Improve your tax firm’s client retention through year-round marketing
Year-round communication is key Communication with clients year-round helps build your tax and accounting firm’s credibility, increases brand awareness and establishes long-term client retention. And communication doesn’t just mean an email here and there – it means...
Using client retention to gain referrals and grow your tax & accounting firm
It’s a smart idea to evaluate your client base and make sure you know how to retain clients with great content. What worked well last season? What feedback did you get from your clients? How likely do you think clients are to refer your firm to someone else? Asking...
Quick tips for meaningful content and design changes to help your tax firm’s online presence
What your website actually says about your firm We’re just hitting the upswing of tax season – which means that NOW is the time when clients and prospects will start browsing online and comparing firms. Whether your main goal this season is to retain clients or...