DIGITAL TEMPLATES FOR UNITED STATES TAX PROFESSIONALS
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CANVA
TEMPLATES
CANVA
TEMPLATES
CANVA TEMPLATES
Client Welcome Packet
for Tax Pros
$47.00
Give your clients an amazing first experience
If we could roll out the carpet for our clients, we would! That’s how important client onboarding is for us, it means showing clients your brand of service from day one. This amazing client welcome packet contains everything you need to let your clients know that you are the real deal.
Reinforce your client’s decision to work with you
Being in the tax industry you know that the sale doesn’t end when they agree to work with you, it’s just beginning! Create loyal customers by bringing the wow factor from the beginning. This is a super easy, low cost way to show your customers that you care, with little to no additional cost. Show that you are different from your competitors and make sure your clients know that you are!
Ease your client into working with you
This welcome packet presents your audience with helpful information in a convenient and accessible way! Introduce your team, present your contract, resource, customer service details, and more.
Reinforcing your brand in your client’s mind
This welcome packet is the best, inexpensive, and practical way to help start a new client relationship while building your brand and becoming front-of-mind. Great way to earn referrals, too!
Comprehensive Tax Deduction Checklist and Action Items
How do you make clients love you? It's by giving them an irresistible offer! Blow up your mailing list by giving your prospects this amazing tax checklist for small businesses. Use this as a lead generation give away or earn passive income by selling it to them as a digital product!
Be the #1 Choice for your prospects
Small businesses are opening left and right, and you are in the middle of it, so shine as the go-to tax pro for these new entrepreneurs! Giving away valuable content such as this makes you the #1 choice for your prospects. They’ll be more likely to buy into your brand and come back for more.
No designer, no problem!
You don’t need to have graphics skills or hire one. You can add your logos, business name, and more in one easy click. If you find it lacking, you can add more pages, duplicate pages, and so much more with just less the amount of time and effort than doing it from scratch!
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we made sure this is exactly what your audience needs!
Small Business
Tax Checklist
$27.00
Webinar Bag
Email Kit
$47.00
9-Part Webinar Follow-up Series
Doing webinars are the hottest, quickest way to get new potential customers and grow any virtual business, but getting them to show up is key. The worst thing you could do is throw money down the drain by not nurturing them once they register.
This webinar bag is a 9-part email series made to ensure that your registrants show up on your webinar day.
No more overthinking about what to write!
There is no need for you to be a wordsmith here. It has complete instructions on how we left blank any information that needs filling in, so it will be easy for you. Save the file and edit according to your event’s details. And all that’s left to do is load this to your email marketing platform and you’re good to go!
Save time on future webinars, too!
This webinar sequence template just needs a little bit of tweaking so you can reuse it for future use. You don’t have to write from scratch, the structure has been provided, so just tweak some points and you’ll be done!
Save yourself time and money
Don’t think you can hire a copywriter just yet? That’s fine. All the copywriting has been done for you in this email sequence template. They were written to catch attention and engage. We made sure every email is crisp, clear, and inviting as if it isn’t your first time!
Comprehensive Tax Deduction Checklist
Are you the go-to tax pro for beauty bosses? This simplified checklist will help your clients save hundreds of dollars each year on their taxes! This powerful list contains all the common deductions that they might be missing out on as they prepare their taxes this year. It is a must-have they will for sure keep with them at all times!
You can give this away for free in exchange for their emails or contact information for your future marketing efforts.
Position yourself as the expert
Are you new to the industry? This checklist shows them you ARE the answer to their problem, and positions you as the go-to tax pro for their needs! They will recognize you as an industry expert and will get you great referrals, too from their own network!
Grow your list and attract the right clients!
If there’s no list, there’s no business to do! Grow your email list with this customizable flyer and attract only your best ideal clients. This PDF file can be printed and given to your target audience as a flyer or you can send it digitally as an attachment to your email.
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we have made sure this is made just for what your audience needs!
Beauty Boss
Tax Checklist
$27.00
Entrepreneur
Tax Checklist
$27.00
All-in-one Tax Deduction Checklist
This tax deduction checklist is one surefire way to make anyone feel excited about doing their taxes. It contains 7 easy-to-use sheets that makes tracking income and expenses straightforward. Now, they can manage their finances in an easy and organized way!
