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