BLOG

Tax Firm Growth Insights

Research-driven strategies for building referral programs, automating operations, and scaling your tax preparation business.

All

Strategy

Operations

Growth

Tax Season

Learn the step-by-step process to create a referral program that transforms your existing clients into your most powerful marketing channel.

Read Article →

8 min read

Discover the hidden costs of tracking commissions manually and how automation can save your firm 5+ hours per week while eliminating costly errors.

Read Article →

ALL ARTICLES

How to Build a Referral Program for Your Tax Practice: The Complete 2025 Guide

January 15, 2025 · 12 min read

The True Cost of Manual Commission Tracking: Why Spreadsheets Are Killing Your Growth

January 12, 2025 · 8 min read

Gamification: The Secret Weapon for Year-Round Client Engagement in Tax Firms

January 10, 2025 · 10 min read

5 Proven Ways to Incentivize Client Referrals During Tax Season

January 8, 2025 · 7 min read

Get Growth Tips in Your Inbox

Join 500+ tax professionals receiving weekly insights on referral programs and firm growth.