Automate your client engagement and marketing today. Subscribe now
  •  

    Starter

    $39.95

    billed monthly
    1,000 Contacts

    Get started marketing your firm.
    • Monthly Client Update Newsletter
    • Weekly Tax Tips
    • 6 TaxVid videos: client education videos
    • Automatically email, post to
      social media & publish the content to your website
  •  

    Pro

    $69.95

    billed monthly
    2,000 Contacts

    Everything in Starter Plan plus:
    • Entire library of TaxVid videos plus frequent new releases 400+ article library with new articles added regularly
    • Schedule up to 275 social media posts a year
    • E-greeting cards, appointment reminders & more
    • Send custom newsletters & email blasts
  •  

    Expert

    $149.95

    billed monthly
    5,000 Contacts

    Everything in Pro Plan plus:
    • Monthly Business Newsletter
    • Monthly Tax Planning Insights Newsletter
    • FirmVid: videos to advertise your firm
    • Reviews: get more online reviews across Google My Business, Nextdoor & Facebook
    • Referrals: get more referrals with automated email drip campaigns

Compare Plans Starter Pro Expert

Client Newsletters

  • Monthly Client Update Newsletter
  • Monthly Client Update Newsletter
  • Monthly Client Update Newsletter
  • Monthly Business Newsletter
  • Monthly Tax Planning Insights Newsletter

  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website

Weekly Tax Tips

  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website

Video Marketing

  • 6 TaxVid videos
  • Firm branding: customize the videos with your firm name, logo & contact information
  • Embedded lead generator
  • Email, post to social media & publish the videos to your website
  • Lobby Kiosk: play videos in your waiting area
  • Automatic video updates
  • Entire library of TaxVid videos
  • Firm branding: customize the videos with your firm name, logo & contact information
  • Embedded lead generator
  • Email, post to social media & publish the videos to your website
  • Lobby Kiosk: play videos in your waiting area
  • Automatic video updates
  • Automatic new video releases
  • Entire library of TaxVid videos
  • Firm branding: customize the videos with your firm name, logo & contact information
  • Embedded lead generator
  • Email, post to social media & publish the videos to your website
  • Lobby Kiosk: play videos in your waiting area
  • Automatic video updates
  • Automatic new video releases

Video Marketing – FirmVid

  • Not Included
  • Not Included
  • 20+ FirmVid videos to advertise your firm
  • Automatically rotate a new FirmVid to feature each week
  • Videos auto post and play on Facebook and Twitter
  • Auto-email your featured FirmVid to your prospect list
  • Automatically play your featured FirmVid on your website

Custom Messages

  • Not Included
  • eCards
  • Birthday Cards
  • Holiday Cards
  • Appointment Reminders
  • Thank You Messages
  • Schedule to autosend your eCards on important dates
  • Create and send custom email blasts and newsletters
  • Send unlimited emails
  • eCards
  • Birthday Cards
  • Holiday Cards
  • Appointment Reminders
  • Thank You Messages
  • Schedule to autosend your eCards on important dates
  • Create and send custom email blasts and newsletters
  • Send unlimited emails

Article Library 400+ Article

  • Not Included
  • Schedule the articles to post on social media
  • Create a custom digital newsletter
  • Send one-off articles to clients & prospects
  • Post specific tax & finance articles to your website
  • Schedule your custom content to be sent on specific dates
  • Schedule the articles to post on social media
  • Create a custom digital newsletter
  • Send one-off articles to clients & prospects
  • Post specific tax & finance articles to your website
  • Schedule your custom content to be sent on specific dates

Reviews

  • Not Included
  • Not Included
  • Get online reviews across: Google My Business, Nextdoor & Facebook
  • Email templates asking for client reviews on your online business pages
  • Improve SEO: show up in more local searches
  • Schedule email blasts
  • Send an automated drip campaign
  • Staggered email sends so your reviews don’t show up all at once

Referrals

  • Not Included
  • Not Included
  • Get more referrals from current clients
  • Referral email templates targeted to businesses or individuals
  • Add custom offers or incentives to motivate more referrals
  • Schedule referral emails to be sent throughout the year to lists or individuals
  • Automated email drip campaign

