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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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