The best way to get your Client started with services is to provide them your landing pages. This will allow them to get set up with their Tax Management System. Your landing pages are found within the Marketing Toolbox. (See here: How to Use Your Marketing Toolbox)
Select the best landing page for the Client you are targeting. For example, if they are a commercial property owner, provide them your Cost Seg Landing Page.
If you have connected with them about Employee Retention Credits, provide them the ERC Landing Page.
If you are ever questioning which page to use or do not know much information about the contacts you are targeting, your Main Landing Page should always be your default to provide them.
