Partnering with TaxWealth equips you with the tools and insights needed to enhance your practice and expand your reach in the tax industry. Our comprehensive support and innovative strategies are designed to elevate your professional capabilities, ensuring both business growth and client satisfaction in a competitive landscape.
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The TaxWealth Network
TaxWealth referral and execution partnership
Receive Insights, Case Studies, and other tax planning information
Online education courses (Coming Soon!)
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The TaxWealth Alliance
Partnership that enables your company to present TaxWealth strategies as your own solutions.
Access to TaxWealth's solution library
Tax strategy training and support
Slide decks, data sheets, etc. rebranded to your practice logo
Partner branded form for the Pre-Sales Tax Analysis Engine
Partner portal access
Register and track deals and referrals online
Organic and partner driven continuing education with completion certificates
Execute strategies yourself or refer to TaxWealth for execution
As appropriate TaxWealth will refer clients out to Alliance members
Attractive commission splits and referral fees
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The TaxWealth Accelerator
Cutting-edge digital marketing as an outsourced service, focusing on attracting high-value customers by leveraging comprehensive and proven marketing specific to the tax and financial sectors, ensuring a tailored approach to growing your firm.
Lead Nurturing: Automated email marketing sequences to educate and move leads through the sales funnel.
CRM Integration: Seamless management of leads and customers within a centralized system.
Website Review: Evaluate, advise, and optionally update website structure and messaging to attract the right clients.
Content Creation: Development of high-quality, tax and financial services-specific content to attract and educate potential clients.
SEO Optimization: Tailored strategies to improve visibility in search results for tax and financial topics.
Social Media Engagement: Targeted campaigns to engage potential clients on platforms they frequent.
Analytics and Reporting: Detailed tracking to refine strategies and improve ROI.