Client Retention Playbook for Tax Season + Beyond

Stop losing clients after April. This playbook gives tax pros a proven system to keep clients year after year while increasing lifetime value. Inside you’ll find strategies for client touch points, upselling, communication, and year round memberships plus ready to use assets like a nurture calendar, scripts, templates, and a retention tracker. Build stability, boost revenue, and create loyal clients that stick.

Perfect for tax pros who want to stop starting from scratch every season.