Be the go-to tax pro for your target clients
Your prospects and clients are going to love you because aside from the tax deductions checklist, it also includes invoice templates and monthly budget excel, which is a must-have for new business owners. This list not only guides them as they navigate through their financial and tax concerns, but also supports them in their entrepreneurial journey.
Build your own email list or use it to bring passive income
Just a few minor tweaks to customize this and you can start giving this away to your target customers for free and use it as a lead magnet to get their emails or contact information. You can also add more details to this, customize it according to how you do tax and you can sell it to your customers. Great passive income source!
Save yourself time and money
You don’t need to have graphics skills or hire one. You can add your logos, business name, and more in one easy click. If you find it lacking, you can add more pages, duplicate pages, and so much more with just less the amount of time and effort than doing it from scratch!
Answer your clients’ most asked questions
The aspect of homeownership is a bit tricky for many of your prospects and clients, so this question and answer checklist is definitely a must-have for them. Give them the answers to all their questions in one easy document and save yourself the hassle of countless emails or phone calls!
Position yourself as the expert
The guide starts off with everything a homeowner would need to know before filing their taxes with you. Your clients will be able to understand what deductions they qualify for in addition to what paperwork is necessary to qualify for these deductions. The quality and organization of this checklist will help reinforce your position as the leader of the pack!
Easily customizable Canva File
If there’s no list, there’s no business to do! Grow your email list with this customizable flyer and attract only your best ideal clients. This PDF file can be printed and given to your target audience as a flyer or you can send it digitally as an attachment to your email.
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we have made sure this is made just for what your audience needs!
Homeowner Tax Toolkit - Lead Magnet
$27.00
Realtor Tax
Checklist
$27.00
Comprehensive Tax Deduction Checklist and Action Items
Are you the go-to tax pro for realtors or real-estate agents? Explode your tax business with this powerful, simple-to-use checklist for realtors. Easily use this as a lead magnet, in your welcome packet or sell it as a product! Did someone say passive income?
Position yourself as the expert
Are you new to the industry? This template is the perfect addition to your marketing strategy. When your prospects get to know your business on their terms and if the product offers good value and information, they’ll be more likely to buy into your brand and come back for more.
Easily customizable Canva File
You don’t need to have graphics skills or hire one. You can add your logos, business name, and more in one easy click. If you find it lacking, you can add more pages, duplicate pages, and so much more with just less the amount of time and effort than doing it from scratch!
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we have made sure this is made just for what your audience needs!
Good design means good business
From food to products and services, we buy based on beauty. And the successful companies are those that paid a lot of attention to how their brand is being perceived. This set of graphic elements is sure to bring you up a notch from your competitors and will help you outperform their content.
Spruce up your templates and landing pages
Your landing pages and templates will look so much better with these graphic elements. Prettify your website, landing pages, social media posts, and even your onboarding forms. Now, you don’t have to spend hours and hours making your business look premium and professional.
Don’t pay extra $ just to get the best Canva elements
If you ever felt limited by the elements you can get for free on Canva, now you don’t have to! You can easily upload these graphic elements on Canva so you don’t have to pay extra $$ to make the best designs!
Save yourself time and money
Not a designer? No problem. Editing on Canva is easy and beginner-friendly. We have included a How-to guide along with this product so you can create your own designs as soon as possible. And if you need help, drop us a line and we’ll be there.
Graphic Elements
for Tax Pros
$27.00
Social Media Captions
for Tax Pros
$7.00
Schedule your social media content in advance
With all the tax work that you’re doing, you definitely don’t have the luxury of making social media content even if you want to. And that’s why this Social Captions template is a must have for you. You have 50 captions to choose from! Just a few tweaks and a dash of your personality and they’ll shine even more.
Be the expert people are looking for
Social media is still the easiest and fastest way to reach more people online. Posting regularly will make you front of mind for your customers and will position you as the authority for your target audience! Content is KING, but quality content is still better over quantity. These captions are made exactly to catch attention and give tons of value for your target audience.
Have more time to do business than get stuck with what to post
Find yourself overthinking about what to post? If you’re ever stuck in that moment, you can always grab one ready-made social media post caption for you! And with 50 ready- made captions, you can even schedule two months ahead of time! Posting content is time consuming, and if you can get it out of the way, you’ll have more time to do things that directly impact your income.
Save yourself time and money
Save your budget, there’s no need to hire your own social media manager yet! With this caption bible, you’ll always have something to post to keep your social media pages going while you’re still a one-man team.
