Get Social in 2017: A Social Media Checklist for Tax Preparers


The 2017 tax year is right around the corner. If you haven’t jumped on the social media train, you’re likely losing out to exposure and leads. Social media isn’t a magic bullet but it can have a huge impact on growth, reach, and exposure when combined with other marketing efforts this tax season. Here are some things you’ll want to make sure you do before the tax season is underway. We’ve also included a downloadable checklist to help prepare you for the upcoming year.

Check your profiles

How do your profiles look? Are the profile thumbnails and cover photos up to date? How about your ‘About us’ tabs and bios? You need to make sure your descriptions are fresh, the correct logos are in use, and the information about your company is complete.

In addition to corporate social media profiles, your tax preparers should check that their LinkedIn profiles are up-to-date. Have your tax preparers (and yourself) make sure they are linked to the company LinkedIn Page and check that all bios and experience reflect the work that they do. Getting more clients is the goal, so make sure your LinkedIn profile is in tip-top shape.

READ: How to Use LinkedIn as a Tax Preparer

Add Social media information to relevant marketing materials

People won’t know to connect with you on social media if they don’t know how to find you. Make sure your social media handles are on marketing materials like business cards, pamphlets, brochures, email signatures, email newsletters, your website, etc.

Create an editorial calendar

Do you have a plan for social media and blog content for the upcoming tax season? An editorial calendar is the perfect way to help you thoughtfully plan out posts, graphics, social media campaigns, newsletter topics, blog topics and any other content that needs to go out during the tax season.

READ: 5 Essentials to Developing a Client Newsletter

Set an Ad Budget

It has become increasingly harder to gain organic reach on social media because of the sheer volume of noise that’s out there. If you want to reach the right audience and make sure your best posts are seen, plan to spend a little money on social media advertising. Take a look at your editorial calendar and decide which pieces of content need to be boosted and then plan out who your audience will be and what platforms you will put money behind. We recommend checking out LinkedIn, Facebook and Twitter ads.

Choose Your Tools

If you aren’t using tools to help you manage social media, do some research now and save yourself some time! There are tools like Hootsuite that help you monitor your social media channels and schedule posts, tools like Canva that help you create stunning visuals, tools like Pocket that help you save and discover shareable content, and tools like BuzzSumo that help you research blog topics and keywords.

READ: Get More Done This Tax Season with Technology

Cross these things off your list before tax season and your social media marketing will be prepped and ready for a successful tax season. Want to make sure you’re ready and that you keep up with social media throughout the season?

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