Struggling to get clients to buy tax planning? You’re not alone

Even the best tax planning offer will fall flat if clients only hear about it once. In today’s world, clients are hit with over 10,000 messages a day, most of it noise. It’s not that they’re not interested. They’re just not listening yet.

• Microsoft found the sweet spot: clients need to hear a message 6 to 20 times before they take action.
• Back in 1885, Thomas Smith nailed it: by the 20th time, they finally buy.

So if your firm mentions tax planning once or twice a year, don’t expect results.

This is where TaxFitness helps

We’ve built repetition into the DNA of your compliance process, so your clients naturally hear about tax planning again and again, without any extra effort.

• Brochures for reception, meetings and email
• Built-in talking points and checklists
• Year-end summaries and BAS workflows that educate and prompt action
• Templates, tools and training, ready to go

The result

• Clients start asking you about tax planning.
• No pushy selling. Just smart, structured education.

TaxFitness helps you go from “doing compliance” to selling strategy, and growing your advisory revenue in the process.