Why CPAs Need Customized Presentation Folders

You have just a few minutes to make a good impression in the business world. For CPAs, this means crafting a professional image that lets clients know they’ve hired the right person. Your website and social media presence are vital, but so is your personal appearance when meeting new clients for the first time. If you’re looking for ways to improve your professional image and stand out from the competition, consider customizing your presentation folders with your name or logo printed on them in an attractive font.


CPA presentation folders are an excellent asset for landing new clients. Here are the top benefits of custom folders and how you can integrate them into your marketing strategy.

Benefits Of CPA Presentation Folders

CPA presentation folders are a great way for accountants to brand themselves and are very useful in their daily business. They are easy to customize, cost-efficient, and can be used for presentations of all kinds.

Better Branding

The most important part of a business is its brand. Presentation folders intended for CPAs are one of the best ways to get your brand out there, especially if you want it to be seen by clients and potential clients alike. These folders can give them a clear idea about what your company does and how professional it is. They can also show off your logo and colors, which are vital to any brand identity.


Conformer’s CPA presentation folders have durable pockets that start flat and expand to fit up to 90 pages per pocket, so they are perfect for simple returns of a few pages or more complex filings requiring 100+ sheets of documentation. You have more than enough space for forms, audits, and detailed reports.

Impress Clients

Your clients want a professional CPA with an eye for detail. Using CPA presentation folders shows your clients that you care about appearances. As a CPA, you are your brand, and how you carry yourself will affect how clients view your brand. CPA presentation folders help establish your brand identity.


Make your tax folders a vital touchpoint in your customer’s experience with Conformer’s deluxe #100 linen stock, expert finish, and high-quality custom printing, including metallic foil for an elegant look.

Organizational Features

When creating a custom-designed CPA presentation folder, consider using unique features to make the folder the best organizational tool possible. For example, if you have a lot of documents to store in one folder, try a design with an expansion pocket to ensure it all fits. 

Conformer’s single right picket folder comes with a single pocket on the right side, a fold-over cover, and an optional window to show the client’s name through the cover.

Moreover, giving your clients an easy-to-use CPA presentation folder to keep all their pertinent information will help them stay better organized,

Upsell Complementary Services

CPA presentation folders offer a unique opportunity to advertise value add-ons to tax services. Some add-on services could include things like:

  • Bank financing
  • Business valuation
  • Cash flow management
  • Strategic business planning
  • Succession planning
  • New business formation


These multi-use folders are an attractive alternative to a standard binder. They can be customized with your logo, contact information, and company information on the front cover. The pockets inside can store business cards and other documents you want to pull out during meetings. Choose from our premium linen colors and showcase your firm’s history and accomplishments with artwork and detailed metallic foil stamping.

Make your folders as unique as your business in three simple steps: 

Step 1-Choose your paperboard, print type, and customized layout

Step 2-Upload your firm’s branding and artwork, or choose from our templates

Step 3-Purchase and receive a PDF proof in 1-2 business days

The Bottom Line On CPA Presentation Folders

You’ve worked hard to become an accountant and want your marketing materials to represent your commitment to quality. Conformer’s personalized pocket folders keep your documents safe, impress your clients, and help you secure more business. You can display any logo with custom graphics. See more here.

Share on facebook
Share on twitter
Share on linkedin

Get 10% off your first order

Sign up for Conformer Folders emails and get 10% off your first order, plus stay updated on special offers, printing tips & more!

* New customers only. Code will be emailed to the address you enter.

Follow us

Copyright © 2020 Conformer Products, Inc.. All rights reserved. CONFORMER® is a registered trademark of Conformer Products, Inc.
U.S. Pat. Nos.: 8,162,204 : 8,215,537 : 8,684,259 : 8,215,619 : 8,215,345 : 9,352,879. Canadian Pat. Nos. 2,418,571: 2,554,473 : 2,641,639. Other Patents Pending.

    Your Cart
    Your cart is emptyReturn to Shop
      Calculate Shipping