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Partners

Diallo
Feb 24, 2023

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.

 

Alliance - Basic
Insights, resources, and case studies to enhance tax planning strategies for professionals.
Access to TaxWealth's strategy library
20% Commission Splits
Partner portal access
Referral registration and tracking
Tax strategy training and support
TaxWealth AI
TaxWealth Tax Analysis Wizard
TaxWealth branded enablement materials (Slides, Data Sheets, analysis, more)
Exclusive online community
Direct consult scheduling
Online education (Coming Soon)
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Most Popular
Alliance - Elite
1 Month for free then $999 / Year
Partnership that enables your company to present TaxWealth strategies as your own solutions.
All the features of Alliance - Basic plus:
up to 50% Commission Splits
White labeled materials with your branding.
Sign Up Now
TaxWealth Accelerator
(Coming Soon)
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.
Content Publishing: Publish content on websites and social media
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.
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Informed Tax Strategies for Success
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