Marketing & Growth

  • Marketing & Growth for Tax Professionals

    How to Attract Better Clients, Build Trust, and Scale a Modern Tax Practice Why Marketing Matters in the Tax Industry Effective marketing isn’t just about getting more clients—it’s about getting the right clients, improving lifetime value, building trust, and establishing a reputation that accelerates word-of-mouth referrals. This guide breaks down the modern marketing strategies that may help…

  • Social Media for Tax Preparers

    Social media has become an important way for tax professionals to stay visible, build relationships, and demonstrate expertise. But maintaining a presence on every platform is not the goal. A better strategy is to choose the platforms your clients use, publish content that answers their questions, and make it easy for people to take the…

  • Practice Management for Tax Professionals: Running a Growth-Driven Tax Firm 

    For tax professionals, technical expertise alone isn’t enough to build a successful firm. Strong practice management can help transform a busy tax office into a streamlined, profitable operation. Whether you’re a solo preparer or managing a firm, improving your tax practice management systems may help reduce stress, improve client satisfaction, and increase revenue — especially…

  • The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice

    Get your copy of The Smart Tax Pro’s Guide to Building and Marketing a Thriving Practice Are you a tax professional looking to grow your client base, retain loyal customers, and make your firm stand out—without sacrificing time with your clients? We’ve got the perfect resource for you. Introducing The Smart Tax Pro’s Guide to…

  • Tax Practice Growth Insights from 900+ Tax Pros [Free Download]

    Learn from your peers and discover strategies to grow your own tax practice.  Expanding a tax practice requires a blend of strategy, innovation, and the ability to adapt. In a recent survey conducted by Drake Software, over 900 tax professionals shared their approaches to achieving business growth, offering a wealth of knowledge on what has…

  • Build Your Tax Practice: Value-Added Services for Tax Professionals

    Building a successful tax preparer business takes more than filing accurate returns.  If you’re looking to build a tax practice, the key is offering services that improve client experience and increase profitability.  From bank products and refund advances to payment processing, audit protection, and communication tools, here’s some ideas to help scale a tax preparation…

  • SEO for Tax Preparers

    Five tips to market your tax preparation business utilizing search engine optimization   It goes without saying—tax preparation is a highly competitive field. While there are many ways to stand out, one that’s often overlooked is search engine optimization, or SEO. Why? Because it’s not always the easiest concept to grasp or implement. But the…

  • How to Market Your Tax Business

    In today’s competitive market, tax professionals must do more than prepare returns—they must market their services effectively to stay visible, help retain clients, and acquire new ones. Whether you’re running a solo tax practice or managing a multi-preparer firm, a smart marketing strategy is key to client acquisition for tax professionals. Use these effective marketing…

  • Building a Website for Your Tax Firm: A Comprehensive Guide

    In the digital age, having a robust online presence is indispensable for any business, and tax firms are no exception. A well-crafted website serves as the cornerstone of your firm’s digital identity, providing a platform to showcase your expertise, attract new clients, and offer valuable resources to your existing clientele. This comprehensive guide will walk…

  • How To Grow Your Tax Business

    In our modern competitive market, growing your business is not only an industry advantage, but a necessity. Learning where to start in taking practical steps toward upward growth can be challenging, but we at Drake are here to provide applicable insights into how you can grow your business. In this post, we’ll take a three-pronged…