2017 Tax Season Recap:

Congratulations! You survived another tax season! At this time of year, we like to reflect on our services, what we can do better, and where we are going.

We experienced the biggest growth in our history in 2016, and we want to thank you for your support. Your success is driving our own. We truly want to work with the best tax and accounting professionals that the nation has to offer, and we appreciate your many referrals. We continue to invest in our marketing platform and expect 2017 to be a big year for all of us. We like hearing that your calendars are full! For those who need extra help, feel free to reach out to our success team, who can review your marketing program. 

Secure Document Sharing and Portal Upgrades

We experienced record usage this tax season, with over 50% of our clients sharing secure documents daily. As we gain more users, we also receive more suggestions for upgrades. We have just released many of those upgrades to the live portal; please check them out when you have time. Our network had 100% uptime during tax season, and we are ready to continue to scale with you. 

New Responsive Parallax Website Theme

We launched our parallax theme in December of 2016 and continued to add new features to this theme during the busy season. If you have not checked it out, feel free to contact customer success for a quick tour. One advantage of the parallax design is that it gives you the ability to tell your story. You can combine visuals and copy to communicate your unique selling proposition. Better yet, the parallax theme looks great on mobile devices. Some of our clients are nearing 50% mobile traffic, so if you are using an older design or are looking for a new look, please give us a call. Caution: Do not apply the Site Editor on your own, as the parallax theme is not backward-compatible with your current theme. We will set up a parallel site during design and then merge your portal files when you are ready to go live.

Check our a few sample sites:

New Video Section for Tax and Accounting Tips

As videos are becoming more effective at showcasing expertise and communicating targeted messages, we have been building up a library of short videos. With this in mind, we have launched a new video section for use on the home page in the parallax theme. 

Take a tour of the video library (Scroll down to video block):

Total Tax Experience, LLC

New Personal Finance Blog Posts

We are publishing two new personal finance articles each month. These articles are geared toward fee-only financial planning providers. To add the articles on your blog, please visit our knowledge center for instructions. These articles address complex topics such as the time value of money and the importance of retirement planning, which are big issues that your clients may be facing. 

Check out some recent personal finance posts:

http://www.charleseoconnor.com/blog/category/personal-finance

TaxBuzz.com has continued to grow—and move up in the search results.

The tax and accounting professionals who have attracted the most leads and new clients did so because they built up strong profiles with five-star reviews. These professionals also utilized our CPE and verified badges. With over 30,000 appointment requests and over 1,500,000 visitors in the last 12 months, TaxBuzz has established itself as the go-to choice for consumers and small-business owners who are looking for a trusted professional. As we continue to grow, the real estate is starting to get crowded in some markets. Make sure that you make your claim today so that you can capture your share of leads. Research shows that reviews increase click-through rates from search results by 28%. More importantly, 91% of customers trust reviews when searching for local businesses. Don’t get left behind. 

The Future

We will be rolling out premium placements on the TaxBuzz website starting in the 4th quarter of 2017. We are also revamping our city landing pages to promote the best-reviewed professionals by showing them at the top of the results. This provides our customers with a huge competitive advantage and helps them to dominate local search results. We have a few other projects in the works, but they will stay secret for now. We can assure you, however, that we will continue to spotlight our customers on both Internet and mobile. 

If you have any requests for enhancements or other feedback, please send me an email directly. We look forward to your continued support. 

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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