Emailing information about tax laws and tax-saving strategies to clients, prospects, referral sources and the media positions you as a thought leader and encourages contact for tax services or more information. And being able to customize your HTML email tax guide template enables you to reinforce your brand image while increasing awareness of your tax services.

Cost-effective email tax guide

With PDI Global’s Flex-E-guide, you don’t just get a highly informative email tax guide that’s FINRA reviewed.  You also get a powerful email distribution and tracking program you can use for other communications, too.

Flex-E-guide gives you an easy, cost-effective way to push out an HTML electronic tax guide to clients and other contacts.

As the sample email tax guide template shows, this advanced electronic tax guide features:

• An attractively designed HTML email template you can brand with your firm’s logo and personalize with other information.
• Links to specific chapters of our online tax guide so recipients can quickly get to the tax information they want.
• Professionally written content (including case studies, charts and tax law change highlights) on a broad range of tax planning subjects.

Also, because our HTML email tax guide links to our continually updated online tax guide, recipients always see the most up-to-date tax planning information, even long after they receive the email tax guide.

And to make a stronger impression, use our print tax guide, too. (See “Why you need both print and electronic tax guides.”)

Value-added extras — great tax practice marketing tools

To further increase the effectiveness of our email tax guide, take advantage of these great tax practice marketing tools:

• FREE! Tax Law Change Updates you can post on your website and email to clients and other contacts to position your firm as a thought leader.
• FREE! Tax Practice Marketing Guide with a sample direct marketing campaign, cover letters and emails for sending out your tax guide, and tips for getting the most from your tax guide in online, e-mail and print formats.
• Time-saving Tax Seminar-in-a-Box PowerPoint® presentation with speaker notes (additional charge).
• Tax Rate Card ready to personalize with your contact information as a handy reminder of your tax services (additional charge).
• Tax marketing newsletters, available on a subscription basis in personalizable email and print formats (additional charge).

Order now!

To place your order (view price chart) or for more information about our email tax guide, call 800-227-0498 or email pditaxguides@pdiglobal.com.