Marketing Kit Resource Guide

Transcription

1 Take a look inside! Get a jump on tax season with marketing and advertising materials designed to promote your business. Marketing Kit Resource Guide CCH Small Firm Services a Wolters Kluwer business

2 CCH Small Firm Services a Wolters Kluwer business Dear Valued Customer, We re pleased to send you this Marketing Kit for the upcoming tax season. Our goal is to provide you with innovative advertising resources that help attract new clients as well as welcome back old ones. This guide shows samples of all the tools included in your kit. From posters to stickers to customizable templates, we ve packed this box full of materials to enhance your marketing efforts. And we ve even developed new items to fulfill requests you made in our Marketing Kit survey last year. Take a quick look below to see what s new: New poster designs promoting Independent Tax Professionals and refund loans New poster design and slogan advertising Audit Shield New poster to promote electronic refund checks (refund transfers) Marketing materials to promote the new Western Union MoneyWise Prepaid MasterCard including: - Poster - Table Tent - Q&A sheets - Client Brochure - Stickers Updated print templates located on the Customer Support website Three customizable TV and radio commercials located on the Customer Support website If you need any additional supplies, please contact an Account Management Representative at We re here to help you achieve a successful tax season! Regards, Your CCH Small Firm Services Marketing Team P.S. We value your input! Tell us what you like, love or want to change about your Marketing Kit. Visit our online survey at 2 CCH SMALL FIRM SERVICES Marketing Kit Resource Guide

3 PosTeRs Included inside your kit are five professionally designed, eye-catching posters. Each poster is printed in a large 22 x 34 format with English text on one side and Spanish on the other. Always the most popular item, these posters are sure to generate interest. new! We ve increased the poster size and included new posters to help you advertise electronic refund checks and the Western Union MoneyWise Prepaid MasterCard. CCH SMALL FIRM SERVICES Marketing Kit Resource Guide 3

4 Table TenTs and Q&a sheets Also included in your kit are Audit Shield and MoneyWise table tents and corresponding Q&A sheets. The table tents are miniature versions of the product posters and are easy to assemble and take up very little space. Printed with English text on one side and Spanish on the other, these marketing pieces literally stand out to attract attention. The Audit Shield and MoneyWise Q&A fact sheets list questions and answers to the most common customer inquiries about these products. The perfect location for a Q&A fact sheet is at your desk or on a table in your waiting room. TiP Place a Q&A fact sheet alongside the product Table Tent to give customers easy access to important information. 4 CCH SMALL FIRM SERVICES Marketing Kit Resource Guide

5 Moneywise brochure & stickers MoneyWise Brochure Your clients have a new way to receive their tax refund - on the Western Union MoneyWise Prepaid MasterCard. Inside your kit, you ll find copies of the MoneyWise client brochure, 15 printed in English and 10 printed in Spanish. This double-sided handout explains the benefits of receiving a refund on the MoneyWise card. Use this piece in your office as an informative client brochure and then let your MoneyWise customers take it home with them as a reference tool. MoneyWise Stickers When your client selects to receive their refund on the MoneyWise card, place a sticker on the tax return cover sheet or folder to remind the client about the card. Each brightly colored sticker displays MoneyWise contact information so the client doesn t have to call you. CCH SMALL FIRM SERVICES Marketing Kit Resource Guide 5

6 Moneywise PRePaReR RefeRence Guide A marketing and information resource strictly for you, the tax preparer! The MoneyWise Preparer Reference Guide will help you answer your clients questions about the MoneyWise card. Use this guide as your go-to source for answers on how the card works and what your customers can expect. Designed as an easy to read FAQ, this piece builds on the information listed in the MoneyWise User Guide located in your tax software shipment. To learn how to select the MoneyWise card inside your tax program, refer to the MoneyWise User Guide or visit the Customer Support website. Moneywise user Guide The MoneyWise User Guide is located in your tax software shipment. Look for this booklet inside the folder holding your software CD. 6 CCH SMALL FIRM SERVICES Marketing Kit Resource Guide

7 TV & Radio commercials This year s kit is enhanced with online access to the TV and radio commercial templates. You can easily download any of our pre-formatted, fully customizable commercials and have the professional staff at your local radio or television station add your business name, address and phone number. All the commercials are stored on the Customer Support website. Simply login and click Downloads, the Marketing Materials link is listed in the left navigation bar. Here you can view and listen to each commercial and decide which best fits your marketing strategy. There are three customizable 30-second television commercials available in English and Spanish: Super Fast Refund Why wait? Use an Independent Professional And there are three customizable 30-second radio ads available in English and Spanish: Super Fast Refund Why Wait? Use an Independent Professional If you prefer to receive the TV and radio commercial templates on CD and DVD, please contact an Account Management Representative at We ll ship you a copy right away. CCH SMALL FIRM SERVICES Marketing Kit Resource Guide 7

