Client and Portal Management
This instruction should be used when a Client Card already exists in your Portal. See here if you need more information on what a Client Card is: What is a...
Fri, 8 Nov, 2024 at 2:48 PM
Introduction calls for Clients that are looking to speak with someone prior to activation of their Tax Management System can be booked via your "Book a...
Mon, 21 Apr, 2025 at 9:28 AM
The tutorial video below walks you through sharing the various social post templates available to you in your marketing toolbox.
Thu, 31 Oct, 2024 at 2:29 PM
The video tutorial below will walk you through sharing the various email templates available to you in your marketing toolbox.
Thu, 31 Oct, 2024 at 2:28 PM
On Friday, December 18th 2015, the "Protecting Americans from Tax Hikes (PATH) Act was signed into law by President Obama. This law makes billions of ...
Wed, 2 Oct, 2024 at 9:51 AM
TMS is all-in-one solution to manage tax credits. The TMS does the work for Clients to qualify, track, and claim tax credits and incentives for past...
Fri, 27 Sep, 2024 at 1:50 PM
Getting Past The Gatekeeper If someone believes you are important, they will treat you differently. Use the steps below to ensure you are giving the ...
Tue, 24 Sep, 2024 at 3:46 PM
Follow up is done from the Client Card in your Portal. You will hear and see the term "Client Card" in multiple places. The Client Card is the re...
Wed, 30 Oct, 2024 at 10:44 AM
For those desiring more than the general marketing toolbox, we have made available some additional premium tools. These tools are provided at a smal...
Tue, 17 Sep, 2024 at 4:03 PM
The best way to get your Client started with services is to provide them your landing pages. This will allow them to get set up with their Tax Management S...
Wed, 2 Oct, 2024 at 9:56 AM