ContentsContents | FAQs | Password | © 2011 TIAG®FAQsPassword A Worldwide Network of Quality...

Contents | FAQs | Password | © 2011 TIAG®

A Worldwide Network of Quality Accounting Firms

TIAG Member GuideTIAG Member Guide

081711


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Your Website User Name and PasswordsTo access many of the resources available to you and to keep your firm’s online profile updated you will need access to your firm’s user name and password.

Types of User Names and Passwords:

•General User – Distribute and make this available to your staff so they may access the “Member’s Only” portions of the TIAG and TAGLaw websites.

•Administration User – Keep this restricted to those in your firm who are authorized to edit your TIAG profiles.

For All MembersFor All Members

If you do not have your user name and password, please email [email protected].


New Member Integration PlanThis document outlines the steps necessary to ensure that you receive the most benefit from your TIAG membership.

Phase 1: Get to know TIAG

Phase 2: Promote your firm to TIAG

Phase 3: Use TIAG in your marketing efforts

For New MembersFor New Members

Click here to download the member integration plan.


ContentsContents


• Florida Corporation• Founded in October, 1998 by Peter Appleton Jones• Three distinct businesses, plus a charitable

foundation– TIAG, a global alliance of accounting firms– TAGLaw, a global alliance of law firms– TAG Academy, an educational institute for

accountants and lawyers– TAG Foundation, A charitable organization through

which TIAG and TAGLaw firms contribute funds to help those in need

The Appleton Group, Inc.The Appleton Group, Inc.


Click here to access The Appleton Group, Inc. staff directory.



TAGLaw®

• Founded: 1999

• A global alliance of high-quality, independent law firms that provide a full range of legal services to clients all over the world

• More that 150 firms on 6 continents

• www.TAGLaw.com



TAG Academy

• Library of 100+ recordings on firm management and marketing courses available at www.tagacademy.com

– Download a course and keep it forever

– Cost: $50 per course*

• Faculty comprised of industry consultants, experts, TIAG members, and TAGLaw members

• Exclusive TIAG discount on CCH Resources*


*Prices may vary based on region.

Your user name and password are required to purchase TAG Academy courses and view CCH discounts. If you do not have

your password, please email [email protected].


TAG Foundation

• Founded: 2010

• Independent legal entity• A means for TIAG and TAGLaw firms to contribute funds

for charitable purposes around the world

• http://tagfoundation.tiagnet.com

The TAG Foundation has been approved as exempt from taxation under §501(c)(3) of the U.S. Internal Revenue Code and contributions are tax deductible to the extent permitted by law.



TIAG Membership Benefits

• Increases your ability to protect and serve your client base

• Maintain a competitive advantage when bidding for work

• Raise your firm’s profile in the marketplace

• Develop relationships that lead to new business

• Creates access to 250+ accounting and law firms for technical and management guidance

TIAG Organization & OverviewTIAG Organization & Overview


TIAG Advisory Board

• The TIAG Advisory Board is comprised of leading practitioners from member firms who provide strategic guidance to the network.

• The board meets in person at each international conference and leads teleconference periodically throughout the year.

• The board provide feedback on new TIAG membership applications and holds frequent teleconferences.



TIAG Governing Documents

• Membership Agreement – Outlines terms of membership in TIAG and covers items regarding network governance and administration.

• Charter - Outlines standards and objectives that TIAG members commit to as part of their membership agreement, including expectations with respect to working with other members and their clients, such items as response time, accessibility, and quality and timeliness of work.

Available on the “Publications” section of the Resource Center on www.tiagnet.com.



Firm ContactsThe firm contacts

are responsible for managing the TIAG relationship and responding to inquiries from other members.



TIAG Brand/Name/LogoAdding the TIAG logo to your website and marketing materials will help your firm raise its profile in its marketplace.

Logos, network descriptions, and guidelines are available to members on the TIAG Resource Center.

Your user name and password are required to access the TIAG

resource center. If you do not have your user name and password, please email [email protected].

Click the links to the right to see how other members have used the TIAG brand.



International ConferencesTIAG International Conferences feature talented speakers, excellent networking opportunities, and “magical” tours and evening events. International conferences are held twice per year, in May and October. Conference attendance is an important part of realizing the benefits of TIAG membership.

Network ActivitiesNetwork Activities


Regional Meetings and Conference CallsSome regions also hold meetings and conference calls periodically. Member firms organize these events, although The Appleton Group often assists with coordination and planning. These events usually include discussions with a regional focus, as well as an educational component and further networking opportunities. While the focus is more local, all members can attend.



Specialty GroupsSpecialty Groups serve as a vehicle for members to network with colleagues who share areas of practice or industry specialization and lead to collaboration among member firms. • Assurance & SEC• Best Practices• Energy - TIAG & TAGLaw members• Forensic/Litigation Support• Tax – TIAG & TAGLaw members


Your user name and password are required to

access the TIAG Specialty Groups section of the

website. If you do not have your user name and

password, please email [email protected].


