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TRMCRM BLOG
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In-depth articles on growing your financial firm, using TRMCRM features to their full potential, and building sustainable revenue across every season of the tax year.
LATEST ARTICLES
FROM THE BLOG.
PLATFORM STRATEGY
How to Use Your 52-Week RMM Playbook From Day One — Even If You're Starting Mid-Year
Most financial pros assume they need to wait for January to start a new marketing system. Here's why that thinking is costing you clients right now — and how to jump into the Playbook at any point in the year and still hit your revenue targets.
Published June 2026 · 8 min read
Snaps & Automation
The Tax Pro Snap: What It Does and How to Install It in Under 10 Minutes
A step-by-step walkthrough of the most-used Snap in the TRMCRM catalog — and why it should be the first one you install on day one.
June 2026 · 5 min read
Off-Season Revenue
5 Services You Should Be Selling Right Now (That Aren't Tax Returns)
The off-season isn't a gap in your calendar. It's a revenue opportunity most financial pros completely ignore. Here's what to offer — and how to automate the delivery.
May 2026 · 7 min read
CRM Strategy
Smart Lists 101: How to Segment Your Contacts So Your Campaigns Actually Convert
Most TRMCRM users have all their contacts in one pile. Here's how to organize them into Smart Lists that make every campaign feel personal — and perform better.
May 2026 · 6 min read
Platform Tutorials
Text-to-Pay Is Already In Your Account — Here's How to Turn It On
One of the most powerful features in TRMCRM is also the most underused. This tutorial walks you through activating Text-to-Pay and collecting your first payment in under 15 minutes.
April 2026 · 4 min read
Marketing
How to Use the 365-Day Content Calendar Without Spending Hours on Social Media
The content calendar that comes with TRMCRM is only useful if you're actually using it. Here's a 30-minute weekly workflow that keeps your social presence active without taking over your day.
April 2026 · 5 min read
Tax Season
The Missed Call Text Back Feature: Why It's the Easiest ROI You'll Ever Get
Every call you miss is a potential client going to your competitor. This single automation, already in your account, can recover those leads automatically. Here's how to set it up today.
March 2026 · 4 min read
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