Weekly Tax Tips

Keep your clients informed & engaged

WEEKLY TAX TIPS: A service designed with you in mind

Your time is valuable. Your client’s tax needs are varied and vast. You need to communicate law changes. You need to educate. You need to identify clients that need your help. Meanwhile, large corporations are actively telling your clients to get rid of you.

That’s where Weekly Tax Tips can help.
Every week a firm branded Tax Tip is automatically published on your behalf. The tip is written by professionals in a way that is understood and valued by your clients.

Get a sample

How it works

Published through various channels

E-mail, your website, LinkedIn, X, and Facebook. Viewable on multiple devices; smart phones, iPads, desktop, or notebooks.

Result: Your message gets read!

Written to be consumed

Readers benefit if they give 3 seconds, 30 seconds or never longer than 3 minutes to the weekly tip.

Result: Your message is understood with a takeaway that says you create value!

You focus on your expertise, we worry about getting your message out!

The Weekly Tax Tip service is meant to augment what you do, by providing a hard-working tool that saves you time, generates consultation with those who need it, AND helps you grow your practice through retention and prospecting to valued clients.

Saves Time

We automatically distribute your Weekly Tax Tip through numerous channels: sending via e-mail, posting to your website, or linked to your social feeds like LinkedIn, Facebook, or X.

Target Clients & Prospects

Our e-mail tool allows you to segment your client list so you can target who you wish to receive your Weekly Tax Tip. This allows you to stay connected with current clients or use the tip to prospect for new ones.

Be the Hero

Our tips often go beyond the text and suggest possible ideas and benefits. These tips do not replace your expertise, but educate and help clients know when to contact you for help.

Interested? Sign up today. There are no contracts, cancel any time.

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Access to a full TIP Library

When you sign up for Weekly Tax Tips your clients also have access to a full 100 tried and true Tax Tips. That way key topics are always available for review and we help embed the widget on your website.

See topics + samples of past tips

What tax and accounting pros think

“I love the weekly Tax Tips! Clients love these. It has been a great communication vehicle that allows me to stay in touch with customers year round.” – Mary C.

“I love the newsletters and tax tips. The content provided is so relevant and the level of detail has allowed me to stay top of mind with my clients.” – Kathy C.