marketing for tax pros

Does your business need a boost?

January 10, 2023

Learn from a Marketing Pro expert

Live Webinar

January 18

9am PT | Noon ET

Have questions about the Marketing Pro digital marketing and business management platform? Our upcoming webinar will be packed full of tips and insights on how to maximize your tax season with Marketing Pro.1

  • See how easy it is to upgrade your marketing with Marketing Pro MAX2
  • Connect CPACharge with Marketing Pro to accept online payments
  • Build an online presence and see how it complements your site
  • Use the email and SMS platform to convert leads into paying customers quicker
  • Fill up your calendar using the built-in scheduling system
  • Automate your calendar in ways that go beyond a standard Outlook calendar

Watch a recording of the webinar

Tax practice marketing

1 Separate fees apply for the Marketing Pro service.
2 To qualify for Marketing Pro Advance Express you must be enrolled with Santa Barbara TPG, and have 1 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season.