PDI Global will be Checkpoint Marketing for Firms


Nurture Clients, Generate Leads and Grow Your Business
With Marketing Solutions from Thomson Reuters

Be the first to share the news

Our Tax and Accounting Alerts program makes it easy to position your firm as a thought leader by sharing timely information about new tax laws, IRS rulings, changes in accounting standards, helpful tax planning strategies, and other important subjects with clients and others. You get approximately 18 professionally written alerts per year — more if warranted by developments — to post on your website, blog and social media pages or to email to your contacts via our ready-to-brand template or your own email system.


Tax season marketing tools

Does marketing at your firm fall by the wayside during busy season? Our turnkey newsletter marketing programs enable you to build brand awareness, keep in touch with clients, share helpful information and generate leads even your partners are preoccupied with other things. Our newsletters are available in email, online, print and content-only formats for many important practice areas. Plus, they feature engaging content reviewed by a National Editorial Board and brand-enhancing designs ready to personalize and post or send out.


Content marketing made easy

The key to successful content marketing is to regularly share relevant and helpful information with your target audience. But continually coming up with articles to post on your website, email to contacts, or include in your newsletter can be a chore that takes time away from billable work. Our online Content Store makes it easy — and very cost-effective — to get engaging, professionally written articles on a broad range of accounting, business, tax, legal, financial and industry-specific subjects. Just search, buy and download!