Make your IG, Youtube and Facebook Stories more interactive and fun
Our custom IG stickers allow you to add special and interactive features to your Instagram Stories. These stickers will help you personalize your post and add interactive elements that you can use to set up a quiz or challenge to encourage your followers to participate and follow the trend!
Spice up your Stories and posts
Always explaining technical financial terms? Boring! Make your stories fun and engaging with IG stickers! Our IG Stickers will make your stories entertaining and personalized. It’s a great way to boost your social media presence and show off your business personality in a creative way!
Be found by more people
Your stories not getting enough engagement? It’s probably because you’re not being found! Stickers lets your target audience ‘duet’ you and it’s one of the best ways to get found by more people, too. You’ll be able to see who responds to your stories, interact with them, and maybe turn them into one of your clients!
Make amazing stickers minus the hassle
You don’t have to have amazing design skills to make amazing stickers. With these ready-made story stickers, you can let your imagination run wild and have more fun while making your IG Stories. They are so easy to use and customize, and we’re sure you’re going to love them!
Story Stickers
for Tax Pros
$7.00
Email Signatures
$7.00
Make your emails look more professional
These days building a consistent brand across all channels are crucial, emails included. This email signature will not only spice up your emails, it will make them look more professional and more importantly, REAL. It lets the person who receives your email know that there’s a real person talking to them on the other side.
Make your profile look more impressive
This email signature is a powerful way to convey your professionalism to your readers while giving them the information they need to contact you. It’s placed at the bottom of each mail, which helps leave a great impression and makes you stand out from everyone else!
Printable and Customizable Email Signature
It looks so pretty you'll want to print it! It's perfect as a business card that you won't be ashamed to give. With just a few clicks of the mouse or tap pen-tool -- whatever suits best--you can make any changes imaginable from font styles and color schemes!~
Save yourself time and money
If you want to give your emails more professionalism, this digital email signature in Canva will help. It is easy and quick for anyone with no design skills whatsoever! You can easily customize this to your preferred color, add your logo, add texts, etc. Just drag and drop, and this is ready in minutes!
TEMPLATES
Client Welcome Packet
for Tax Pros
$47.00
Give your clients an amazing first experience
If we could roll out the carpet for our clients, we would! That’s how important client onboarding is for us, it means showing clients your brand of service from day one. This amazing client welcome packet contains everything you need to let your clients know that you are the real deal.
Reinforce your client’s decision to work with you
Being in the tax industry you know that the sale doesn’t end when they agree to work with you, it’s just beginning! Create loyal customers by bringing the wow factor from the beginning. This is a super easy, low cost way to show your customers that you care, with little to no additional cost. Show that you are different from your competitors and make sure your clients know that you are!
Ease your client into working with you
This welcome packet presents your audience with helpful information in a convenient and accessible way! Introduce your team, present your contract, resource, customer service details, and more.
Reinforcing your brand in your client’s mind
This welcome packet is the best, inexpensive, and practical way to help start a new client relationship while building your brand and becoming front-of-mind. Great way to earn referrals, too!
Small Business
Tax Checklist
$27.00
Comprehensive Tax Deduction Checklist and Action Items
How do you make clients love you? It's by giving them an irresistible offer! Blow up your mailing list by giving your prospects this amazing tax checklist for small businesses. Use this as a lead generation give away or earn passive income by selling it to them as a digital product!
Be the #1 Choice for your prospects
Small businesses are opening left and right, and you are in the middle of it, so shine as the go-to tax pro for these new entrepreneurs! Giving away valuable content such as this makes you the #1 choice for your prospects. They’ll be more likely to buy into your brand and come back for more.
No designer, no problem!
You don’t need to have graphics skills or hire one. You can add your logos, business name, and more in one easy click. If you find it lacking, you can add more pages, duplicate pages, and so much more with just less the amount of time and effort than doing it from scratch!
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we made sure this is exactly what your audience needs!
Webinar Bag
Email Kit
$27.00
9-Part Webinar Follow-up Series
Doing webinars are the hottest, quickest way to get new potential customers and grow any virtual business, but getting them to show up is key. The worst thing you could do is throw money down the drain by not nurturing them once they register.
This webinar bag is a 9-part email series made to ensure that your registrants show up on your webinar day.
No more overthinking about what to write!
