The most powerful marketing strategies for every tax business

Learn how to implement proven strategies and incorporate our latest marketing material.

Works with the leading tax software

Stay consistent and
add value throughout
the year

Choose a specific niche and share how you can solve their specific tax problems. Learn their problems, and consistently share advice, so that you build trust with potential clients.

Improve retention
with a simple greeting strategy

Include current clients in a campaign that sends greetings throughout the year. This includes: Mothers Day, Fathers Day, Memorial Day, Labor Day, Halloween, Independence Day, and Thanksgiving.

Choose from a variety
of unique marketing displays

You can share your unique download link with anyone through email, text, or messenger. Once they click your link, they’ll be directed to your home screen to get started.

Enhance your presence
on Google, Facebook,
and Linkedin

Learn simple ways to increase your relevance on these platforms, and start using them to attract more people to your tax business.

Ready to get started?

Schedule a demo today and join the thousands of tax pros using our tools to effectively grow their tax businesses.

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COVID-19 Update: Extremely long wait times if you call us

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