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Super news and tax talk

Drew Robinson, a firm of Chartered Accountants based in Melbourne, offers professional tax consulting, audit and financial advisory services to corporates, small business and not-for-profits.

It is imperative to the firm that clients are kept informed about changes to the regulatory landscape which impact annual tax planning, business planning and superannuation fund obligations.

Each month, the team prepared content for their newsletter relevant to tax and accounting issues. The in house process for staff was inefficient, costly and cumbersome managing the monthly layout, printing and mail handling of newsletters.

The partners at Drew Robinson approached Edit Media and asked: "Is there a better way?"

There is ...

A new website now tells a simple story of the firm's professional services.

Clients have the ability to 'opt in' to receive and access important taxation updates.

A newsletter template makes it easier for staff to layout monthly 'Tax Updates' in a consistent brand format and upload to the new website.

Email communication systems were implemented making it easier for the firm to notify clients of regulatory issues.

Personalised messaging and links in the email design template offer clients the ability to download the document for further information.

The ability to track the response to the newsletter allows for tailoring of future emails and generates points of connection with their clients.

Senior Partner, Vanessa Litras, reports: "The feedback we are getting from our clients is really pleasing."

 


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