- Why SurePrep
- Talk to Sales
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!