Tax Prose Inc. · Featured by CountingWorks PRO
Customer Launch Kit
Everything our team needs to share the Story Behind the Firm feature: approved graphics, ready-to-publish captions, email templates, and a suggested sharing schedule.
How to use this kit
- · Captions are ready to publish — edit freely before posting.
- · On Instagram, replace [LINK IN BIO] with your bio link.
- · Mark each caption approved once it's final.
- · Share the story link with clients using the email templates.
The feature
From Tax Returns to Life Transitions
CountingWorks PRO follows Stephanie Anderson and the Tax Prose Inc. team through the thinking behind a practice built for pivotal financial moments — not just filing season.
https://www.countingworkspro.com/story-behind-your-firm/stephanie-anderson-from-tax-returns-to-life-transitionsAnnouncement
Firm of the Week graphic
Lead with this 1080×1350 graphic and the announcement caption.
We're theFirm of the Week
Our feature explains why the most important tax conversations happen long before a return is prepared.
Tax Prose Inc · Stephanie Anderson, EA, CTP
Announcement caption
Carousel
Five-slide story sequence
Each slide exports at 1080×1350. Post them in order.
A TAX RETURNTELLS THE ENDING.
WE HELP CLIENTSSTART THE CONVERSATION EARLIER.
PLAN AHEAD.RESOLVE THE PROBLEM.
NAVIGATE LIFE'SFINANCIAL TRANSITIONS.
UNDERSTAND YOUR OPTIONS.SHAPE WHAT COMES NEXT.
Client & team templates
Copy, personalize the greeting, and send.
Client email
Subject · Our Story: Guidance Beyond the Tax Return
Team email
Subject · Our Story Behind the Firm Feature Is Live
Email signature & website
Signature banner and badge
The banner drops into your email signature; the badge links to the story from any page.
Guidance beyond
the tax return.
incometaxprose.com
The Story Behind Tax Prose Inc.
Instagram & Facebook stories
Story sequence
Five 1080×1920 frames. The last frame is a placeholder for your link sticker.
WE'RE THEFIRM OF THE WEEK
Tax Prose Inc · Westlake Village, CA
THE RETURNTELLS THE ENDING.
Tax Prose Inc · Westlake Village, CA
THE MOST IMPORTANT DECISIONSHAPPEN EARLIER.
Tax Prose Inc · Westlake Village, CA
WE HELP CLIENTSUNDERSTAND THEIR OPTIONS.
Tax Prose Inc · Westlake Village, CA
Tax Prose Inc · Westlake Village, CA
Captions
Caption library
Ready to publish — replace [LINK IN BIO] on Instagram.
Short caption
Employee caption
Timing
Sharing schedule
Publish the Firm of the Week announcement on LinkedIn and Facebook.
Publish the firm-branded five-slide carousel.
Invite Stephanie and participating team members to use the employee caption.
Send the client email.
Reshare the story using the short caption or pivotal-moments graphic.