If you’re not actively using LinkedIn Groups for networking and ideas, you’re missing out on the best that LinkedIn has to offer.
3 min read
So you want to be a LinkedIn superstar. You’re committed to curating a professional profile, connecting with all the right people, and occasionally even publishing fantastic, original content. You’re on your way, right? If you're already doing all of these things, you’re certainly headed in the right direction. But if you’re not actively using LinkedIn Groups, you’re missing out on the best that LinkedIn has to offer. Finding and being active in the right groups is one of the most effective ways to increase your circle of influence–the kind of influence that leads traffic to your website and eventually to your office (or email inbox).
But before you can start basking in the glorious influx of traffic, you have to know how to find and interact with the right LinkedIn groups.
There are over one million groups on LinkedIn. Only a handful of those will actually be useful to each person, so it is important to choose wisely. You should consider joining groups comprised of your customer base, as well as those made up of likeminded professionals. You'll only have access to limited information before requesting to join a group, but there are a few things you should look at (besides the group name) when deciding which groups to join:
Titles can be misleading. Before requesting to join a group, open the group page and read their whole description. Joining a group based on the name alone can land you in a group you have no interest in—like a group called “Tax Tips and Tricks” that turns out to be a “how to” on evading taxes.
The description should give you a good idea of the purpose of the group. Is the group geared professionals in the tax industry? Recruiters and job seekers? Is it intended as a client resource? Maybe you’re only interested in swapping stories with other professionals, or perhaps you are on the lookout for young talent. Whatever it is you're in search of, reading the description will help you pick the right group.
Look for moderate to large groups—at least a few hundred people, preferably several thousand. There are a few good reasons to join a small group—the group is local and exclusive, you have a personal connection, etc.—but larger groups will almost always provide more interaction. The more interaction there is, the more opportunity you have to contribute to the group.
Now that you know what to look for, let’s look at three ways to find the right LinkedIn groups for you.
This is the most basic way to find a group. Simply select the “Groups” option from the drop-down menu (the three little bars to the left of the search bar), and search for a group by keyword. Our search for “tax” groups yielded 3,666 results:
You can find “Discover” as a tab option on your personal Groups page (accessed via the “interests” drop-down menu).
This feature takes your activity on LinkedIn—profiles you’ve viewed, posts you’ve interacted with, trends among you connections—and suggests groups you might be interested in. This is a great way to find groups you may not have come across otherwise, but it relies on the information your account provides. If you’re not very active on LinkedIn, the suggestions will be less tailored to your preferences.
This is another good way to find LinkedIn groups you wouldn’t normally find through a simple search. Take a few minutes to see which groups your friends and colleagues are active in, especially those with similar professions and interests. It’s also worth keeping in mind that your connections can see your groups as well. Be sure to only join groups that you are comfortable being associated with.
This is part of a series of posts on how to use LinkedIn to grow your tax practice. Can't wait to read the others? Read A Tax Pro's Guide to Using Social Media while you wait.
Stay up to date with all things Canopy. Join our email list for offers, and industry leading articles and content.
Explore more of our recent Articles, User Stories, and Ebooks.
2 min read
3 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.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.