Client Email

Max contacts: 1000
  • List segmentation: create multiple email lists for client and prospect groups
  • Campaign reporting: know who opened your emails!
  • Customizable accounting themed template options
  • Complete email list management, including opt-ins & opt-outs
  • Email personalization: dynamically add Client Name to email campaigns
  • Automated email campaigns: set your content on cruise control!
Max contacts: 2000
  • List segmentation: create multiple email lists for client and prospect groups
  • Campaign reporting: know who opened your emails!
  • Customizable accounting themed template options
  • Complete email list management, including opt-ins & opt-outs
  • Email personalization: dynamically add Client Name to email campaigns
  • Automated email campaigns: set your content on cruise control!
  • Create and send custom email blasts and newsletters
  • Schedule email blasts or use date driven technology
Max contacts: 5000
  • List segmentation: create multiple email lists for client and prospect groups
  • Campaign reporting: know who opened your emails!
  • Customizable accounting themed template options
  • Complete email list management, including opt-ins & opt-outs
  • Email personalization: dynamically add Client Name to email campaigns
  • Automated email campaigns: set your content on cruise control!
  • Create and send custom email blasts and newsletters
  • Schedule email blasts or use date driven technology

Social Media

  • Automated posting to social channels: Facebook, Twitter & LinkedIn
  • Fresh weekly content published to your social channels
  • Automated posting to social channels: Facebook, Twitter & LinkedIn
  • Fresh weekly content published to your social channels
  • Schedule posts from our 400+ article & TaxVid libraries
  • Automated posting to social channels: Facebook, Twitter & LinkedIn
  • Fresh weekly content published to your social channels
  • Schedule posts from our 400+ article & TaxVid libraries
  • FirmVid videos automatically post and play in Facebook newsfeed and Twitter timeline

Website Content

  • Publish content directly to your website with auto updates
  • Website sign-ups auto-added to your targeted lists
  • Lead Generation: Popup signup for your website content
  • All content designed to increase website traffic
  • All tools built to drive action, embedded lead magnets!
  • Publish content directly to your website with auto updates
  • Website sign-ups auto-added to your targeted lists
  • Lead Generation: Popup signup for your website content
  • All content designed to increase website traffic
  • All tools built to drive action, embedded lead magnets!
  • Publish content directly to your website with auto updates
  • Website sign-ups auto-added to your targeted lists
  • Lead Generation: Popup signup for your website content
  • All content designed to increase website traffic
  • All tools built to drive action, embedded lead magnets!

Starter

$39.95

billed monthly
1,000 Contacts

Pro

$69.95

billed monthly
2,000 Contacts

Expert

$149.95

billed monthly
5,000 Contacts

  •  

    Starter + Website

    $62.95

    billed monthly
    1,000 Contacts

    Everything in the Marketing Starter plan plus a website:
    Website
    • Unique designs for Accountants
    • Unlimited pages
    • Free domain name & up to 20 email addresses
    • Free HTTPS certificate
    • Secure file sharing portal: 1 GB storage
    • 50+ financial calculators
    • Accept online payments
    • Monthly newsletter blog
  •  

    Pro + Website

    $89.95

    billed monthly
    2,000 Contacts

    Everything in Starter + Website plus:
    • Up to 30 email addresses
    • 2 GB storage
  •  

    Expert + Website

    $169.95

    billed monthly
    5,000 Contacts

    Everything in Pro + Website plus:
    • Up to 30 email addresses
    • 2 GB storage

Compare Plans Starter Pro Expert

Client Newsletters

  • Monthly Client Update Newsletter
  • Monthly Client Update Newsletter
  • Monthly Client Update Newsletter
  • Monthly Business Newsletter
  • Monthly Tax Planning Insights Newsletter

  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website

Weekly Tax Tips

  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website
  • Automatically email, post to social media & publish the newsletters to your website

Video Marketing

  • 6 TaxVid videos
  • Firm branding: customize the videos with your firm name, logo & contact information
  • Embedded lead generator
  • Email, post to social media & publish the videos to your website
  • Lobby Kiosk: play videos in your waiting area
  • Automatic video updates
  • Entire library of TaxVid videos
  • Firm branding: customize the videos with your firm name, logo & contact information
  • Embedded lead generator
  • Email, post to social media & publish the videos to your website
  • Lobby Kiosk: play videos in your waiting area
  • Automatic video updates
  • Automatic new video releases
  • Entire library of TaxVid videos
  • Firm branding: customize the videos with your firm name, logo & contact information
  • Embedded lead generator
  • Email, post to social media & publish the videos to your website
  • Lobby Kiosk: play videos in your waiting area
  • Automatic video updates
  • Automatic new video releases

