Guide to building a referral program

Referrals are a crucial part of building and scaling a business – no matter what industry you’re in. Recently, our team at TaxAct® Professional learned that many of our customers haven’t taken the time to create a formal referral program within their tax firm.  

Why? Time is obviously a huge factor, but in addition, most pros just don’t know where to start. That’s where TaxAct® Professional comes in. We’ve created a guide that walks you through building a referral program for your tax firm and provides you with the tools to begin marketing it to your customers. The guide includes real marketing materials, such as social media posts, postcard designs, a referral form you can download and implement immediately on your website/in office, and more.

Since it’s never too late to work towards establishing a successful referral program, let us help you grow your customer base in a way that’s good for you, your firm and your current/future clients.

“If you want to be successful as a tax preparer, it’s about more than just having loyal clients. To grow your business, you need those loyal clients to work for you, by referring you new clients.” 

– Nyrie Sarkissian, TaxAct® Professional Sponsor, current customer and owner of Tax Prep A-Go-Go

Interested in downloading this free guide, compliments of TaxAct® Professional? Simply click the link, fill out the form on our website and you’ll be redirected to a page that contains downloadable PDFs for you to take and implement as soon as today.

TaxAct Professional is excited to announce that we will be sponsoring the 2022 NATP Taxposium!

Did you have a tough year with your current tax software? Stop by Booth #7-8 during the 2022 NATP Taxposium so we can chat about why you should make the switch to TaxAct® Professional for TY22. Plus, you won’t want to miss out on the opportunity to play our vintage claw machine for a chance to win some free swag.

We’re also excited to announce that we’ll be sponsoring the Professional Headshot Booth at this event. During all the main breaks, on Tuesday and Wednesday, attendees will be able to get updated headshot photos taken, compliments of TaxAct® Professional and NATP. We look forward to having you stop by Booth #5-6.

Professional Headshot Booth, sponsored by TaxAct Professional
Location: Booth #5-6, at Caesars Palace in Las Vegas, NV
Dates/times:

• Monday, July 25 from 5:00 p.m. – 7:00 p.m.
• Tuesday, July 26 from 9:40 a.m. – 10:25 a.m. and 2:55 p.m. – 3:40 p.m.
• Wednesday, July 27 from 9:40 a.m. – 10:25 a.m. and 2:55 p.m. – 3:40 p.m.