Client Sales Tools

Resources to Share With Your Clients

CPA2Biz developed these valuable sales tools for you to use with your clients to explain how the Intacct Accountant Edition can help benefit your client's business. The sales tools featured below are available through our Trusted Business Advisor^SM Solutions CPA Portal when you sign up for any Business Solutions program on this web site, including Intacct, Bill.com, and Paychex.

Most sales/marketing materials below are available in ready-to-use format (no customization required) and will be accessible for you to download and send to your clients. For customizable documents, we will be happy to add your firm's name, company logo and contact information.

Ready-To-Use Marketing Materials (use as is):

2-page marketing flyer Provides general overview of Intacct Accountant Edition View: PDF

Content for your web site Two messaging options and two graphic treatments (one with the Intacct logo and one without) to help you promote specific benefits of the Intacct Accountant Program to your clients. View: Increase Productivity and Profitability (Doc)  |  Image with logo (GIF)  |  Image without logo (GIF)  |  Samples (Docx)

Customizable Marketing Materials (just add your contact info):

Use the customizable flyer and PowerPoint presentation below to promote the benefits of the Intacct Accountant Edition to your clients. Before sending this flyer or presentation to your clients, you will need to insert your accounting firm's contact information and logo (if desired) in the appropriate places highlighted. We can provide this service for you; please contact Eunice Leung at 212-596-6258 or email her at eunice.leung@cpa2biz.com.

Customizable 2-page marketing flyer Provides general overview of the Intacct Accountant Edition View: PDF

Client Sales Presentation Present the benefits of the Intacct Accountan Edition to your clients. View: PowerPoint Presentation