Do you provide marketing materials with the software?

Yes. Some are free and some only come with a paid subscription to our tools.

You can view our free marketing resources here: https://www.covisum.com/marketing-your-financial-practice

If you have a subscription to Social Security Timing, Tax Clarity, SmartRisk, or Income InSight, you also have free access to a client-facing seminar presentation and client-facing brochure. You'll also find a direct mail example within the tool. Additionally, Tax Clarity subscribers have access to a CPA letter template to help start a referral relationship.

If you're looking for additional resources, check out our downloads page.