8 MoVie screen & newspaper ads Movie Screen Ad Take advantage of this season s movie crowd by advertising on-screen! Just like the TV and radio commercials, your customizable movie screen templates are located on the Customer Support website and are available in English and Spanish. Download the template of your choice and take it to your local movie theatre for customization. Then sit back and enjoy the show! Newspaper Ad Even with the popularity of the Internet, loyal readers still turn to printed publications for important information. There are four print ad templates stored on the Customer Support website, each one in English and Spanish. The print templates can be customized with your business name, address and phone number. 8 CCH SMALL FIRM SERVICES Marketing Kit Resource Guide

9 door hangers & PosTcaRds Door Hangers An effective and clever marketing tool that takes your message directly to the doors of potential new customers! Customizable and available in English and Spanish, these templates are easy to personalize and to print. See samples of the updated door hanger templates on the Customer Support website. This year there are 4 different door hanger templates to choose from all in English and Spanish. Many businesses will customize your template and distribute your printed pieces. Search Google for Door Hanger Distribution to find a business close to you. Postcards Classically designed, the postcard templates mimic the colorful posters included inside your kit. Sized at 5 ½ x 4 ¼ there are five customizable postcards to choose from. Take a look at the sample templates on the Customer Support website. CCH SMALL FIRM SERVICES Marketing Kit Resource Guide 9

10 Tax Season Essentials CD Located inside your tax software shipment, the Tax Season Essentials CD contains brief video presentations on important topics such as product enhancements, tax law changes and marketing tips. Be sure to watch the marketing segment for helpful advice and ideas on advertising your business. Themes covered in the marketing segment of your Tax Season Essentials CD: The Power of Word of Mouth Marketing Gold! Referral Incentives Establish a successful client referral program. Increasing Client Communication Communication beyond the invoice. Publish Tax Advice Become a go-to expert in your local area. Social Media Growing your online network. Tracking Results Know what advertising initiatives work best for you. Use this Marketing Kit along with the tips and advice included in your Tax Season Essentials CD for a comprehensive marketing strategy. 10 CCH SMALL FIRM SERVICES Marketing Kit Resource Guide

11 MaRkeT your business and win! 2010 winner! Congratulations to Melinda with KLB Tax Service! Melinda received a $50 American Express gift card for showing us how she used her CCH Small Firm Services Marketing Kit materials last season. Submit a photo of your office using any one of the advertising items included in your Marketing Kit for a chance to win a $50 AMEX card of your own. A winner will be selected by April 20th, photos and your contact information to Marketing@cchsfs.com. With CCH Small Firm Services, it literally pays to advertise! Send us a photo of how you use your Marketing Kit materials and you could win a $50 American Express gift card. photos to Marketing@cchsfs.com. Or send personalized samples to: CCH Small Firm Services Marketing Team, 225 Chastain Meadows Court, Ste. 200, Kennesaw, GA All entries must be received by April 20, For complete contest rules, visit CCH SMALL FIRM SERVICES Marketing Kit Resource Guide 11

12 If you need any additional supplies, please call an Account Management Representative For more information visit or CCH Small Firm Services a Wolters Kluwer business Advertising in Spanish: Please note that consumer protection laws in certain states or municipalities require you to provide Spanish documentation (including disclosures and application) if you advertise in Spanish. If your bank product institution does not provide Spanish documentation, then you should check your local laws to determine what regulations may apply to you before you advertise in Spanish. Use of Marketing Materials: CCH SFS retains ownership in all marketing materials. The limited, nonexclusive, nontransferable right provided by CCH SFS is granted only to authorized tax preparers that maintain status as a current customer of CCH SFS in good standing and is terminable upon notice by CCH SFS and is subject to guidelines established by CCH SFS. Duplication and/or modification of the materials is prohibited without the express written permission of CCH SFS. Bank products: CCH SFS is not a lender, broker or originator of bank products. Bank products are offered by participating banks. Participating preparers must be qualified and approved by the bank CCH Small Firm Services (SFS). All rights reserved. All trademarks are the property of their respective owners.