Corvee, a tax and accounting software program agency, has launched TAS Scale, a brand new program to assist tax practitioners shift from a largely compliance-driven enterprise to 1 that facilities on advisory companies.
TAS Scale contains each instruments and training from a devoted “shopper success supervisor” who will present steering on all features of the agency together with advertising, gross sales, technique and operations.
Particularly, this system will supply:
- Pricing optimization primarily based on shopper worth;
- Advertising and marketing methods on the right way to drive appointments by means of newsletters, social media, promoting and extra;
- Instruments to assist retain tax advisory workers;
- One-on-one teaching periods;
- Consumer tax situation evaluation software program;
- Assets akin to movies, templates and displays;
- Help from different tax professionals in this system; and,
- Entry to workshops and stay occasions on tax advisory companies.
Andrew Argue
“We perceive the significance of having the ability to interact your purchasers with tax advisory companies to assist them get monetary savings on taxes,” stated CEO and co-founder Andrew Argue in a press release. “With TAS Scale, purchasers in our program work with a devoted shopper success supervisor to optimize all features of their agency technique. In consequence, these taking part have skilled sooner development than business averages.”