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      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