Ready To Scale
Your Tax Practice?

Explore resources from TaxAct Professional and others curated from outside sources to help grow your tax practice the right way.

Sales and Marketing (3)

The Power
of Video

Listen as Ethan Beute explains how you can utilize simple/personal videos to significantly improve your customer's experience, as well as your firm's sales and marketing efforts.

Exactly What
To Say

Imagine if you knew the magic words in every sales situation that could help your customers make the right decision and, when it makes sense for them, buy from you. Listen to this podcast to learn how you can apply this knowledge, as you work towards scaling your practice.

Utilizing the
80/20 Rule

Perry Marshall, the author of 80/20 Sales and Marketing helps you to understand how to leverage the 80/20 rule to grow your business. Figure out what’s working and what’s not so you can do more of what is and less of what’s not.

Practice Management (5)

Essential Virtual Tools
for Your Practice

Here are some of the tools that are vital when it comes to running your practice virtually. After all, it’s not enough to just set up your laptop in a home office and expect that your business will run the same.

The Financial Services Firm
for Tax Professionals

Do more for your clients with tax-smart financial planning and wealth management. Learn how...

Is It More Efficient
to Work from Home?

In this article, Brian Hershman from CPA Practice Advisor talks about whether or not it is more efficient to work from home in our current environment. Keep reading to learn more...

Set Up a System to Manage Busy Season Risks During the Pandemic

Wilhelm Dingler, JD offers some thoughts to help you remain focused on providing outstanding client service, while continuing to maintain proper risk management techniques and processes. This will be crucial in scaling your practice, especially during a pandemic.

Creating a New
Firm Vision

In this podcast, Dan Hood with Accounting Today talks about how to ensure that your firms' core purpose, mission, and vision align with the changing times.

Enhancing Your Leadership Skills (2)

Leading in Times of Disruption Part 1

Andy Stanley talks about uncertainty and disruption are why the world needs leaders. This podcast episode discusses how to lead in uncertain times.

Leading in Times of Disruption Part 2

In times of disruption, your voice is more important than your words, your presence is more important than your presentation, and clarity is the next best thing to certainty.