You need a consistent way to attract tax preparers, EROs, or potential partners instead of depending on random posts, referrals, or people finding you by accident.

Your offer needs a clear reason for someone to choose your company beyond simply having access to tax software.

You should be able to clearly explain your software, pricing, support, resources, onboarding, and what your partners actually receive when they join you.

Your sales call should have a clear structure—from qualification and discovery to presenting your offer, answering questions, and giving the prospect a next step.

A repeatable presentation keeps your message consistent and helps you explain the opportunity without making up the sales conversation every time.

Not every prospect is ready on the first conversation. Your CRM, email, text, and follow-up process should keep qualified leads from disappearing.

Your onboarding should clearly move someone from signed agreement to account setup, training, resources, support, and actually using the software.

You need to understand where the money comes from, which fees apply, what you earn, and how those numbers affect the profitability of your offer.

Before accepting a software partnership, you should understand the deal, the fee structure, and which terms may have room for negotiation.

Growth creates support volume. You need processes, documentation, communication systems, and eventually a team so every question doesn’t come directly to you.

Lead follow-up, reminders, onboarding, confirmations, internal notifications, and other repetitive steps can often be automated instead of handled manually.

A VA works best when the role has clear responsibilities, SOPs, systems, and expectations instead of being handed random tasks whenever something comes up.