When it's not the tax period, tax professionals should try to warm up or acquire new customers by using a sales pipeline.
To grow with your clients and their needs, you need to retain them. Good tax advices are not enough, you need to build strong B2B relationships with your clients.
Growing the business is important but you need to stay focus on giving the best tax advices and filling correctly tax forms. That's why Breakcold regroups all modern communications channel under one.
While you're focusing on understanding new tax legislations and amendments, your cold email campaigns are automatically running for you to get more clients.
One of our 2 co-founders was a Tax Attorney. In his previous life, he understood how important it was to manage a business over just being good at taxation.
Breakcold CRM for Tax Professionals can be used to: