It can be five times more expensive to gain a new customer than to retain an existing one. For successful, sustainable marketing, retaining customers is just as important as attracting them.
Here are ten simple, actionable steps to keep clients returning to your tax practice year after year!
1. Offer Excellent Customer Service
The saying “Customer…
Is your tax preparation business prepared to face a lawsuit? Even though you strive for accuracy on each and every return, mistakes can and do slip through. Having the proper liability insurance in place protects you from significant financial loss.
Here’s what you should know:
What is Professional Liability Insurance? …
ways to set yourself apart from your competitors? Refund transfers can help.
What Are Refund Transfers?
transfers are a bank product that allows taxpayers to pay tax preparer fees
directly from their refund. Instead of paying your fee upfront, your clients
can elect to have it deducted from their refund.
When a client
chooses to use the refund…
If you’re looking for a way to
offer more to your clients, refund transfers could be a valuable addition to
your tax preparation business. Here’s what they are, how they work, and how
they can benefit your business.
What are refund transfers?
Also called bank products and
refund settlement solutions, refund transfers are one way your clients can
choose to receive…
Bank products provide a way for your clients to pay your fees and receive their refund with nothing out-of-pocket. If you’re unsure about using bank products, here’s everything you need to know about how they can benefit you and your customer base.
What are Tax Bank Products?
At their core, bank products are simply a disbursement option for your clients’ tax…