DIGITAL TEMPLATES FOR UNITED STATES TAX PROFESSIONALS
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NEW
ARRIVALS
NEW
ARRIVALS
NEW ARRIVALS
The Challenge Bag & DFY Email Scripts
$47.00
The complete email framework to blow up your 5-day challenge
5-day challenges are fun, full of energy, and one fantastic way to build up your emailing list. It also gives your prospects a taste of what it feels like to work with you when they become your client. This 5-day email sequence contains the complete structure you need to make your challenge a success.
Easy-to-customize email templates
Each template is structured to engage and make your participants excited! And they are so easy to follow and edit. It has complete instructions on how we left blank any information that needs filling in, so it will be easy for you. All you have to do is load this to your email marketing platform and you’re good to go!
Reusable for future 5-day challenges
This challenge sequence template just needs a little bit of tweaking so you can reuse it for future use. It's easy to edit and customize with all the different fields that are available, making sure every attendee gets exactly what they need from your 5-day challenge!
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, all that’s left to do is to customize the variables/details that explains what your challenge is all about!
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!
Client Welcome Packet for Tax Pros
$47.00
DFY Tax Organizer
for Entrepreneurs
$47.00
Make your job easier for you
Frustrated by the unorganized and missing documents your clients send you each time? This Tax Organizer contains a guide for Personal and Business Taxes which will help them organize documents without being overwhelmed. And by the time the tax season rolls in, half the job is done for you!
Attract highly qualified clients
Every solo entrepreneur and small business owner dread the tax season. The overwhelming paperwork is time consuming and difficult to do by themselves. And that’s why giving them this Done-for-you Tax Organizer is a surefire way to make you be the go-to tax preparer for them!
Have your customers market you!
What’s the best marketing strategy for tax agencies? It’s word of mouth. This amazing tax organizer will definitely bring in the wow and will make your client love you and talk to others how awesome you are! Double or triple your customer base with client referrals all with this DFY Tax organizer. You can also rebrand this to sell!
Save yourself time and money
You don’t have to be a graphics designer or an expert at Canva to be able to make these templates your own. With these editable templates you can easily add your logo, business name, etc. Your customers can easily edit them, 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
Onboarding Bible
for Tax Pros
$27.00
Onboard your clients on autopilot
What if you can onboard your clients without spending hours on the phone or countless emails back and forth? What if you can automate your overall workflow and not worry about anything falling through the cracks? This Onboarding Bible lays down the foundation and the step-by-step process that ensures a seamless, automated onboarding process from start to finish.
Take the first step to going virtual
Moving away from paper? This onboarding process will show you how to use digital onboarding forms, emails, and SMS as follow up reminders. Even your appointments can be totally virtual and your clients don’t have to drive all the way through to your physical office to get their taxes done!
Wow them with an exceptional first experience
First impressions do last. And by nature, we remember the bad experiences more than the good ones. A good first experience is expected but when you give your clients an exceptional onboarding experience, it’s something they will for sure remember.
Turn your customers into loyal fans
The key to turning your customers into loyal fans is through your onboarding process. During the onboarding, they should see how professional, easy, and hassle-free it is to work with you. When they see the difference between you and your competitors, they will never go anywhere else for their taxes.
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.
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
NEW ARRIVALS
The Challenge Bag & DFY Email Scripts
$47.00
The complete email framework to blow up your 5-day challenge
5-day challenges are fun, full of energy, and one fantastic way to build up your emailing list. It also gives your prospects a taste of what it feels like to work with you when they become your client. This 5-day email sequence contains the complete structure you need to make your challenge a success.
Easy-to-customize email templates
Each template is structured to engage and make your participants excited! And they are so easy to follow and edit. It has complete instructions on how we left blank any information that needs filling in, so it will be easy for you. All you have to do is load this to your email marketing platform and you’re good to go!
Reusable for future 5-day challenges
This challenge sequence template just needs a little bit of tweaking so you can reuse it for future use. It's easy to edit and customize with all the different fields that are available, making sure every attendee gets exactly what they need from your 5-day challenge!
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, all that’s left to do is to customize the variables/details that explains what your challenge is all about!
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!
DFY Tax Organizer
for Entrepreneurs
$47.00
Make your job easier for you
Frustrated by the unorganized and missing documents your clients send you each time? This Tax Organizer contains a guide for Personal and Business Taxes which will help them organize documents without being overwhelmed. And by the time the tax season rolls in, half the job is done for you!
Attract highly qualified clients
Every solo entrepreneur and small business owner dread the tax season. The overwhelming paperwork is time consuming and difficult to do by themselves. And that’s why giving them this Done-for-you Tax Organizer is a surefire way to make you be the go-to tax preparer for them!
Have your customers market you!
What’s the best marketing strategy for tax agencies? It’s word of mouth. This amazing tax organizer will definitely bring in the wow and will make your client love you and talk to others how awesome you are! Double or triple your customer base with client referrals all with this DFY Tax organizer. You can also rebrand this to sell!
Save yourself time and money
You don’t have to be a graphics designer or an expert at Canva to be able to make these templates your own. With these editable templates you can easily add your logo, business name, etc. Your customers can easily edit them, 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!
Onboarding Bible
for Tax Pros
$27.00
Onboard your clients on autopilot
What if you can onboard your clients without spending hours on the phone or countless emails back and forth? What if you can automate your overall workflow and not worry about anything falling through the cracks? This Onboarding Bible lays down the foundation and the step-by-step process that ensures a seamless, automated onboarding process from start to finish.
Take the first step to going virtual
Moving away from paper? This onboarding process will show you how to use digital onboarding forms, emails, and SMS as follow up reminders. Even your appointments can be totally virtual and your clients don’t have to drive all the way through to your physical office to get their taxes done!
Wow them with an exceptional first experience
First impressions do last. And by nature, we remember the bad experiences more than the good ones. A good first experience is expected but when you give your clients an exceptional onboarding experience, it’s something they will for sure remember.
Turn your customers into loyal fans
The key to turning your customers into loyal fans is through your onboarding process. During the onboarding, they should see how professional, easy, and hassle-free it is to work with you. When they see the difference between you and your competitors, they will never go anywhere else for their taxes.
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.
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!
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