Tax Season Resource for Your Clients
Tax Season Resource for Your Clients
Tax Season Resource for Your Clients
Give your clients something they'll actually use this tax season
A step-by-step toolkit your SMB clients complete before meeting with their CPA — organized receipts, equipment tracking, mileage deductions, and more. You share the link. They do the rest.
Emergency Updates & General Support
Banc of California
Established a Wildfire Relief & Recovery Fund with a $1 million donation from the bank, leading efforts to support affected communities beyond financial aid.
East West Bank
East West Bank Foundation will contribute $250,000 to boost the Pasadena Community Foundation's Eaton Fire Relief and Recovery fund.
City National + RBC
Royal Bank of Canada (RBC), together with City National Bank, are donating $3 million to support victims of the devastating wildfires in Southern California.
Banc of California
Established a Wildfire Relief & Recovery Fund with a $1 million donation from the bank, leading efforts to support affected communities beyond financial aid.
East West Bank
East West Bank Foundation will contribute $250,000 to boost the Pasadena Community Foundation's Eaton Fire Relief and Recovery fund.
City National + RBC
Royal Bank of Canada (RBC), together with City National Bank, are donating $3 million to support victims of the devastating wildfires in Southern California.
Banc of California
Established a Wildfire Relief & Recovery Fund with a $1 million donation from the bank, leading efforts to support affected communities beyond financial aid.
East West Bank
East West Bank Foundation will contribute $250,000 to boost the Pasadena Community Foundation's Eaton Fire Relief and Recovery fund.
City National + RBC
Royal Bank of Canada (RBC), together with City National Bank, are donating $3 million to support victims of the devastating wildfires in Southern California.
The toolkit
A 20-minute checklist that saves hours
A 20-minute checklist that saves hours
A 20-minute checklist that saves hours
Your clients walk through five steps — organizing receipts, categorizing expenses, tracking equipment purchases, logging mileage, and checking for missed deductions. Each step includes a simple tool or calculator. When they're done, they have a clean packet ready to send to their CPA.
Your clients walk through five steps — organizing receipts, categorizing expenses, tracking equipment purchases, logging mileage, and checking for missed deductions. Each step includes a simple tool or calculator. When they're done, they have a clean packet ready to send to their CPA.
Your clients walk through five steps — organizing receipts, categorizing expenses, tracking equipment purchases, logging mileage, and checking for missed deductions. Each step includes a simple tool or calculator. When they're done, they have a clean packet ready to send to their CPA.
Easy to share
One link. One email. Done.
One link. One email. Done.
One link. One email. Done.
Add the toolkit to your normal tax-season outreach — or send it on its own. We include email templates you can customize, or just drop the link into a message you're already writing.
Add the toolkit to your normal tax-season outreach — or send it on its own. We include email templates you can customize, or just drop the link into a message you're already writing.
Add the toolkit to your normal tax-season outreach — or send it on its own. We include email templates you can customize, or just drop the link into a message you're already writing.
Why it works
Be the banker they remember this tax season
Be the banker they remember this tax season
Be the banker they remember this tax season
Every bank sends a tax-season email. Most get skimmed and forgotten. This one comes with something your clients actually sit down and use — and they'll remember who sent it.
Every bank sends a tax-season email. Most get skimmed and forgotten. This one comes with something your clients actually sit down and use — and they'll remember who sent it.
Every bank sends a tax-season email. Most get skimmed and forgotten. This one comes with something your clients actually sit down and use — and they'll remember who sent it.
FAQs
Have questions? We’ve got answers. For everything else email us: bracket@gowithcrane.com
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© 2026 Unlock Ventures, Inc. (Crane). All rights reserved.
© 2026 Unlock Ventures, Inc. (Crane). All rights reserved.