Building a tax business Archives

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5 Digital Marketing Tactics for Tax Advisors

Get 5 actionable tips to help your tax practice leverage digital marketing.

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CRM for Tax Professionals and CPAs: How to Effectively Manage Tax Client Relationships

Explore the top three challenges CRM systems help solve, plus see how to avoid the top four mistakes when implementing a new CRM at your tax practice.

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Tax Advisor Q&A: How to Build Better Tax Client Relationships Through Life Event Planning

Dive into a Q&A with recommendations from a tax advisor who has 35-plus years of experience in life event tax planning.

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Tax Client Portals: A Guide to Selecting Software for Your Tax Practice

A secure client portal is a foundational aspect of your tax practice management software. In this guide, we explore what an effective client portal offers and how to select one that meets your tax firm’s needs.

How to Save Your Tax Practice 100s of Hours by Streamlining Client Engagement Letters (With a Case Study)

In this guide, we explore the multiple benefits of effectively sending tax client engagement letters annually. Plus, we show you how we can help your tax practice save hundreds of hours per year on the engagement letter process.

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Why (and How) to Change from Hourly Fees to a Retainer-Based Model at Your Tax Practice

Retainer pricing can help your tax firm attract high-value clients. In this guide, we dive into why and how to make the move away from hourly billing.

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Tax Practice Management: 4 Tips to Consider When Buying a Tax Firm’s Book of Business

In this article, we dive into four areas your tax practice can analyze to help decide if taking over a book of business makes sense for your firm.

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Tax Practice Management: A Guide to Effective Client Communication by Harness

In this tax practice management guide on effective communication, we give you a roadmap for improving client relationships and streamlining your firm’s communications strategy using the Harness platform.

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Beyond the Tax Return: Growing Your Tax Practice Through Comprehensive Planning Services

Learn how tax practices can implement a growth strategy by offering comprehensive tax planning services based on clients’ personal and professional milestones.

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Marketing Strategies for Tax Advisors: A Practical Guide to Help Grow Your Tax Practice

Use this guide and our 1-page planning worksheet to help your tax practice build a marketing strategy to attract high-value clients.