/Dialer

  • 2 Way Text & Email Conversation

  • Web Chat

  • Reputation Management

  • Facebook Messenger

  • Missed Call Textback

  • Invoice

  • Calendar

  • CRM

  • Surveys

  • Trigger Links

  • SMS & Email Templates

  • Funnels

  • Forms

  • Workflows

  • Campaigns

  • Blogs

  • Email marketing

  • GMB Messaging

  • GMB Call Tracking

  • Social Planner

  • Text To Pay

  • Proposals & Estimates

  • Opportunities

  • Websites

  • Memberships

  • All Reporting

  • Triggers

  • Blogs

Frequently Asked Questions

Can this integrate with my current business processes?

That's one of the most exciting parts! During the webinar, you'll see exactly how EPS Edge works with your existing business management systems and processes. The integration might surprise you with how much easier it makes your entire workflow.

I'm not very tech-savvy. Will I be able to use this?

Absolutely! This was designed specifically for busy tax professionals, not tech experts. During the webinar, you'll see just how intuitive and user-friendly it really is.

What if I miss the live webinar?

While we'll send a recording to all registrants, the exclusive offer and interactive Q&A session are only available during the live presentation. We highly recommend attending live to get the full value.

How long is the webinar?

The webinar will run approximately 45-60 minutes, including time for live Q&A at the end.

Will this replace my current tax software?

Not at all! This works alongside your existing tax preparation software and actually makes your current workflow more efficient. You'll see exactly how during the demonstration.

Can this really help me get more clients?

We'll show you exactly how during the webinar, including real examples from tax professionals who've seen impressive growth. The strategies might surprise you!

What kind of support do you offer?

We provide excellent customer support with the same high standards you'd expect from a professional financial services company. This comes with comprehensive support, plus some additional benefits we'll reveal during the webinar.

Is my client data secure?

Absolutely. This follows strict security standards with bank-level protection that you can trust.

Can I try this before committing?

We'll discuss all the options during the webinar, including some special opportunities available only to attendees. You might be pleasantly surprised by what we offer.

I have multiple locations. Can this handle that?

Yes, and we'll show you exactly how during the presentation. The multi-location capabilities might be more robust than you'd expect.

Will I need to manually enter all my existing client information?

That's a great question, and we'll address exactly how the setup process works during the webinar. There are some time-saving options we'll reveal that you'll definitely want to hear about.

What makes this different from other client management tools?

That's one of the key things we'll reveal during the webinar! There are some unique approaches we've developed specifically for tax professionals that you won't find anywhere else.

Still have questions?

Join us for the live webinar where we'll have dedicated time for Q&A.

(Seats are limited – save your spot NOW!)