4d • 💰TAX PRO Lounge
🎄 Tax Pros — The December Loyalty Program Is LIVE!
💰 You can now offer your clients up to $500 in holiday funds instantly!
This is your moment to show up, serve, and strengthen your relationships right before the holidays. Clients need support more than ever — and YOU now have the tool to deliver it.
✅How to Get Started (Do This Today)
1️⃣ Log Into Your Refund Advantage Account
Enroll in the December Loyalty Program inside your RA portal.
2️⃣ Set Your Holiday Funding Terms
Choose:
- How much you want to allocate per client
- Your repayment terms
- Your office limits
Move smart and move intentional.
3️⃣ Choose Who Will Receive Holiday Funds
Look at:
- Loyal clients
- Past clients who stay consistent
- Clients with strong history
- High-engagement prospects
This is your chance to reward loyalty AND reactivate quiet clients.
4️⃣ Announce It NOW
Don’t wait!
Tell your audience that holiday funds are available immediately.
Use:
- SMS
- Social Media
- Group Chat
- Your CRM Automation
Visibility matters.
🔥 Why Act Today?
The holiday season is HERE.
People are shopping, budgeting, and looking for relief.
You have the power to:
• Put money on the streets,
• Build loyalty with your clients,
• Grow trust and visibility,
• And enter 2026 with momentum.
Don’t slow-walk opportunity — take action today.
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🎄 Tax Pros — The December Loyalty Program Is LIVE!
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