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TAX SERVICES

Timely Reminders

Control the crush of quarterly and annual appointment requests with automated appointment reminders through personalized emails and/or postcards. The Timely Reminders program delivers personalized messages to your clients to drive appointments and even out your office’s appointment schedules during peak demand periods. Reminders are created dynamically based on client data, last appointment date, recommended services, and customer history, so that each personalized contact is delivered with a relevant message to achieve the highest response and ROI. The same program can deliver holiday greetings, educational tips, and general office news with a personal touch.

Every Door Direct Mail

We deliver cost-effective promotional mailers to every household in your delivery area with Every Door Direct Mail, and that’s a great way to launch your business and build awareness.

sonar

The SONAR program identifies and promotes to local households in the same neighborhoods as your current clients. This targeted approach is a great way to build awareness and promote your practice to the most qualified prospects.

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