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.
E-mail, your website, LinkedIn, X, and Facebook. Viewable on multiple devices; smart phones, iPads, desktop, or notebooks.
Result: Your message gets read!
Readers benefit if they give 3 seconds, 30 seconds or never longer than 3 minutes to the weekly tip.
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.
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.
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.
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.
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.
“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.
Our competitive pricing allows you to access top-notch resources without breaking the bank. Explore our pricing plans to find the best fit for your business needs.
Silver
Key client communication tools
Up to 1000 contacts managed
Monthly Client Update Newsletter
Weekly Tax Tips
4 TaxVid videos to email, post to social media, or publish on your website
Lobby Bumper Video Display Service
Most Popular
Gold
Access an array of content and services
Up to 2000 contacts managed
Everything from Silver, plus:
Entire TaxVid library
Marketing Resource Center
Platinum
For firms with high value clients
Up to 3000 contacts managed
Everything from Gold, plus:
Monthly Tax & Business Newsletter
Monthly Tax Planning Newsletter
Diamond
For the practice that understands the importance of retention and prospecting
Up to 5000 contacts managed
Everything from Platinum, plus:
FirmVid Service
Review Service
Referral Service
Consulting Service M-F 8am-5pm CST
PLUS! All of the above Plans include automatic Firm-Branded Correspondence in your emails and website & social media posts!
Here is a screenshot representing the content of your Weekly Tax Tip. Your’s will optionally feature your logo, website, phone number and social channels.
Here is a screenshot representing the content of your Weekly Tax Tip. Your’s will optionally feature your logo, website, phone number and social channels.