Tom Showcases His Firm

Tom is trying to form some new revenue-sharing partnerships, and he needs materials to back him up in some upcoming meetings. MRL to the rescue! By accessing MRL, he is able to locate a Professional Partnerships brochure that explains the program’s benefits to a new CPA prospect. There are also materials for potential institutional partners and property and casualty firms.

Tom customizes the “Professional Partnerships for CPAs” brochure and adds “About the Firm” content through Advanced Customization. This allows him to extend his firm brand to the potential partner and explain the value of the program. And that’s how MRL seals the deal.

Problem

You need to extend your firm brand.

Solution

MRL’s Advanced Customization options allow you to customize and brand documents by adding “About the Firm” content.