How Tax Pros Get New Clients from Current Clients
You know that satisfying moment when you tap the first domino and the whole line topples in perfect rhythm? That’s what a referral system should feel like. One simple action sets everything else in motion.
With the busy season for tax accounting professionals right around the corner, you may want to attract a few new clients to your roster this year. And the best kind of new clients are referrals. Referrals are pre-vetted and built on trust even before the first meeting. Still, for a referral system to work its magic, you’ve got to make it easy for your clients to refer you.
That’s where Practice Panda’s expert written content can help.
1. Monthly newsletters makes it easy to forward
Serving your current clients well means showing up beyond the tax season. Monthly newsletters provide helpful content and resources – so helpful that they can’t help but share it! Practice Panda’s client-focused expert-written monthly newsletters are action packed with useful tips and reminders making it easy for your clients to forward when someone in their network says, “I really need a new tax accountant.”
2. Video Tax Tips makes it engaging
Video is king right now in marketing and it is one of the most common pieces of content clients will share with their friends. Practice Panda’s short, bite-sized TaxVids grab your clients attention and answer their questions like “how does the OBBBA impact my taxes?” or “What do I need to know about 2025 Taxes?”
TaxVids can be sent by email or easily shared on social media – both can be set up automatically – making it easy for clients to forward, share, or screenshot. Clients don’t have to think twice about sharing these tips with their people. When they re-share your post or forward your email, you’ve just earned a referral without even asking.
3. A professional website filled with resources makes it easy for referrals to vet you
The first thing someone does when they receive a referral? They look you up online. That’s why your firm’s website is so important. Your first impression should represent you as the professional – and tax expert – that you are. Practice Panda subscribers can add on our ready-to-customize websites designed to turn your referrals into new clients. When your website includes resources that your client uses often like financial calculators and a library of go-to resources answering all of their tax questions, this gives your clients even more opportunities to share your name with a friend.
Make referrals happen without asking
When your expert-written client-focused content is designed to be shared, each email, social post, or website resource becomes another perfectly placed domino. One tap from a satisfied client is all it takes to set your referral chain in motion.
With Practice Panda’s newsletters, TaxVid, professional websites, and more – you’re not just strengthening your brand and client relationships, you’re making it incredibly easy for your clients to spread the word. And when you make referrals easy, gaining new clients is easy too! Book a demo today to learn more.