LinkedIn is an excellent platform to market your tax resolution services because it is essentially word-of-mouth marketing.
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LinkedIn ranks number one for lead generation over any other social media platform. Are you using LinkedIn to build your tax practice?
Here are a few ways you can use LinkedIn to generate leads:
Connect with your clients by creating a company page.
A company page is a tool for you to stay engaged with your clients and attract new followers.
You can post updates on your company, blog posts, or visual content. Once your clients start following you on LinkedIn, your posts will show up in their LinkedIn feed.
Make sure you have a clear call-to-action on your LinkedIn page –– you want to lead people back to your website.
Any member of LinkedIn has the ability to publish content.
Here are a few benefits of LinkedIn publishing:
LinkedIn is an excellent platform to market your tax practice or tax resolution services. It is essentially word-of-mouth marketing. When friends of your friends notice that you are an expert in tax resolution, they are more likely to reach out to you because of the personal connection. LinkedIn Publisher is a more natural way of showcasing your product or service than paid advertising and is considered content marketing.
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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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