Virtual assistants provide professional services for a number of industries but one group they work particularly well with is tax professionals.

Here are 7 ways tax professionals can use virtual assistants

1. Marketing Campaigns

Virtual assistants come from many different backgrounds. Some of them have very extensive marketing credentials and can be extremely helpful when it comes to developing marketing campaigns. Many tax professionals may have good ideas about marketing to their clients but struggle with implementation. The right VA can bridge the gap and help develop a marketing campaign that delivers results and saves countless hours.

2. Design Marketing Collateral

Part of having a good marketing campaign is having good marketing collateral. The process of designing marketing collateral or even choosing the right type of collateral to use can be challenging. Virtual assistants with design experience can help tax professionals design marketing material that speaks directly to their audience.

3. Online Research

Tax professionals have stiff competition and one way they’re able to stay ahead is by doing the necessary research to know what’s new in their industry, what events they need to attend or find new prospects. These are all tasks that are ideal for a virtual assistant.

4. Website Maintenance and Updates

Having a virtual assistant with expertise in website design can be very helpful. Along with doing general maintenance and making basic updates, they can assist with more advanced tasks such as adding videos, banners, sliders, etc.

5. Appointment scheduling

One of the strong suits of a good virtual assistant is organization. For tax professionals, organization is a major key since they get so bombarded during tax season. Appointment scheduling is a task tax professionals can outsource to their VA to help lighten their workload and keep things in order.

6. Appointment Confirmation Calls & Email Notifications

Part of staying organized for tax professionals is following up with clients and confirming their appointments. Virtual assistants can make confirmation phone calls and send out email notifications while tax professionals are busy with clients.

7. Sending Out Thank You Letters

Another step that is often neglected by tax professionals is sending out thank you letters to the clients they’ve served. For many of them, it may be too time consuming for a task that doesn’t directly affect their bottom line, but in retrospect it’s extremely important for repeat business. Allow your VA to handle the task of sending out thank you letters and you’ll not only get repeat business but you’ll be more likely to get referrals as well.


Tax professionals have a lot of competition but there are ways they can separate themselves. The best way to do so is to have the help of a professional to take up the slack in areas where they either don’t have time or are not as proficient. Virtual assistants have unique skill sets to fit the needs of tax professionals and other business owners trying to find an inexpensive way to cut costs and improve service. Contact us today to see how our virtual team can assist you at 866-874-3647

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Working Successfully with a Virtual Assistant

If virtual support is a new concept to you, this is the perfect guide for you.

What is a Virtual Assistant?

A virtual assistant is an individual or company that partners with businesses and busy professionals to provide support from a remote location. Services can include anything from administrative support to marketing and creative design.

This manual will walk you through the processes of finding and working with a quality virtual assistant.

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