Marketing Support

Enhancing Your Tax Office's Competitive Edge

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Get More Customers in your Office With the Right Marketing Materials

In the dynamic landscape of tax services, maintaining a competitive edge is paramount to your success. With so many tax offices trying to grow as much as possible, differentiating your services and capturing your clients’ attention requires strategic marketing. Our comprehensive suite of marketing solutions empowers you to not only stand out but thrive in a bustling market.

Captivating Visuals: Create a Visual Identity that Resonates

Visual communication is a cornerstone of effective marketing. Our marketing materials can be strategically positioned within your office to keep our cutting-edge programs at the forefront of your clients’ minds. These tax office posters serve as constant reminders of the value you provide, creating a lasting impression and fostering client loyalty. Additionally, our eye-catching banners announce your presence in your community, proudly displaying the assurance of superior services. With these large-format banners, your tax office becomes a beacon for those seeking the finest tax solutions.

Seize Digital Frontiers: Leverage Social Media Platforms for Impactful Outreach

In today’s digital age, harnessing the power of social media can work wonders. Our array of attention-grabbing images specifically designed for social media platforms breathe life into your online business presence. These digital marketing assets will not only stop your clients from scrolling their feeds but also help you increase engagement, allowing you to forge deeper connections. As you share informative and visually appealing content, your tax office becomes synonymous with expertise and reliability.

Personal Touch: Direct Mail Postcards for Direct Impact

While digital strategies are essential, direct mail remains an impactful method for reaching your existing clientele. Our meticulously crafted postcards ensure that your message lands directly in the hands of your clients. This tangible representation of your commitment to their financial well-being adds a personal touch to your outreach.

Keep your clients informed about tax updates, promotions, and offerings, showcasing your dedication to their financial success.

Expand Your Reach: Tailored Spanish Language Support

The diversity of your client base demands financial inclusivity. Our Spanish posters cater to a wider audience, enabling you to extend your reach to Spanish-speaking clients. Ensuring that language barriers are eliminated, these tax office Spanish banners convey your commitment to serving diverse communities, enhancing your reputation as a tax office that truly understands and caters to individual needs.

Maximize Your Tax Season Triumph: End-to-End Business Support

Ultimately, our mission is to make this tax season your most successful yet. We are proud to offer US-based, bilingual customer service options, providing your clients with top-tier assistance in their preferred language. We also have live chat options to ensure a swift resolution of any questions or concerns, reinforcing client satisfaction. Our marketing support doesn’t end with visuals – our promotional tools equip you to market effectively and efficiently, empowering you to navigate the competitive market landscape with confidence. Additionally, our business reporting tools enable you to effortlessly track transactions, offering valuable insights into your tax office’s performance.

    Live chat options
    Promotional tools
    Keep track of transactions

Software Partners

The journey to tax office success starts with a software partner and ends with our comprehensive suite of solutions. This combination empowers you to rise above the rest. With visually captivating marketing materials (posters and banners), engaging digital assets, personalized direct mail postcards, financially inclusive Spanish-language support, and software companies you can trust, you’re poised to make this tax season your best yet.

Let us partner with you to navigate the intricacies of the market, ensuring your services are known, valued, and trusted by all who seek financial expertise.

The Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.

The Refund Advance is an optional tax-refund related loan provided by Pathward®, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, or $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $7,000. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

Pre-Acknowledgement Loans (approved prior to IRS Acknowledgement) have a $75 Marketing Fee.