Using branded tax return folders is a low-cost way to showcase your brand.
Besides letting you package tax return forms with the professionalism they deserve, branded folders can raise awareness of your firm by boldly displaying its name and logo. And like regular tax folders, these folders also help to secure essential tax documents (tax return forms, end-of-year statements, receipts for deductions, etc.) from weather damage and unauthorized tampering.
However, the impact of personalized tax return folders depends on the information printed on them. We’ve prepared a rundown of the five most creative ways to brand tax return folders for your tax preparation business.
1. Add Your Company’s Branding Information
The first step in customizing tax return folders for tax preparers is incorporating your branding information. It’s how the recipients are able to link the enclosed tax documents back to you.
First, you must print your company’s name and logo on the tax return folders. This information should preferably go to the uppermost right-hand side of the folder, leaving the lower left-hand side for the addresses’ particulars.
Beneath your company’s name and logo should be its contact information. Include your cellphone number, email address, and (if space allows) your social media handles.
Be sure to display this information prominently, as it allows your clients to reach out for queries.
Printing your company’s official information on tax return folders can have a ripple effect in raising awareness of your brand. Anyone who comes across the folders, whether in the office or at home, will be instantly struck by the branding section of the folder and possibly consider reaching out for tax preparation services.
2. Incorporate Your Clients’ Personal Information
Right below your firm’s branding information should be your clients’ details.
Adding your customers’ details reassures them that you appreciate their business and can effectively bring them closer to your company. Besides, it prevents a mix-up of tax documents, which could adversely impact your business’ reputation.
Carefully write down the recipient’s name and contact information. The section could be printed or hand-written, depending on your clientele.
Handwriting a tax return folder can create a more personal connection with the client.
But if you’re handling dozens of tax preparation orders each month, printing the client’s details may be more convenient. Printed letters are also more durable and won’t smudge if a folder is inadvertently exposed to moisture.
3. Integrate QR Codes
QR codes have become a significant component of modern lead-generation campaigns.
With a quick scan of the code, your clients can access your products and take the desired action.
QR codes also provide a versatile way to interact with your clients. You could link the codes to your company’s service page, bringing them up to speed on your new offerings.
For tax return folders sent to loyal and long-term customers, you may include QR codes that link to informational blogs. Scanning the code will direct the client to a page on relevant issues, such as emerging tax laws.
QR codes could also lead to a digital feedback form, helping you track customer reviews and make amends accordingly.
4. Mind the Color Scheme and Typography
The wrong color and font choice can ruin your branding campaign. Selecting the right color is particularly important when designing tax return folders, considering that many recipients prefer to hold onto the folders.
Ideally, you should prioritize your company’s official branding colors and fonts.
If you do not yet adopt specific color schemes, avoid shades that evoke strong emotions, such as red and orange. Instead, opt for darker or muted tones.
As for the fonts, look out for something that’s legible from across the room. Avoid overly embellished typefaces and insist on professional ones with clean outlines.
Note that this rule strictly applies to the information printed on the cover of your tax return folders. When it comes to the enclosed tax return forms, you can experiment with a variety of shades.
5. Don’t Forget Custom Messages and Inserts
Custom messages are another ingenious way to show appreciation to your clients for doing business with your company.
A simple “thank you for your continued support” can go a long way in converting a new customer into a repeat client. You could print the message at the back of each tax return folder or insert it alongside the enclosed financial documents.
Staying with inserts, you may also enclose physical feedback forms to target clients who would bypass your QR codes for whatever reason.
Flyers and brochures are other supplementary documents to enclose in a tax return folder. Don’t forget your business cards too.
If your tax folders can still accommodate extra materials without looking chaotic, you could insert a FAQ document, glossary summary, and tax management tips.
Summary
Incorporating these details into your tax return folder can raise awareness of your brand without spending an extra dime on marketing. It’s a low-cost yet remarkably effective way to make your tax preparation business stand out.
As a parting shot, remember to invest in high-quality tax return folders. For a professional and sophisticated look, the folder should be preferably printed on matte card stock of 14 pt. thickness.
Size equally matters when choosing the best tax return folder. While 9” 12” is the standard dimension for most presentation folders, choose a folder depending on the size of tax return forms your business typically handles.
