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tech-Mar-22-2022-10-05-21-15-PM

It's Tax Season Resource Kit

Are your small business customers searching for a better way to prepare for tax season?

We believe that Autobooks is an ideal solution for most small business owners, and we want to help your financial institution get the word out. There is no better time to do it than during the upcoming tax season — and no easier way than with the free resources found on this page.

Email Campaign

A series of emails that feature benefit-driven messaging intended for existing customers at your institution who may be in search of a better way to get organized for the tax season. Use in your marketing templates for custom branding.

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Branch Flyer

A ready-to-print design that conveys a clear message: Autobooks is the ideal solution for many small business owners — especially those who need help preparing for the tax season. Also available as an editable template for custom branding.

Branch Flyer
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Teller Buck-slip

A ready-to-print design ideal for tellers to distribute — it includes engaging imagery and a clear message that Autobooks may be the ideal solution for many small business owners. Also available as an editable template for custom branding.

Teller Buck-slip
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TV Screen

This slide is designed to grab the attention of in-branch foot traffic. It features sales messaging geared towards the tax season. Also available as an editable template for custom branding.

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TV Screen
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Social Media Posts

We make it easy to get the word out about Autobooks through your various social media channels. Just copy, paste, and tweak for a turnkey post ideal for small business owners looking for a better way to prepare for the tax season.

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Calling Script

Let prospects know about Autobooks by phone. Just follow our calling script to easily convey the value proposition of our solution through a friendly conversation — this one specifically geared for the tax season.

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