2015 Client Handouts CD Now Available

Post Date: 10/15/14
Last Updated: 10/15/14


The 2015 Client Handouts CD is now available and is shipping to customers. The new CD includes over 80 customizable handouts you can use to help explain tax concepts to your clients. Build customer loyalty and keep your name in front of your clients year round!

The Client Handouts CD is built to address your clients’ specific needs. Use the handouts to help explain tax effects of transactions and/or how to plan for situations in the future.

New Features for 2015
• Printed catalogue to preview and find the right handout fast. The catalogue includes:
- Sample of each handout with an overview and content highlights.
- Handouts broken down into tax topic categories.
- "Who Would Benefit?" chart identifying clients that would see value in the handout.
• Both 2015 and 2014 handouts included! Use the year drop down box to choose the year.
• Category drop down box to help find handouts fast.
• Category filters corresponding to the catalogue to make searching easy.
• "Recently Updated" filter to easily find new handouts fast, including quarterly newsletters and handouts updated for tax law changes.

Generate Client Referrals ... Guaranteed
Satisfied clients tell their friends. Distribute handouts from the Client Handouts CD to your clients. If you do not experience an increase in referrals, return the Client Handouts CD up to six months from your ship date for a full refund.
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