Keep Your Tax Team Engaged

Getting preparers to join your team is only the beginning. Keeping them involved, attending training, and preparing for tax season takes a clear plan.

Keep Your Tax Team Engaged helps EROs and service bureau owners build that plan—with practical guidance for supporting local and remote preparers before, during, and after tax season.

Inside this 42-page guide, you’ll find:

• A four-week preseason engagement plan with weekly assignments
• Incentive ideas, sample reward budgets, and clear completion criteria
• 25 ready-to-use team messages
• Ways to address missed training and inconsistent participation
• Guidance for supporting preparers in other locations
• Retention strategies, planning worksheets, and a filled-out example

Includes the designed PDF ebook, individual PDF and PNG pages, and an editable Word text manuscript. The Word manuscript uses a separate layout from the designed ebook.

Digital download. No physical product will be shipped.