Customized Client Videos to Grow Your Firm
Easy-to-use 1-3 minute client videos that are designed to help grow your firm.
In minutes you can:
- Share on social media
- Email to clients and prospects
- Post to your website
- Play in your lobby
- No technical expertise needed!
Packages starting at $16/month.
Video Topics include:
-
The New Child Tax Credit
Help clients learn how the recent changes to the Child Tax Credit affect them. -
The New World of Deductions: What Everyone Needs to Know
This video takes an in-depth look at the new rules surrounding itemized deductions. -
2018 Business Tax Highlights
Help clients navigate the 2018 business tax landscape. -
2018 Individual Tax Highlights
2018 Individual Tax Highlights will be available this fall. -
The Tax Cuts & Jobs Act: What You Need to Do Now
Use this video to keep your clients on course to file their 2017 returns and explain the 2018 changes in more depth. -
How Long Should I Save It?
How long do I keep this? This video describes the Federal recordkeeping guidelines. -
Make the Most of Your Donations
Non-cash donations can really reduce a client's tax obligation, but only if they know the rules. -
Proving Your Deductions
Helps clients understand what is needed to document and defend their deductions. -
Ideas to Audit-Proof Your Tax Return
Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas. -
Five Great Tax Secrets
Clients overlook tax deductions. Here are five things every client should know.
