Thinking About Client Retention?

Learn 5 proven strategies to help you retain more clients in 2021
Watch the new videosOrder the new guide

Luxury Presentation Folders

Build Client Loyalty & Engagement with the Finest Custom Folders on the Market

For 40 years, thousands of prominent accounting, legal and estate planning firms like yours have used Lockhart Presentation Folders and Tax Folders to deliver an image of excellence, quality and prestige into the hands and minds of their most valued clients. The vision behind Lockhart Custom Presentation Folders has always been simple: Professional work deserves professional presentation – but the mission of Lockhart has never been just to sell custom folders; our core mission has always been to help people and businesses like yours elevate your brand’s image and enhance the perceived and billable value of your work.

Digital is important to your clients, but don’t allow your important work to become perceived as another intangible, digital commodity. Your brand needs a tangible, lasting keepsake your clients can hold in their hands. Lockhart’s extraordinary quality papers, prestigious colors and exclusive printing techniques can literally help build your brand, enhance the look, feel, and value of your work, and retain your most important clients. That’s the Lockhart Advantage. See how Lockhart’s custom folders can help elevate the look, feel and image of your brand today. 

Trusted Advisors Retain More Clients

Learn 5 surefire ways to stay in touch and retain your clients in a low-touch, no-touch world

“High-Touch” Advisors know how to reach out and touch their clients in a personal way. While many firms are considering a paperless, “no-touch business model, wise firms recognize the need to create memorable “touch-points” for their clients, or risk becoming another faceless digital commodity. Watch our Trusted Advisor Videos and then order our free Trusted Advisor Marketing Guide to learn 5 simple tools  to help you build long-term client loyalty in the coming year. 

Touch Point 1

How To Brand Your Image Of Excellence

In the current low-touch, no-touch business climate, it’s never been more important to touch your clients with a physical representation of your brand. Watch this video to learn more. 
Touch Point 2

Why You Should Thank Your Clients

Companies that employ High-Touch business practices retain more clients over a longer period of time. See how something as simple as a thank you message can help you touch your client’s emotions.
Touch Point 3

Stay Top Of Mind By Marketing Your Services In Print

See how the “Mere Exposure Effect” can help you better promote your business and services in this brief, informative video. Good advertising is sometimes a simple as displaying your services in elegant print.


Touch Point 4

Why You Should Meet With Your Clients More Often

Trusted Advisors make a point of meeting with their clients more often – and they ensure their clients are getting the attention and service they require. Watch this video to learn more about “quality time.”
Touch Point 5

Why You Should Market Your Social Media Platforms On Paper

Almost half of the people on Earth now use social media to stay in touch with their friends, family, and businesses they love.  It’s never been more important that your clients can find you on social media. 


Order Your Free Trusted Advisor Marketing Guide

Custom Printed Folders: Pressman Quality Check


The Lockhart Difference

A Devotion to Quality You Can Feel

For almost half a century, Lockhart has been a quality-obsessed, family-owned American business that does everything in-house.  We do not outsource — and our expertise, culture and commitment to excellence cannot be replicated. With an average employee tenure of over 10 years, our production department possesses more than a century of experience in custom design and imprinting for clients ranging from individual CPA’s, to Law Firms, to Big Four accounting firms. Our in-house designers provide free, bespoke graphic art services and we take full ownership of all design, production, quality assurance, packaging and shipping. When you hold a Lockhart presentation folder in your hands, you feel our devotion. 

  • Direct, one-vendor responsibility—Never Outsourced!
  • In-house designers and bespoke design services 
  • Exclusive imprinting, embossing, and foil-stamping
  • 100% quality assurance and money back guarantee

The Power of Presentation

Brand Your Image of Excellence and Reinforce the Value of Your Work.

Lockhart knows that Image Counts –  including the image you brand into your client’s most important documents. When your clients experience the value of your hard work delivered by hand and bound in Lockhart’s custom folders,  your stature as a trusted advisor will be greatly enhanced, and definitely remembered. 



High-Touch Advisors Retain More Clients

Our Presentation Folders make it easy to be High-Touch

Did you know that it costs about 6X more to land a new client than it does to keep an existing client?  While many firms are considering a completely paperless “no-touch” or “low-touch” business model, wise firms recognize the need to create memorable, physical touch points for their clients, or risk becoming another disposable digital commodity that doesn’t build client loyalty. In a low-touch, no-touch world, High-Touch accountants use physical tools like Lockhart’s Presentation Folders to stay in touch, and stay top of mind with their most important clients.  

Our new High-Touch Marketing Enhancements are tailor-made to help you reach out and touch your clients, even if you can’t meet in person. Strengthening your client relationships and reinforcing your status as a trusted advisor has never been easier.


Need Design Help?

Sometimes it helps to talk to someone about your design ideas to help you choose the best imprinting and folders for your business.

Not Sure What Folders You Want?

Our free Sample Marketing Kit includes a variety of our most popular presentation folders with examples of our patented embossed and foil stamping techniques.

We're available by phone (800) 966-2709, Monday - Friday from 8a.m. - 5p.m.