Specialty Groups (continued)Click here for more information on Specialty Groups and

to view articles. If you are interested in joining a Specialty Group, contact Chris Cervellera at [email protected].


Your user name and password are required to access the TIAG Specialty Groups section of the website. If you do not have your user

name and password, please email [email protected].


www.TIAGnet.com • Firm and Accountant Profiles

• Find a Firm/Accountant

• Member News

• Resource Center*

• Doing Business Guides

• Specialty Groups* / Articles

• Conference Information*

• Business Opportunities*

• Sponsors / Strategic Partners*

*Requires user name and password. If you do not have your user name and password, please email [email protected].

TIAG ResourcesTIAG Resources


www.TIAGnet.com Firm/Accountant ProfilesTIAG members can gain exposure within the network by maintaining complete and updated profiles on the TIAG website. You can edit your profiles using your administrator user name and password.


If you do not have your user name and password, please email [email protected].

Click here for instructions on how to edit your TIAG profile.


www.TIAGnet.com Finding a Firm/AccountantYou can find firms and professionals using a variety of methods on the “Find a Firm/Accountant” section of the TIAG website or the “Find a Firm/Lawyer” section of the TAGLaw website.


Compatible with most mobile devices!


www.TIAGnet.com

Firm ContactsFirm contacts play a key role

in the network. They are responsible for managing the TIAG relationship and responding to inquiries from other members. That information is listed on the lower left-hand side of the Firm Profile.



TAGLine• Weekly email bulletin sent every Monday to all member

firms (Firm contacts and members of your firm with TIAG profiles are automatically subscribed to TAGLine.)

• Contains member news, TIAG, TAGLaw, TAG Academy, and TAG Foundation news; specialty group articles and other updates

• Increase network awareness by forwarding TAGLine to your firm or send TIAG your firm’s distribution list

• Send your firm’s news and articles to [email protected] to have them featured in TAGLine and on the TIAG website



TIAG LinkedIn GroupsBy joining the TIAG LinkedIn Groups you can connect

with other TIAG members and grow the profile of your firm within the network. Join now by clicking the names of the groups below and pass them on to other members of your firm.

• TIAG Member's Group• TAG Tax Specialty Group


Did you know that LinkedIn is the largest professional networking website with more than 100 million members?


TIAG Email ListsTIAG has created several monitored email distribution lists to

help members communicate with each other.

List types include:

- General Membership and Firm Contact Lists

- Regional Lists

- Specialty Group Lists

Click here to access the email distribution lists.


Your user name and password are required to access the TIAG email distribution lists. If you do not have your user name and

password, please email [email protected].


Business Opportunities TIAG collects Business Opportunities from members to help

you learn about business opportunities around the world, whether an infrastructure project, a business for sale, or financing opportunities. This provides a vehicle by which members can be not only conscientious advisors, but also a value-added source of business to your clients.

If you are aware of a business opportunity that may be of interest to TIAG/TAGLaw firms and their clients, email details and contact information to [email protected].


Your user name and password are required to access the TIAG Business Opportunities section of the website. If you do not have your

user name and password, please email [email protected].


Doing Business GuidesDoing Business Guides contain valuable information for

individuals and companies conducting business in different markets throughout the world. The guides are prepared by TIAG and TAGLaw firms and provide an overview of the laws, regulations and other considerations when doing business within their respective jurisdictions.



TwitterWe have established a TIAG Twitter feed to follow

members and to help re-distribute their content to our following. The benefits of this are increased exposure for your firm and increase your visibility on Google and other search engines.

• Follow TIAG on Twitter - @TIAGnet• Follow TAGLaw on Twitter - @TAGLaw



Member DirectoriesAlthough the TIAG and TAGLaw websites serve as an up-

to-date directory of members (compatible with most mobile devices), we do make a PDF version of our membership roster available for our members to download.

Click here to access the directories page of the TIAG resource center.


Your user name and password are required to access the TIAG directories section of the website. If you do not have your user name

and password, please email [email protected].


• Review New Member Integration Plan– Complete the checklist of immediate action items

– Add the TIAG logo and description to your website

– Utilize your TIAG membership in your marketing efforts and in your marketing materials

– Get involved with Specialty Groups

– Attend TIAG International & Regional Conferences

– Join TIAG LinkedIn Groups

• Introduce yourself to the TIAG and TAGLaw members in your region and practice area(s)

RecommendationsRecommendations


Click here to access the list of TIAG Member FAQs.

FAQsFAQs

The Appleton Group © 2011

A Worldwide Network of Quality Accounting Firms

TIAG FAQsClick here to visit the TIAG Member FAQs.

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