by RightWay | Aug 14, 2024 | Bank Products, Business, Marketing
What Matters Most: How Focus Drives Success in Your Tax Business In the world of tax preparation and financial services, it’s easy to get caught up in the whirlwind of deadlines, complex regulations, and demanding clients. However, to truly excel in your tax business,...
by RightWay | Nov 2, 2020 | Features, Marketing, Software
WHY WOULDN’T YOU? Everyone loves options! It is now more important than ever to provide your clients as many options as possible to connect and do business with you. Can we ask you a question? If you are not currently promoting the use of the Integrated...
by RightWay | Apr 28, 2020 | IRS, Marketing, Training, Uncategorized
Due to the Virus craziness, E-file numbers have taken a steep dive into the toilet. Last year at this same time, more than 126 Million Tax returns had been filed. As compared to the most recent IRS numbers reporting less than 106 Million filings. Which translates to...
by RightWay | Nov 20, 2019 | Marketing, Uncategorized
BUILD YOUR BRAND – For Free In this article we want to inspire you to think of ways to build your brand through Unpaid Opportunities. Recent Opportunity Many of you are quite familiar with the name Santa Barbara Tax Products Group (SBTPG). For those of you...
by RightWay | May 9, 2019 | Marketing, Training
In Part 1 of our understanding Millennials, we shared some generational demographic info and how important it is to win their business. Part 2 was a discussion about what Millennials want and things to consider to better appeal to them. Part 3 we are going to look at...
by RightWay | May 9, 2019 | Business, Marketing, Training
In Part 1 of our understanding Millennial’s, we discussed some high level demographic info and how important it is to win their business. In Part 2, we will discuss what Millennial’s want and how to speak to them! This is sort of lengthy but is jam packed...
