Everything you need to keep your clients engaged and your tax and accounting firm growing using one convenient online platform.
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No technical or digital marketing expertise needed! We do it all for you.
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9655 Penn Avenue South
Minneapolis, MN 55431
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9655 Penn Avenue South
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Call us at 888.585.8424
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Tax Terms: Marginal Tax Rate [1:50]
Use this video to help your clients understand what the marginal tax rate is and how they can use it to their advantage.
2018 Tax Highlights [2:53]
Help clients navigate the 2018 individual tax landscape.
The IRS Loves Businesses [1:54]
Too often, businesses make unwitting mistakes that are paid for when the IRS scrutinizes their taxes and business practices. The good news? The IRS is up front with you on what is in their audit focus. Now there is a video that helps you communicate this with your valued small business clients.
Five Yearly Tax Essentials [2:21]
Here's a video your clients should view each year. These 5 topics are sure to catch the unwary taxpayer, but with a quick review it can save both you AND your client time and money.
The New Child Care Tax Credit [2:11]
Help clients learn how the recent changes to the Child Tax Credit affect them with this new firm-branded video.
The New World of Deductions: What Everyone Needs to Know [2:01]
Educate your clients on the new tax legislation changes around itemized deductions with this new firm-branded video.
The Tax Cuts & Jobs Act: What You Need to Do Now [2:15]
Use this video to keep your clients on course to file their 2017 returns and explain the 2018 changes in more depth.
2018 Business Tax Highlights [2:37]
Help clients navigate the 2018 business tax landscape.
How Long Should I Save It? [1:30]
How long do I keep this? This video describes the Federal recordkeeping guidelines.
Make the Most of Your Donations [2:03]
Non-cash donations can really reduce a client's tax obligation, but only if they know the rules.
Proving Your Deductions [1:58]
Helps clients understand what is needed to document and defend their deductions.
Ideas to Audit-Proof Your Tax Return [2:17]
Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas.
(FREE Bonus Video) Life Events: Marriage [0:49]
Help clients understand the tax impacts of getting married.
(FREE Bonus Video) Life Events: New Birth [0:49]
Help clients understand the tax impacts of having a baby.
(FREE Bonus Video) Life Events: Divorce [0:49]
Help clients understand the tax impacts of divorce.
2018 Tax Highlights [2:53]
Help clients navigate the 2018 individual tax landscape.
Five Great Tax Secrets [2:58]
Clients overlook tax deductions. Here are five things every client should know.