Give clients quick updates with a Client Memo
Client memos give you an easy, cost-effective way to inform clients about the latest tax news and legislation.
Each two-page Client Memo is ready to:
- mail to your clients.
- e-mail directly to clients and prospects.
- post on your website or social media accounts.
Use the Client Memo to boost your engagements by encouraging clients and prospects to see you for ongoing tax planning.
The Memo will be e-mailed to you as an MS Word file, making it easy to edit and personalize. It’s an effortless way for you to show clients and prospects you care about keeping them informed.
Orders received by 12 p.m. (Pacific time — Monday-Friday) will be e-mailed the same day. Orders received after 12 p.m. or on weekends will be e-mailed the following business day.