How communicating with the right channels, message, and timing gets clients through the door in 2020's unique tax season

What do the 2020 deadline changes mean for accounting firms?

You'll learn:

See how to navigate the unique 2020 tax season and get new clients by focusing on the following:

  • Channels for contacting customers
  • Messaging to attract more business
  • Finding the right timing

“The types of tax tips customers hope to hear are generally things that apply to all taxpayers. They are interested in the finer points of hidden deductions, health insurance, and other investments that could lower the amount they pay in taxes. Promotional and educational emails, in-person meetings, and mailers distributed by your firm should incorporate these themes”

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