There is no need for you to be a wordsmith here. It has complete instructions on how we left blank any information that needs filling in, so it will be easy for you. Save the file and edit according to your event’s details. And all that’s left to do is load this to your email marketing platform and you’re good to go!
Save time on future webinars, too!
This webinar sequence template just needs a little bit of tweaking so you can reuse it for future use. You don’t have to write from scratch, the structure has been provided, so just tweak some points and you’ll be done!
Save yourself time and money
Don’t think you can hire a copywriter just yet? That’s fine. All the copywriting has been done for you in this email sequence template. They were written to catch attention and engage. We made sure every email is crisp, clear, and inviting as if it isn’t your first time!
Beauty Boss
Tax Checklist
$27.00
Comprehensive Tax Deduction Checklist
Are you the go-to tax pro for beauty bosses? This simplified checklist will help your clients save hundreds of dollars each year on their taxes! This powerful list contains all the common deductions that they might be missing out on as they prepare their taxes this year. It is a must-have they will for sure keep with them at all times!
You can give this away for free in exchange for their emails or contact information for your future marketing efforts.
Position yourself as the expert
Are you new to the industry? This checklist shows them you ARE the answer to their problem, and positions you as the go-to tax pro for their needs! They will recognize you as an industry expert and will get you great referrals, too from their own network!
Grow your list and attract the right clients!
If there’s no list, there’s no business to do! Grow your email list with this customizable flyer and attract only your best ideal clients. This PDF file can be printed and given to your target audience as a flyer or you can send it digitally as an attachment to your email.
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we have made sure this is made just for what your audience needs!
Entrepreneur
Tax Checklist
$27.00
All-in-one Tax Deduction Checklist
This tax deduction checklist is one surefire way to make anyone feel excited about doing their taxes. It contains 7 easy-to-use sheets that makes tracking income and expenses straightforward. Now, they can manage their finances in an easy and organized way!
Be the go-to tax pro for your target clients
Your prospects and clients are going to love you because aside from the tax deductions checklist, it also includes invoice templates and monthly budget excel, which is a must-have for new business owners. This list not only guides them as they navigate through their financial and tax concerns, but also supports them in their entrepreneurial journey.
Build your own email list or use it to bring passive income
Just a few minor tweaks to customize this and you can start giving this away to your target customers for free and use it as a lead magnet to get their emails or contact information. You can also add more details to this, customize it according to how you do tax and you can sell it to your customers. Great passive income source!
Save yourself time and money
You don’t need to have graphics skills or hire one. You can add your logos, business name, and more in one easy click. If you find it lacking, you can add more pages, duplicate pages, and so much more with just less the amount of time and effort than doing it from scratch!
Homeowner Tax Toolkit -
Lead Magnet
$27.00
Answer your clients’ most asked questions
The aspect of homeownership is a bit tricky for many of your prospects and clients, so this question and answer checklist is definitely a must-have for them. Give them the answers to all their questions in one easy document and save yourself the hassle of countless emails or phone calls!
Position yourself as the expert
The guide starts off with everything a homeowner would need to know before filing their taxes with you. Your clients will be able to understand what deductions they qualify for in addition to what paperwork is necessary to qualify for these deductions. The quality and organization of this checklist will help reinforce your position as the leader of the pack!
Easily customizable Canva File
You don’t need to have graphics skills or hire one. You can add your logos, business name, and more in one easy click. If you find it lacking, you can add more pages, duplicate pages, and so much more with just less the amount of time and effort than doing it from scratch!
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we have made sure this is made just for what your audience needs!
Realtor Tax
Checklist
$27.00
Comprehensive Tax Deduction Checklist and Action Items
Are you the go-to tax pro for realtors or real-estate agents? Explode your tax business with this powerful, simple-to-use checklist for realtors. Easily use this as a lead magnet, in your welcome packet or sell it as a product! Did someone say passive income?
Position yourself as the expert
Are you new to the industry? This template is the perfect addition to your marketing strategy. When your prospects get to know your business on their terms and if the product offers good value and information, they’ll be more likely to buy into your brand and come back for more.
Easily customizable Canva File
You don’t need to have graphics skills or hire one. You can add your logos, business name, and more in one easy click. If you find it lacking, you can add more pages, duplicate pages, and so much more with just less the amount of time and effort than doing it from scratch!
Save yourself time and money
You know you have 100+ more things to do for your business. This template might be simple, but it will save you so much time and effort. Being tax pros ourselves, we have made sure this is made just for what your audience needs!