Video Marketing – FirmVid

  • Not Included
  • Not Included
  • 20+ FirmVid videos to advertise your firm
  • Automatically rotate a new FirmVid to feature each week
  • Videos auto post and play on Facebook and Twitter
  • Auto-email your featured FirmVid to your prospect list
  • Automatically play your featured FirmVid on your website

Custom Messages

  • Not Included
  • eCards
  • Birthday Cards
  • Holiday Cards
  • Appointment Reminders
  • Thank You Messages
  • Schedule to autosend your eCards on important dates
  • Create and send custom email blasts and newsletters
  • Send unlimited emails
  • eCards
  • Birthday Cards
  • Holiday Cards
  • Appointment Reminders
  • Thank You Messages
  • Schedule to autosend your eCards on important dates
  • Create and send custom email blasts and newsletters
  • Send unlimited emails

Article Library 400+ Article

  • Not Included
  • Schedule the articles to post on social media
  • Create a custom digital newsletter
  • Send one-off articles to clients & prospects
  • Post specific tax & finance articles to your website
  • Schedule your custom content to be sent on specific dates
  • Schedule the articles to post on social media
  • Create a custom digital newsletter
  • Send one-off articles to clients & prospects
  • Post specific tax & finance articles to your website
  • Schedule your custom content to be sent on specific dates

Reviews

  • Not Included
  • Not Included
  • Get online reviews across: Google My Business, Nextdoor & Facebook
  • Email templates asking for client reviews on your online business pages
  • Improve SEO: show up in more local searches
  • Schedule email blasts
  • Send an automated drip campaign
  • Staggered email sends so your reviews don’t show up all at once

Referrals

  • Not Included
  • Not Included
  • Get more referrals from current clients
  • Referral email templates targeted to businesses or individuals
  • Add custom offers or incentives to motivate more referrals
  • Schedule referral emails to be sent throughout the year to lists or individuals
  • Automated email drip campaign

Client Email

Max contacts: 1000
  • List segmentation: create multiple email lists for client and prospect groups
  • Campaign reporting: know who opened your emails!
  • Customizable accounting themed template options
  • Complete email list management, including opt-ins & opt-outs
  • Email personalization: dynamically add Client Name to email campaigns
  • Automated email campaigns: set your content on cruise control!
Max contacts: 2000
  • List segmentation: create multiple email lists for client and prospect groups
  • Campaign reporting: know who opened your emails!
  • Customizable accounting themed template options
  • Complete email list management, including opt-ins & opt-outs
  • Email personalization: dynamically add Client Name to email campaigns
  • Automated email campaigns: set your content on cruise control!
  • Create and send custom email blasts and newsletters
  • Schedule email blasts or use date driven technology
Max contacts: 5000
  • List segmentation: create multiple email lists for client and prospect groups
  • Campaign reporting: know who opened your emails!
  • Customizable accounting themed template options
  • Complete email list management, including opt-ins & opt-outs
  • Email personalization: dynamically add Client Name to email campaigns
  • Automated email campaigns: set your content on cruise control!
  • Create and send custom email blasts and newsletters
  • Schedule email blasts or use date driven technology

Social Media

  • Automated posting to social channels: Facebook, Twitter & LinkedIn
  • Fresh weekly content published to your social channels
  • Automated posting to social channels: Facebook, Twitter & LinkedIn
  • Fresh weekly content published to your social channels
  • Schedule posts from our 400+ article & TaxVid libraries
  • Automated posting to social channels: Facebook, Twitter & LinkedIn
  • Fresh weekly content published to your social channels
  • Schedule posts from our 400+ article & TaxVid libraries
  • FirmVid videos automatically post and play in Facebook newsfeed and Twitter timeline

Website Content

  • Publish content directly to your website with auto updates
  • Website sign-ups auto-added to your targeted lists
  • Lead Generation: Pop-up signup for your website content
  • All content designed to increase website traffic
  • All tools built to drive action, embedded lead magnets!
  • Publish content directly to your website with auto updates
  • Website sign-ups auto-added to your targeted lists
  • Lead Generation: Pop-up signup for your website content
  • All content designed to increase website traffic
  • All tools built to drive action, embedded lead magnets!
  • Publish content directly to your website with auto updates
  • Website sign-ups auto-added to your targeted lists
  • Lead Generation: Pop-up signup for your website content
  • All content designed to increase website traffic
  • All tools built to drive action, embedded lead magnets!

Starter + Website

$62.95

billed monthly
1,000 Contacts

Pro + Website

$89.95

billed monthly
2,000 Contacts

Expert + Website

$169.95

billed monthly
5,000 Contacts

No Contracts. Cancel Anytime.