How do I access marketing materials?

Covisum software subscribers receive free access to a corresponding marketing kit.

To access the kit:

1. Login to a paid software account. 
2. Select the ‘Marketing’ tab in the left side navigation menu. 
   
   
3. Select the software program that you have access to through a paid subscription: 
   1. Social Security Timing 
   2. Tax Clarity 
   3. Income InSight 
   4. SmartRisk 
4. Covisum will redirect you to the marketing kit for that product in a separate browser tab. Use the following resources to help communicate with your clients and grow your practice.

• On-demand videos 
• Social media suggestions and talking points 
• PowerPoint presentation slides and script  
• Client-facing brochure 
• Post-event email templates  
• Practice management checklists and templates 
• Sample client report 
• And more