Tax Pro & CPA Marketing: Client Videos to Grow Your Firm!

Market your firm in a new, modern way with TaxVid, easy-to-use customized client videos proven to cut through the marketing clutter and grow your tax & accounting firm.

2018 Tax Videos

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2018 Tax Videos

2018 Tax Highlights

2018 is filled with more dramatic tax changes than we’ve faced in 20 years. No one in America is certain what their tax obligation will look like.

Get this video to help clients understand the new complicated landscape.


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2018 Business Tax Highlights

Help business clients navigate the changes to the business tax landscape this year with this firm-branded video.


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Bonus Life Events videos!

When you order the All Access Video Package, get three bonus Life Events videos. These videos explain how taxes are affected by common life events like marriage, divorce and a new birth..

Utilize these videos to generate conversations with clients and prospects as they journey through a variety of life events.

Watch the
Life Events
videos now


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Watch the
Life Events
videos now


Video topics

All videos are customized for your firm with a short introduction and conclusion which includes your logo, company information, brand colors, and “Contact Us” button for clients and prospects to email you directly from the video.

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Now available!

Tax Credit vs Deduction

Tired of explaining the difference between a tax credit and a deduction? This enjoyable, light hearted, video clarifies the difference in a very memorable way!

Now available!

Tax Terms: Effective Tax Rate

Lost in the noise of refunds or a tax bill when filing a tax return is the true tax paid by your clients. Understanding how to calculate the effective tax rate based on the amount of tax actually paid, is the starting point for developing tax reduction strategies for all your clients.

Now available!

Tax-Free Rental Property

The opportunities for tax free income are pretty limited. With the advent of easy web-based rental tools, everyone should know about this one!


Tax Terms: Marginal Tax Rate

Use this video to help your clients understand what the marginal tax rate is and how they can use it to their advantage.


Annual Individual Tax Highlights

Help clients navigate the individual tax landscape. This video is updated each year to include recent changes.

Check out last year's Individual Tax Highlights video

The IRS Loves Businesses

Too often, businesses make unwitting mistakes that are paid for when the IRS scrutinizes their taxes and business practices. The good news? The IRS is up front with you on what is in their audit focus. Now there is a video that helps you communicate this with your valued small business clients.


Five Yearly Tax Essentials

Here's a video your clients should view each year. These 5 topics are sure to catch the unwary taxpayer, but with a quick review it can save both you AND your client time and money.


Annual Business Tax Highlights

Help clients navigate the business tax landscape. This video is updated each year to include recent changes.

Check out last year's Business Tax Highlights video

The New Child Tax Credit

Help clients learn how the recent changes to the Child Tax Credit affect them.


The New World of Deductions: What Everyone Needs to Know

This video takes an in-depth look at the new rules surrounding itemized deductions.


The Tax Cuts & Jobs Act:

Use this video to keep your clients on course and explain the Tax Cuts and Jobs Act changes in more depth.


How Long Should I Save It?

How long do I keep this? This video describes the Federal recordkeeping guidelines.


Make the Most of Your Donations

Non-cash donations can really reduce a client's tax obligation, but only if they know the rules.


Proving Your Deductions

Helps clients understand what is needed to document and defend their deductions.


Ideas to Audit-Proof Your Tax Return

Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas.


Five Great Tax Secrets

Clients overlook tax deductions. Here are five things every client should know.

3 Bonus Life Events Videos!

When you order an all-access subscription you'll get three BONUS Life Events videos!
Each video is under a minute and addresses some big life events and how they affect taxes.


Life Event: Marriage

Help clients understand the tax impacts of getting married.

Get my all access package!

Life Event: New Birth

Help clients understand the tax impacts of having a baby.

Get my all access package!

Life Event: Divorce

Help clients understand the tax impacts of divorce.

Get my all access package!

Order videos

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How it works

  1. You order the videos
  2. Within minutes, the videos will be customized for your firm
  3. You can immediately start using your videos through the TaxVid service portal!

We host the videos and updates throughout the year are included in your subscription.

Easy to use

We make it really, really easy to use your videos. In just a few clicks, you can:

  • Share on social media
  • Email to clients and prospects
  • Post to your website
  • Play in your lobby

No technical expertise is needed!

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Examples of Embedded Video

Your video is easily added to your website wherever you place the single line of code we provide you.

The player will automatically adjust to fit the HTML container in which the script is placed as well as the device the client uses to view your website (desktops, laptops, tablets, and smartphones)

Here are some examples of how the video player will display

Click a layout below to view a live example website with an embedded player

Automatically adjusts to fit any device

Your branded videos automatically adjust to fit any devices your clients use, including: desktops, laptops, smartphones, and tablets.

Laptop, desktop, smartphone, tablet

Why use video?

Adding video to your website and/or emails is a great way to engage clients and get better response rates. Stand out among other tax professionals by offering short, informative tax-related videos which engage clients and prompt them to contact you with any questions or concerns.

200-300%: The amount a video can increase open and click-through rates for your emails
200-300%: The amount a video can increase open and click-through rates for your emails