Tax time will be here before you know it. That means if you’re responsible for getting more clients to use your tax prep services, now’s the perfect time to begin getting your ducks in a row in time for tax season. Not many methods provide better results for tax prep businesses hoping to increase their annual revenue year over year than automated direct mail. Here are a few reasons why:

Automating Mailing Campaigns Increases Accuracy While Saving Time

One of the reasons why so many people may have reservations about conducting mailing campaigns is because of how tedious they can be. But one of the key features that separates Direct Mail Manager from competitors is its ability to verify addresses prior to finalizing a campaign. This eliminates the possibility of getting your mail returned as a result of a typo you didn’t catch. And the process of uploading a mailing list couldn’t be easier.

Just include fields for all of the data you’d like to include in your postcards, like their names, services used or hometowns. Then once your spreadsheet is finished, you can upload it afterwards which takes just a few seconds. And if you’re using platforms like Salesforce or Zapier, you can integrate your CRM data with Direct Mail Manager within minutes. This completely eliminates the need for spreadsheets! The fact that mailing lists are so quick and easy to finalize allows you to focus on other aspects of your tax prep business ahead of the busy season.

Postcards Enable Recipients to Easily Schedule Consultations

One of the most effective ways to increase your annual revenue is to make it as simple as possible to schedule a consultation. A few ways you can do that include:

• QR Codes:

If you’re at a bar or restaurant you might expect to see a QR code on your table. But including one on a postcard may catch your audience off guard. And capturing the attention of audiences is a must. Once recipients scan your QR code, they’ll be directed onto a landing page where they could book an appointment. 

• Campaign Specific URL:

Don’t just include a link to your homepage on your postcard. Take it a step further by sharing a link that takes recipients straight onto your booking page. Including a unique URL on your postcard that leads visitors directly to a booking page is another route you can take. By including language encouraging recipients to book before slots are filled could be exactly what it takes to get them to schedule time to visit you. 

• Unique Phone Number:

Some of the members of your audience may have a preference for speaking with you over the phone prior to booking a visit with you to get questions answered first. In that case, including a phone number used only on the postcards you send during your campaign enables your recipients to accomplish the goal of scheduling an appointment after getting questions answered. And you’ll be able to source how many phone calls and appointments you earned as a result of your automated direct mail campaign.

Integrations Make Personalizing Your Postcards Simple

Direct Mail Manager’s integrations are useful for more than just saving time. They’re also vital for enabling users to leverage all kinds of customer data within their postcard campaigns. Maximizing the first party data stored in your CRM enables you to build stronger connections with your audience. Let’s say for instance that you’re hoping to begin mailing postcards wishing your audience that has used your services before a Happy New Year.

And on those postcards, you include language that says that you’re looking forward to seeing them soon for whichever service of yours they used last tax season. This could lead to a reduction in churn due to the many recipients that would schedule a new appointment with you rather than find new tax prep help. And suppose you were to send postcards wishing a happy holiday season to leads that filled out a form on your website without following through and making an appointment. In this case, your well wishes could be enough to convince those recipients to give you a call and eventually schedule tax prep services with you.

Automated Direct Mail Campaigns Enable You to Send Postcards Based on Numerous Triggers

Timing is one of the most crucial aspects of a high performing mailing campaign. Sending postcards based on events like inactivity has never been easier thanks to Direct Mail Manager. There are more ways to leverage trigger-based direct mail than you might think. Here are a few examples of how you can leverage them:

• Months Since Last Visit:
  You can’t expect your clients that have used your tax prep services once to return unless you ask them to. You never know who may be offering a better deal. If you anticipate seeing the majority of your clients once a year, implementing a trigger that enables you to send postcards just as that one year mark approaches. Ideally, this enables you to get your audience thinking about scheduling another visit before they’ve had time to meet with a competitor.
  

• Holidays & Special Occasions:
  If you’re storing key details about your audience like birthdays or anniversaries, sending a postcard acknowledging the occasion is a simple way to make a big impact. And with Direct Mail Manager, you can design a postcard with images and verbiage fit for the occasion while making sure that it gets sent on that special day.
  

• Inquiry Confirmation:
  In some cases, simply filling out a form on the website isn’t enough to get recipients to commit to an appointment. Providing a follow up confirmation in the form of a postcard with glowing reviews about your tax prep services could be just what it takes to earn enough a recipient’s trust to get them to schedule an appointment.

Begin Automating Your Mailing Campaigns Today With Direct Mail Manager!

Don’t wait until the tax time rush arrives to get familiar with automated direct mail campaigns. Sign up for a Free or Pro Direct Mail Manager account today to get up and running. If you need assistance getting started, or if you have any questions about direct mail sign up for a free consultation with one of our direct mail experts. Tax prep service providers throughout the nation rely on mailing campaigns for help increasing year over year revenue. We’re eager to help yours join those ranks!