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How to Make More Customers in a Tax Consultancy Service?

· Finance

The process of filing tax returns is regarded as a time-consuming and overwhelming affair. However, professional tax consultancy services can relieve you of the DIY route towards calculating your taxes.

Though tax consultancy services operate to solve tax-related queries and to make others’ lives simpler, at the end of the day, they are running a business to generate profits.

Here are a few tips that would help tax consultancy services to generate more customers -

  1. Market Research: A thorough market research proves effective to increase customer base. It not just offers an insight into the major client demography but also allows them to create target-specific plans and policies.
  2. Use of tools like client management software: Using efficient client management software would help to organise client data better and would help access the data easily. Such tools come handy while tackling a large bulk of clients and further sends across a positive idea about the consultancy, gaining them more clients.
  3. Diversification: Besides offering tax consultation, such firms can widen their scope and offer other services like financial management and audit services. Doing so will help a tax consultancy to diversify their client base. It will also serve as an opportunity for practising CAs to expand their on-field experience.
  4. Seminars and a free consultation: Tax consultancy services can offer free consultation as an attempt to promote their services. They can further arrange seminars and symposiums frequently to gain positive market attention.

Collectively, these practices can bring in more clients and help the business grow. Upgrade your setup with the help of a loan for chartered accountants and cater to a larger clientele.

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