Client Newsletters
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- Monthly Client Update Newsletter
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- Monthly Client Update Newsletter
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- Monthly Client Update Newsletter
- Monthly Business Newsletter
- Monthly Tax Planning Insights Newsletter
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- Automatically email, post to social media & publish the newsletters to your website
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- Automatically email, post to social media & publish the newsletters to your website
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- Automatically email, post to social media & publish the newsletters to your website
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Weekly Tax Tips
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- Automatically email, post to social media & publish the newsletters to your website
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- Automatically email, post to social media & publish the newsletters to your website
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- Automatically email, post to social media & publish the newsletters to your website
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Video Marketing
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- 4 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
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- 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
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- 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
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Video Marketing – FirmVid
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- 30+ 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
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Custom Messages
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- 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
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- 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
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Article Library 325+ Articles
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- 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
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- 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
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Reviews
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- 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
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Referrals
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- 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
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Client Email
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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!
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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
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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
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Social Media
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- Automated posting to social channels: Facebook, Twitter & LinkedIn
- Fresh weekly content published to your social channels
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- Automated posting to social channels: Facebook, Twitter & LinkedIn
- Fresh weekly content published to your social channels
- Schedule posts from our 325+ article & TaxVid libraries
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- Automated posting to social channels: Facebook, Twitter & LinkedIn
- Fresh weekly content published to your social channels
- Schedule posts from our 325+ article & TaxVid libraries
- FirmVid videos automatically post and play in Facebook newsfeed and Twitter timeline
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Website Content
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- 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!
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- 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!
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- 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!
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Starter
$39.95
billed monthly
1,000 Contacts
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Pro
$69.95
billed monthly
2,000 Contacts
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Expert
$149.95
billed monthly
5,000 Contacts
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