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Finding New Tax Clients: 5 Tips That Work


Understanding The Tax Market Times are changing for tax businesses, and so is the market. Globalization and digital transformation have changed the way a customer connects to business. To stay ahead of the competition, it is essential for tax preparer to: Stay up-to-date with the tax laws and regulations Understand client needs Strategize a plan to seek new clients Every tax firm tries to adopt various strategies to improve their client list. Here are top five tips that will help you to attract new clients for tax and accounting firm.


Go Social One of the most effective ways to attract new clients is social media networks such as Twitter, Facebook, and LinkedIn. These platforms enhance the discoverability of your business on web, which further helps in seeking new clients. Joining networking groups on different social platforms like Facebook and LinkedIn can establish good relationships with your existing clients as well as prospects. You can further extend your reach by approaching similar audience through your client's connections.


Host Events Organizing different events like seminars, webinars, and participating in various accounting or taxation conferences will help your tax firm in reaching out to new prospects. Analyze carefully the demographics of audience in order to choose the right topics for the seminar. Free workshops on tax-related issues like tax-planning and changes in tax laws will attract the relevant audience for your business.


Build Trust Earning the trust of your audience is a crucial factor that can set you apart from your competitors. It is important that the existing clients are happy with the tax services and have good relationship with your business. Satisfied clients are the best referral sources for any business. Some important points which can help you in building trust and seeking new clients are: Replying to every email, comment, and other content addressed to the business or services. Connecting with the right influencers to market your services. Seamless on-boarding process for clients.


Create Quality Content Prospective clients will often go through the company's website, newsletters, blogs and other content. Therefore, it is important to make high-quality content for your clients. In order to create quality content, your content should be well-researched and solve customer's problems. Quality content is one that is informative and/or engaging for readers. Make sure you add an email subscription box/pop-up on your website to collect new leads.


Adopt Emerging Trends To stay ahead of competition, it is important to keep track of the latest trends in tax industry. Using modern-day technologies with existing accounting or tax software will ensure accuracy and improve the tax workflow. Adopting emerging technologies like cloud computing will help you to improve the productivity of the team. Cloud helps to automate most of the manual processes such as data entry, which, in turn, helps you to focus more on your business and increase your ability to handle new clients.


ABOUT US Ace Cloud Hosting is a managed service provider for accounting and tax professionals and the winner of the User Favorite Awards in Hosting category at Accountex USA 2016 and K2 2019 Quality Awards in Customer Satisfaction Category. We provide Cloud Solutions for Tax Industry on superfast SSD- based servers with 99.999% uptime, 100 days data backup, and Always-on Support. To know more please visit: www.acecloudhosting.com or Call Solutions Consultant at: 1-855-ACE-IT-UP


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REFERENCES 7 Tricks to Attract Clients to Your CPA Firms -Ace Cloud Hosting Little acts, big payoff: Making the most of tax season -Accounting Today Top 18 Events that Accountants Can’t Afford to Miss in 2019 -Ace Cloud Hosting

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5 Tips That Will Help You Find New Tax Clients  

Tax professionals constantly try to adopt strategies in order to find new clients and grow their business. Here are 5 tips that will help yo...

5 Tips That Will Help You Find New Tax Clients  

Tax professionals constantly try to adopt strategies in order to find new clients and grow their business. Here are 5 tips that will help yo...

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