Sales Support Tools
Helpful Resources for Our Most Popular Filing Products.
W-2, 1099 & 1095
Changes & Updates
Discover the latest updates and regulatory changes to the most commonly used W-2 and 1099 tax reporting forms, including new requirements and key deadlines to help ensure compliance for the upcoming tax season.
Interactive Catalog
Browse popular tax products in our interactive catalog. Add your contact details to the cover and share it with clients.
Sell Sheet
A ready-to-share ad featuring tax reporting tools. Add your contact info and a quick promo to the top or bottom.
Marketing Emails
Ready-to-send email designed to drive W-2, 1099, and 1095 orders. Download the template and forward to your users.
Web Banner Ads
Boost visibility for tax reporting forms with three prebuilt web banners you can use on your site, in emails, or across the web.
Checks & Supplies
Interactive Catalog
Interactive catalog featuring popular check writing products. Download and add your contact info to the cover to share with customers.
Sell Sheet
Promote folder and envelope items using this customizable ad. Add your info and a short message to the top or bottom before sharing.
Marketing Email
Drive folder and envelope business using this ready-to-send email. Download the template and forward it to your users.
Web Banner Ads
Boost your folder and envelope products using three ready-to-use banner ads on your site, in emails, or online.
Folders & Envelopes
Interactive Catalog
Showcasing popular folder and envelope products. Customize the cover with your information and redistribute to your clients.
Sell Sheet
Promote folder and envelope items using this customizable ad. Add your info and a short message to the top or bottom before sharing.
Marketing Email
Drive folder and envelope business using this ready-to-send email. Download the template and forward it to your users.
Web Banner Ads
Boost your folder and envelope products using three ready-to-use banner ads on your site, in emails, or online.
Mortgage & Income
Mortgage Catalog
Discover top mortgage products in this interactive catalog. Easily add your contact info to the cover and share it with your clients.
Income Tax Catalog
Explore the top income tax products in our interactive catalog. Download, personalize the cover with your contact info, and share with customers.
Broker Forms Makes It Easy to Get Started — and Even Easier to Find the Tax Filing Products You Need