Client Retention: It's Time to Think About Marketing

Looking for ways to get new customers in the door this tax season? Or maybe old ones back in? For most tax professionals, the bulk of business is seen in the first quarter of the year. That leaves a pretty short window of time to market your services and drive business to your door. Consider reaching out to your customers early.

  1. Reach out to your existing customers. Prior year customers are 12 times more likely to return  if they were satisfied with your services and are sent a reminder.
  2. Reach new clients.
  3. Use TaxSlayer Pro to help easily create mailing labels and email distribution lists.

You can also mail special offers for referrals to your existing customers. This is a great way to get new customers in the door! Everyone knows the power of a personal referral. Potential new customers will reach out to family, friends or colleagues for referrals. Always have a plan of action!