2013 Innovation Awards Nominee: The Client Handouts CD, by Tax Materials, Inc.

Known for its fast-answer format and easy-to-understand explanations, Tax Materials, Inc. has been publishing TheTaxBook series for CPAs and other tax professionals since 2005. In 2012, we launched the Client Handouts CD, leveraging our industry expertise and experience with writing tax concepts in an easy-to-understand format.

How many times have you explained the differences between a hobby and a business only to receive a blank stare and have the same questions asked the following year?   By providing clients an informative handout, with client-friendly content, tax professionals are sure to improve the client experience.

The Client Handouts CD is a database of over 50 customizable handouts covering a variety of tax concepts and situations. With easy-to-use editing tools, handouts can be customized, including:

• Selecting from a variety of color schemes
• Including a company logo
• Personalizing with company information or for an individual client
• Print in portrait or landscape depending on how you want to utilize the materials

We designed the Client Handouts CD to give tax professionals flexibility.  

• No inventory to manage. Print only the number you need. They can even be printed on demand.
• Print on your own printer or send it to a copy center for finishing.
• Save as a PDF and send the handouts electronically to customers or use the content to create newsletters.

The Client Handouts CD is a marketing solution for CPAs and tax professionals, providing a cost-effective tool to provide great client service and promote customer loyalty. Satisfied clients will tell their friends. We are so confident the Client Handouts CD will help grow our customers’ business, we offer a ‘no questions asked’ six month satisfaction guarantee.

 

Click here to see an in-progress list of nominees for the 2013 Innovation Awards.