Grow Your Tax Business

What is a Refund Transfer and How Does it Work?

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…
READ MORE
Man upgrading his desktop computer from Windows 7 to the new version of Microsoft Windows
Pro Support Messages

Microsoft Will End Support for Windows 7 in January 2020

699 Closed
TaxSlayer Pro Support is committed to helping our customers take preventative measures against security threats targeting their businesses and clients. Beginning in January 2020, Microsoft will no longer support Windows 7 and all versions of Windows 8 Server. Therefore, as Microsoft will not be issuing security updates for these operating systems, TaxSlayer…
READ MORE
Woman tax preparer using bank products with TaxSlayer Pro
Grow Your Tax Business

How to Use Tax Bank Products to Grow Your Business

606 Closed
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…
READ MORE
Grow Your Tax Business

5 Customer Acquisition Strategies to Grow Your Tax Business

To maintain a healthy influx of new clients, your tax preparation business needs a carefully planned and executed customer acquisition strategy. Customer acquisition not only helps you avoid dips in income due to client loss, but it also allows you to grow your client base and significantly increase your income over time.Even with minimal marketing experience,…
READ MORE