
At Swift Financial Partners we know that marketing your tax business is one of the most challenging parts of growing it. We have mastered the art of branding and effectively marketing tax businesses like yours. Our clients have experienced successful marketing campaigns because we take an integrated approach, which includes a mix of social media, web presence, email marketing, gorilla marketing and direct mail.
As service bureau partner you have wide range of benefits, we make several marketing guidelines and templates available to help your business succeed. From sales positioning sheets for training your tax preparers on the benefits of the Swift Financial Partners suite of products and features to branded sales collateral and un-branded sales collateral templates, we make certain you are provided with all you need to make the most of your selling season. Swift Financial Partners also offers guidance on approved copy for your use in other marketing materials, such as websites and fliers, business cards, brochures and other publications for your campaigns. Swift Financial Partners’ Messaging Platform is a comprehensive guide that includes approved copy choices that can be mixed and matched to effectively describe your company to new clients and maintain old clients.


