The personalized program provides firms with a dedicated client success manager who will help with issues ranging from strategy and marketing to sales and operations.
TAS covers subjects such as pricing optimization. It offers hiring expertise and one-on-one coaching sessions, along with tax planning software. There is also access to revenue such as videos, templates and presentations to close business and implement tax advisory services.
In addition, TAS provides the ability for firms to be part of a community of tax professionals and there are workshops, videos, templates and presentations to close business and implement tax advisory services.