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Choosing The Right Tax Software: The Top 10 Questions Everyone Should Know

Jesse Arroyave on Sep 26, 2017

Having worked in the tax and accounting field, I have had the pleasure of working with many tax professionals. One topic that often arises, in particular at trade shows, is tax software. You have your loyal Drake followers, your Lacerte advocates and everything in-between. Value is one term you hear a lot when you are in the Drake circle. For Lacerte, it’s a workhorse that is complete and very efficient in regards to entry style. The fact is that renewal rates in the industry are very strong and usually run in the 95% range across the board. On occasion, you will have a tax software company make a mistake or two that cost them a few points off their renewal rate but in general the rates stay very stable. The point I want to discuss today is for new preparers or preparers that have finally realized that consumer DIY software is not the right fit to run a growing business.

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3 Easy Ways for Tax Professionals to Stay Informed with Tax Updates

Jesse Arroyave on Aug 07, 2017

The most successful professionals are those who keep up with the changing trends of their industry. For tax professionals, however, this can be a difficult feat to manage. In the ever-changing environment of tax work, here are a few tips to keep you informed of any tax updates.

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Email Marketing Mistakes Tax Pros Never Want to Make

Jesse Arroyave on Aug 03, 2017


Email marketing remains one of the most powerful lead generating tools we use today. If they've provided you with their email address, then they've showin interest in your product. And addressing your audience quickly and effecitvely drives growth to your tax office. Why is it so great? Almost everyone has an email address, and more importantly, they check it EVERY...SINGLE...DAY. Not to mention those that check every 5 minutes for fear of missing something. Checking our emails have become very habit-driven, and can even distract us frequently throughout the day. That’s where you come in. You’re the healthy distraction they’ve been looking for. The problem is that most tax pros simply send the email, hope to get a response, and then figure out what to do afterwards. Big mistake.

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Best tax tips to help gain new clients for tax season - Part 2

Jesse Arroyave on Jul 24, 2017

The purpose of this blog series is to share creative ways to attract and gain new clients (more leads), so that you can use them in your own business. Our previous post touched on tax tips to help market your tax services , and as we continue to gather leads, it's important that we work together in seeing what works and what can be improved. That way, tax professionals can be more effective and focus on the strategies that will help you improve your tax business.

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TurboTax and Credit Karma vs Tax Pros - Part 1

Roger Chinchilla on Jul 18, 2017

It's 2017 and software is constantly making our lives easier. The do-it-yourself model continues to take over services that used to require professional assistance. Need a new house? Forget the broker's fee and just buy it online. The tax industry is no exception to this rule. Something that used to require a trip downtown to your friendly neighborhood tax profressional can now be done from the comfort of your home.

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How to Have Stress-Free Tax Season

Daphne Veras on Jan 31, 2017

Piles of paperwork, jam-packed waiting rooms, phones ringing incessantly. Ahh, good old tax season.

I know you had a checklist and did everything possible to get prepared ahead of time, but now that it’s in full swing, is there anything we can do to make sure it’s stress-free?

All right, so stress-free is bit of a stretch. But between the substantial amounts of caffeine, large workloads, and long hours, there are a few things you can do for a less stressful and perhaps even fun season.

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How to Engage Your Audience with Video Content: Actionable Tips for Tax Pros

Jesse Arroyave on Oct 07, 2016

We’ve been talking a lot about focusing on people’s attention and the importance of challenging ourselves in order to become successful. On one side, we see how Facebook serves as a great platform to share your information and content with everyone. The other side reflects your ability to embrace change and try new things. Still, I think it’s even more important to dive deeper with concrete examples and ideas of how to engage your audience.

With that said, ask yourself how much video content you’ve displayed. Do you think it’s worth it? Are people really paying attention to it?

If you’ve ever been on Facebook, sometimes you can’t help but wonder how a video received so many views. But is it really that hard to imagine something very funny going viral? Not really. When it comes down to it, they found a way to connect with people.

They found a way to be different.

So that’s what we’re going to do. I’m going to share some ideas of how to increase video engagement, and we’ll see who’s brave enough to try it themselves.

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Driving Change in the Tax Industry: A Call to Action for Tax Pros

Jesse Arroyave on Sep 30, 2016

The tax industry is very interesting, but I think for reasons that may be different from your own. It has tradition, it has a process, and it sticks to its deep roots. Every year tax professionals visit trade shows, hear what people have to offer, and then slowly prepare for the December time frame. It’s just like clockwork.

So why do I think the tax industry is interesting? Well, because no one seems willing to disrupt it.

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Facts Only by Refundo Episode 5

Daphne Veras on Jan 19, 2016

Check-out our 5th episode of #faxonly (facts only) by Refundo.

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Facts Only by Refundo Episode 4

Daphne Veras on Jan 18, 2016

We hope you are as excited as we are for refund season tomorrow!

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