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For over 40 years Taxbriefs has been providing specialist content and client communication services to professional advisers, accountants and financial service providers.

Formed in 1975, Taxbriefs began as an innovative Budget service, helping advisers and accountants deliver key announcements to their clients the very next day.

Over the years our product range might have grown but our core value remains, to deliver high quality content that works for our customers.

HOW TO WORK WITH US

Working with us

We’re here to make your communications as straightforward and painless as possible.

How to work with us

It’s a simple five step process for your personalised communications:

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Managing your orders

Every client has a dedicated account manager and access to your secure My Account area on our website. From here you can access all your:

  • Quotes
  • Orders
  • Artwork proofs
  • Most digital products
  • Marketing support material
  • Guides and more

We’ll notify you when you have a new quote or product to download, and your registered team members can log in at their convenience.

You will always be asked to review your personalised details on each product before each edition in case anything has changed. We won’t produce your material until you’ve signed it off. Once you’re happy, we’re happy.

Alternatively you can call your account manager or our client services team at any time to discuss your orders or requirements.

Service levels

Our personalised products are available at three service levels to allow you create the best fit for your firm:

Flexibility

We know that one size doesn’t fit all. That’s why we take a collaborative and flexible approach to offer:

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  • A range of designs on our newsletters and Budget products
  • The option to add your own story to your newsletter
  • Customisation of our designs with your colours and fonts for more bespoke communications
  • The ability to add your own artwork and match existing branding
  • Creating bespoke content

We don’t tie you in to an annual subscription if that doesn’t suit you. You can purchase newsletters once or twice a year, take a smaller set of topic-related Key Guides or let us help you build a bespoke package of material that works best for your business.

And by the way – our name never appears on your products.