Download this toolkit to help you achieve your goals this tax season.

Maybe you want to win new clients, or just increase tax advisory revenue from your existing clients. Just use the bits that best fit with your strategy!

Inside you will find:

  • Perfect customer brainstorm sheet
  • "The Other Tax Gap" invite email
  • Quick win Q's to identify tax advisory leads
  • Emotive Q's to identify tax advisory leads
  • "Be prepared" end of year invite email
  • Private client Fact Find Q's
  • Corporate client Fact Find Q's
  • Action plan template
  • Client feedback survey