One SurePrep customer achieved 96% client adoption of TaxCaddy! How will you maximize adoption? Use our TaxCaddy Marketing Materials!
We prepared a variety of materials for print, digital, and social so you can reach your clients wherever they are.
Get your clients excited about collaborating with you on their tax return – now that’s a revolutionary concept!
You may want to use both digital and print materials to prepare your clients for TaxCaddy. Our communication templates make that easy!
Email: You may want to send an introductory email to your clients so we provide you with an easy-to-use email template.
Blog Article: If you have a blog on your website, we have an article ready to be published – “5 Tips to Simplify Tax Time”.
Letter: If you prefer to send a letter in the mail, you can print our “Welcome and Instructions Letter Template”, and send it to your clients.
Twitter: A well crafted Twitter message can speak volumes. Use our sample message, or craft your own with the #Taxcaddy hashtag. Don’t forget to tag us with @TaxCaddy in your messages!
TaxCaddy simplifies tax time and improves client service. But don't take our word for it, we used a third party to survey TaxCaddy users.
BKD CPAs & Advisors
(TaxCaddy) feedback has been very favorable and some of our taxpayers who are habitually very late to provide their information have already submitted all their information to prepare their return. It (TaxCaddy) facilitated some clients an easier method to collect and submit their documentation.