Understanding the Power of Positive Online Reviews and How to Use it
4 min read
Lauren Miller
Lauren Miller is a content writer for Canopy.
The more participation you can get from your online community, the more likely you are to find new customers online.
1 min read
With the rise of social media and online marketing, tax practices have an opportunity to better connect with their local communities. How does Facebook advertising make a difference for small businesses? Is it worth the investment for your CPA firm?
It's not hard to set up a page for your accounting firm or tax resolution practice. Once you go through the basic steps and upload a few pictures, you can invite your current clients to like your Facebook business page. Once your clients like your page, they will see all the updates you post.
Starting a Facebook page is a simple way to stay connected with your current clients in-between visits.
You can boost your Facebook posts to be seen by specific individuals in your geographic location. This is helpful if you want to promote a blog post or a post promoting your accounting services.
You can also target the friends of your current clients. That's a great tactic for tax professionals and any small business. You already have the relationship with the client, why not build one with their friends and networks via Facebook?
73% of Facebook users check their Facebook feed on a daily basis. And two-thirds of users search for a local business page on Facebook weekly. You have an opportunity to get in front of potential clients in your community by building a presence on Facebook.
Your website information should be listed clearly on your business Facebook page. You can also set up ads that encourage visitors to go to your website.
Traditional radio advertising and print advertising are not as effective or measurable as Facebook. Once you have a Facebook page set up for your business, you can see how many people your ads are reaching and how many people click on your Call-to-Action button.
The more participation you can get from your online community, the more likely you are to find new customers online. You want your clients to be liking and re-sharing your posts. Your clients become the bridge between your business page and new clients.
For additional tips on setting up your Facebook business page and how to effectively market your firm on the platform, check out this article by Mobile Monkey.
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4 min read
Lauren Miller is a content writer for Canopy.
2 min read
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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