How to Setup a Referral Marketing System for Your Practice

Recording and presentation materials from webinar hosted in June of 2024.

On June 5th, we hosted a 1-hour webinar, where Will Hamilton of SmartPath.co, presented on how to develop a referral marketing system, unique to your tax practice. A special thanks to everyone that joined us live!

Because referrals are the number 1 way tax preparers grow their practice, we knew it was important to record this content and make it readily available to all, in preparation for the upcoming tax season. If you are interested in accessing this content, simply follow the directions below. We hope you’re able to take this content and positively impact your tax firm as a result!

What’s Included:

  • Video recording from June webinar.
  • PowerPoint used by presenter.
  • SmartPath’s Referral  Guide.

Access Content:

  1. Please complete the form below.
  2. Click submit.
  3. Once the former has been properly submitted, your webpage will be redirected to a link where you can view and download this content. We highly recommend bookmarking this page, so you can also access this content at a later time as needed.

Disclaimers:

By clicking ‘submit’ you agree to TaxAct’s Privacy Policy and Terms of Service. Contact information may be used for marketing communications by TaxAct Professional.

Opinions expressed by Mr. Hamilton are solely her own and do not necessarily express the views or opinions of TaxAct Professional. TaxAct is not responsible for, and expressly disclaims all liability and damages, of any kind arising out of use, reference to, or reliance on any third-party information.