Graphic Elements
for Tax Pros
$27.00
Good design means good business
From food to products and services, we buy based on beauty. And the successful companies are those that paid a lot of attention to how their brand is being perceived. This set of graphic elements is sure to bring you up a notch from your competitors and will help you outperform their content.
Spruce up your templates and landing pages
Your landing pages and templates will look so much better with these graphic elements. Prettify your website, landing pages, social media posts, and even your onboarding forms. Now, you don’t have to spend hours and hours making your business look premium and professional.
Don’t pay extra $ just to get the best Canva elements
If you ever felt limited by the elements you can get for free on Canva, now you don’t have to! You can easily upload these graphic elements on Canva so you don’t have to pay extra $$ to make the best designs!
Save yourself time and money
Not a designer? No problem. Editing on Canva is easy and beginner-friendly. We have included a How-to guide along with this product so you can create your own designs as soon as possible. And if you need help, drop us a line and we’ll be there.
Social Media Captions
for Tax Pros
$7.00
Schedule your social media content in advance
With all the tax work that you’re doing, you definitely don’t have the luxury of making social media content even if you want to. And that’s why this Social Captions template is a must have for you. You have 50 captions to choose from! Just a few tweaks and a dash of your personality and they’ll shine even more.
Be the expert people are looking for
Social media is still the easiest and fastest way to reach more people online. Posting regularly will make you front of mind for your customers and will position you as the authority for your target audience! Content is KING, but quality content is still better over quantity. These captions are made exactly to catch attention and give tons of value for your target audience.
Have more time to do business than get stuck with what to post
Find yourself overthinking about what to post? If you’re ever stuck in that moment, you can always grab one ready-made social media post caption for you! And with 50 ready- made captions, you can even schedule two months ahead of time! Posting content is time consuming, and if you can get it out of the way, you’ll have more time to do things that directly impact your income.
Save yourself time and money
Save your budget, there’s no need to hire your own social media manager yet! With this caption bible, you’ll always have something to post to keep your social media pages going while you’re still a one-man team.
Story Stickers for
Tax Pros
$7.00
Make your IG, Youtube and Facebook Stories more interactive and fun
Our custom IG stickers allow you to add special and interactive features to your Instagram Stories. These stickers will help you personalize your post and add interactive elements that you can use to set up a quiz or challenge to encourage your followers to participate and follow the trend!
Spice up your Stories and posts
Always explaining technical financial terms? Boring! Make your stories fun and engaging with IG stickers! Our IG Stickers will make your stories entertaining and personalized. It’s a great way to boost your social media presence and show off your business personality in a creative way!
Be found by more people
Your stories not getting enough engagement? It’s probably because you’re not being found! Stickers lets your target audience ‘duet’ you and it’s one of the best ways to get found by more people, too. You’ll be able to see who responds to your stories, interact with them, and maybe turn them into one of your clients!
Make amazing stickers minus the hassle
You don’t have to have amazing design skills to make amazing stickers. With these ready-made story stickers, you can let your imagination run wild and have more fun while making your IG Stories. They are so easy to use and customize, and we’re sure you’re going to love them!
Email Signatures
$7.00
Make your emails look more professional
These days building a consistent brand across all channels are crucial, emails included. This email signature will not only spice up your emails, it will make them look more professional and more importantly, REAL. It lets the person who receives your email know that there’s a real person talking to them on the other side.
Make your profile look more impressive
This email signature is a powerful way to convey your professionalism to your readers while giving them the information they need to contact you. It’s placed at the bottom of each mail, which helps leave a great impression and makes you stand out from everyone else!
Printable and Customizable Email Signature
It looks so pretty you'll want to print it! It's perfect as a business card that you won't be ashamed to give. With just a few clicks of the mouse or tap pen-tool -- whatever suits best--you can make any changes imaginable from font styles and color schemes!~
Save yourself time and money
If you want to give your emails more professionalism, this digital email signature in Canva will help. It is easy and quick for anyone with no design skills whatsoever! You can easily customize this to your preferred color, add your logo, add texts, etc. Just drag and drop, and this is ready in minutes!
POPULAR PRODUCTS
Social Media Captions
for Tax Pros
$7.00
DFY Onboarding Bundle
for Tax Pros
$977.00
Graphic Elements
for Tax Pros
$27.00
