Good morning Team!! We are available TODAY from 2:00 PM to 3:00 PM CST for live support. If you would like to join us, please check the calendar and register in Zoom to attend. See you there!

During our recent coaching call, Ms. Frank shared a simple but powerful tip! Facebook is one of the best places to find clients if you use it the right way. The goal is to join at least five local Facebook groups, but not just any groups. Be intentional and niche down!! Think about who you serve and where you live. If you speak Spanish and live in Dallas, look for groups like Latinos in Dallas TX. You can also niche down by life stage or work type, such as single parents in Houston, small business owners in Atlanta, or self employed professionals in your city. BE VISIBLE!! Comment, answer questions, and genuinely help. When people keep seeing your name attached to helpful advice, they start to see you as the tax person they can trust. This was one of the golden nuggets from the coaching call, and we’ll be sharing more!! We’re having another coaching call tomorrow at 2:00 PM Central Time. If you have questions or want more tips like this, we’d love to see you there. Don’t forget to register on Zoom!

Good morning Team! 🌻🌻 We noticed a few questions coming in about how to get your link or QR code and how to add it to your flyer, so we went ahead and made a simple step by step guide for you. You can find the guide in the Classroom, under Resources for Rise Tax Associates. It walks you through how to generate your link or QR code directly from the CRM so clients can easily submit their info. Take a look when you get a chance, and if you still run into any issues, just let us know and we’ll help you out 😊

Hi Team! We have our coaching call tomorrow at 2pm CST and we want to make sure we cover what you need most! If you have a question, topic, or situation you’d like us to discuss on the call, please submit them using the form linked below: 👉🏼👉🏼 https://www.cognitoforms.com/RiseTaxInc/WeeklySupportCallQuickSubmissions 👈🏼👈🏼 You can submit anything related to workflows, software, clients, or general guidance. No question is too small!! Please send your questions before the call so we can review them ahead of time. Looking forward to a great session tomorrow!

Hello All, Please advise me as to where I can find the email address I can put on my flyer. I haven't been able to join the recent meetings, I have ALOT going on. Thank you!