#QBO #accountingfirm #clientcommunication

Why Secure Business Texting Beats Personal SMS

Name: Why Secure Business Texting Beats Personal SMS
Uploaded: 2026-08-22T07:57:18+00:00
Duration: 2 min 36 s
Description: When clients text or email, those conversations shouldn't live on personal phones—they need to stay in your firm's records. Learn how to integrate SMS, email, and secure messages into a unified communication timeline so your whole team stays informed and compliant. No more fragmented conversations or data walking out the door when someone leaves.

2:36 · A clip from File Intelligence: The Document Layer That Powers Every Modern Tax Firm, taught by Chris Farrell

When clients text or email, those conversations shouldn't live on personal phones—they need to stay in your firm's records. Learn how to integrate SMS, email, and secure messages into a unified communication timeline so your whole team stays informed and compliant. No more fragmented conversations or data walking out the door when someone leaves. From the course “File Intelligence: The Document Layer That Powers Every Modern Tax Firm” (1 CPE credit, Information Technology, Basic): https://www.cpetoday.com/course/file-intelligence-the-document-layer-that-powers-every-modern-tax-firm-26c01503 Taught by Chris Farrell. CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #QBO #accountingfirm #clientcommunication

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