MISSION VIEJO, Calif., April 23, 2013 /PRNewswire-iReach/ -- A unique new web-based subscription service has been launched to help tax professionals develop new business, improve practice management, expand service offerings and manage client relationships.
Launched by Your Business Matters Inc. here in Orange County, Calif., the website provides financial analysis tools, marketing tools, training guides and client relationship management (CRM) functions enabling tax professionals to grow their businesses at a time when their survival is threatened by the popularity of do-it-yourself tax-preparation products.
"Tax preparers are increasingly concerned about potentially losing clients because of the commoditization of their craft," said Chris Basom, the company's founder and a tax accountant/financial planner. "At the same time, they want to begin offering financial planning services – or are already doing so informally but aren't getting paid for it. Our site helps them broaden existing client relationships while easing their practice management burdens."
The user-friendly site, which on-boards new members' computers integrally via a setup wizard, is a unique all-in-one solution that combines both specialized training/education content with seamless CRM functionality.
The basic subscription ($69 monthly) provides access to training guides (including those on financial planning topics), analysis tools, client service templates and CRM features allowing subscribers to upload and manage client data, issue reports and track clients' status. It also enables users to generate customized documents for such items as wills, trusts, corporations, and LLC formations.
In addition, premium subscriptions ($99 per month) give users a detailed calendar function they can integrate with users' websites and enable clients to book appointments themselves. All subscribers get unlimited free telephone, email and chat support, and all can upload substantial amounts of client data onto the highly secure website, protected by 256-bit encryption.
Free 30-day trials are available simply by registering through the website. Password-accessed material is continuously growing in scope and utility as new features are added regularly, said William Hamilton, general manager. "Nothing is static. We're always adding new functionality, new training guides and updated versions of our tools. CRM functionality designed specifically for the tax professional, along with financial analysis tools designed to increase users' bottom lines, makes our portal truly unique."
"Nowhere else are all these features and functions available in one place," Basom added. "The site includes everything the tax preparer needs but goes far beyond tax returns to accommodate the delivery of various financial services and advice. Expanding services is critical for tax preparers to retain clients in the age of TurboTax by serving them regarding tax planning, wealth management and financial planning."
The site's growing array of informative guides includes those covering business development, referrals and strategic alliances. Interactive, customizable tools include those for creating balance sheets (a great way to trigger conversations leading to expanded financial planning services, Basom pointed out) and for analyzing consumer credit, college funding needs, estate planning, home financing, retirement income planning, life insurance needs and small-business finances. Document templates enable users to easily create marketing brochures, and emails and letters to clients.
"The service's creation was inspired by the tax preparation industry's need for empowerment regarding practice management and business development – areas typically far better understood by financial planners," said Basom. "Too many tax preparers think tax season is just about doing tax returns. Actually, it's about building rapport with clients to engender loyalty that can lead to broader relationships. The site's features are designed to help tax professionals increase clients' confidence in them, leading to greater loyalty and expanded services delivered year-round."
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Media Contact: William Hamilton Your Business Matters Inc., (800) 926-5905, firstname.lastname@example.org
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SOURCE Your Business Matters Inc.