Marketing

A Basic Guide to Digital Marketing for Small Tax Firms

by Devon Davidson | Apr 8, 2020 | Digital Presence, Marketing, Video Marketing

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...

How to Drive Last-Minute Leads for Tax Season

by Devon Davidson | Mar 3, 2020 | Marketing, Referral Marketing, Social Media, Word of Mouth

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

by Devon Davidson | Feb 25, 2020 | Digital Presence, Marketing, Online Reviews, Practice Management

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

by Devon Davidson | Feb 11, 2020 | Client Retention, Marketing

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

by Devon Davidson | Jan 28, 2020 | Client Retention, Marketing

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...

4 Fast Ways to Optimize Your Marketing for Tax Season

by Devon Davidson | Dec 18, 2019 | Client Retention, Content Marketing, Marketing, Online Reviews, Video Marketing

With tax season just around the corner, many firms are stepping up their marketing to spread awareness and re-engage clients. But with so many marketing tools and tactics available today, it can be tough to decide which will work best for your firm. So today, let’s...