What you will learn
- What Nationwide Tax Experts offers tax offices and their clients
- How to describe the service model in plain words
- How the service model helps you serve clients better
The service model
Nationwide Tax Experts supports tax offices with professional tax software, bank products for refund options, training and support, business development and a service bureau structure. That means you can focus on clients while Nationwide provides the tools and support behind you.
Explain it in client language
Clients do not need the technical details. Say what it means for them: accurate returns, secure e-filing, refund options explained clearly and a team that is there during and after the season.
Stay accurate
Describe only services your office actually offers, with the current terms provided by Nationwide. If a client asks about something you are not sure is available, confirm it before promising it.
Sample script (fictional)
Prospect: What makes you different from the place down the street?
You: We are backed by the Nationwide network, so we have professional software, trained preparers and a support team, and we explain every fee before you sign.
Practice
Write a two-sentence description of Nationwide that you could say to a new client.
Training content for Nationwide Tax Experts. All scenarios use fictional prospects. Never promise refund amounts, dates or results.