Facebook for Tax & Accounting Firms
Facebook is more than a tool for connecting with friends and family—it’s also a fantastic way to market your tax and accounting firm! You can use Facebook to promote your different services, nurture client relationships and increase recognition for your firm. Here’s...
A Basic Guide to Digital Marketing for Small Tax Firms
Growing your small tax firm online can be overwhelming, especially if you’re creating and publishing your own client content. That’s partly why it’s so difficult for small tax firms to excel on the web: limited time and resources. Thankfully, with the right digital...
Predictions for the Future of Tax & Accounting Marketing
The world of tax and accounting marketing is changing quickly, thanks in part to the rapid evolution of technology. Let’s take a look at the top marketing trends your firm should watch in coming year and beyond. The Rise of Automated Marketing IT and marketing...
How to Drive Last-Minute Leads for Tax Season
Many CPAs, accountants and tax professionals make a final push for clients as we dive into the peak of tax season. After all, this marks a unique time of year where business and individual clients are actively searching for your services. So if you’re looking to take...
Preparing for Tax Season in 3 Simple Steps
Is your tax and accounting firm ready for the busy season? For most of us, it’s easy to get so swept up in billable time and clients that we overlook other important tasks—like ensuring it’s easy for clients to leave online reviews or submit payments after...
Your Checklist to Prep Clients for Tax Season
You’ve done all the prep work for tax season: your firm’s site is up to date, you’ve got a clear payment system in place, and you just pushed a new email campaign to pull some last-second leads through the door. But have you given everything your clients need to be...
3 Simple Technologies to Grow Your Tax Firm in 2020
Today’s marketing tools are more advanced than ever. And while these solutions bring great opportunities for your tax firm, most carry a steep learning curve as well. Thankfully, there are plenty of simple marketing technologies your firm can use to attract and retain...
Tax Season 101: Managing Client Overload
Tax season is overwhelming for even the most seasoned tax and accounting professionals. Thankfully, there are a few simple strategies your firm can use to help manage your time and avoid client overload during this stressful time. Today, let’s explore how these...