Subscription Term: Receive immediate access. Subscription expires 12/1/2017.
Access: Each subscription allows a single user to manage a customizable profile. Additional profiles require the purchase of additional subscriptions.
Guide: Your subscription includes a printed reference guide to find handouts fast! Guides ship in mid-December.
- Tax Brochures: A large variety of titles used to explain tax concepts to your clients.
- Planning Tips: Help your clients minimize tax liability.
- Newsletters: Newsletters released early January, late March, mid-June, and mid-September.
- Organizers: Individual and business organizers. Get your clients ready for tax season.
Handouts cover a huge variety of tax-related subjects and are written in an easy-to-read format your clients will appreciate.
- Include handouts containing your name and logo along with materials submitted to clients.
- Email/mail handouts to new clients for a great first impression.
- During tax season, email/mail handouts to clients who have not yet scheduled their appointment.
- Add value by placing handouts on your website.
- Keep your name in front of clients all year by emailing/mailing quarterly newsletters.
- Impress a prospective client by providing a customized handout.
- Add value to client engagements by placing a handout in each client's folder before tax season.
- Enhance your professional image by making customized handouts available in your reception area.
- Improve customer service by allowing your office staff to provide client handouts to individuals who ask them tax questions.
“The Client Handouts are exceptional. All the handouts I have used are well written for my clients to understand and use. Being able to print them on demand with my contact information on them makes me look good.”
St. Paul, MN
"Excellent service & easy to use."
"Reasonably priced and a plethora of information. The easy to read content is effective when communicating with clients."
New Berlin, WI
“I loved the handouts...”
Wichita Falls, TX