Marketing for tax professionals

More resources for growing your tax practice

What our partners receive

Enroll in our Standard Refund Transfer program and we'll set you up with tons of free marketing resources.
Printed ads
Digital ads
Spanish ads
Direct mail*
Online listing

* Available to returning clients with 100+ applied Refund Transfers.

Let TPG Advertise for you

Returning clients in our Standard Refund Transfer program enjoy exclusive access to FREE personalized advertising. TPG helps you retain clients with more free resources.
advertising for tax professionals

Personalized direct mail postcards

Opt-in by Dec. 15

Personalized postcards are addressed to clients with your contact information including a reminder to return to your office at tax time*

* Available to returning clients enrolled in our standard Refund Transfer program with 100+ applied Refund Transfers.

Free Premium Marketing Kit

Process at least 40 Refund Transfers and get upgraded to a premium marketing kit.†
Marketing for tax professionals

† Must opt-in to Fast Cash Advance program to receive Fast Cash Advance marketing kit.

Upgrade to Premium Marketing

High profile marketing materials also available for purchase

Outdoor banners

 

Attract taxpayers to your office with grommeted, vinyl banners
tax practice marketing
Marketing Pro

Grow with the marketing platform for tax pros1

Get pre-built marketing tools and content designed just for tax professionals and start promoting your tax practice like a pro.
Appointment

Text message & email notifications

SMS

Promotional email & text message templates

Website

Website landing page & secure client portal

CRM

Client management & online appointment scheduling

Get Marketing Pro info

Digital and Social Ads

Enroll with TPG and get access to a library of free videos and digital ads

Variety of content

Download a variety of promotional content

  • Refund Transfer

  • Fast Cash Advance

  • GO2bank™

  • Tax preparation

Designed for social

NEW! Video content now resized for multiple social media channels.

  • Youtube

  • Instagram

  • Facebook

  • TikTok

English videos

Spanish videos

It's easy to use our free digital content

ERO login

Login to the TPG website

After enrolling with TPG visit our Supplies page

downloading

Download free video content

Choose from dozens of free videos and digital ads

Create post

Upload to your social media page

Instructions are included with free video and digital ads

What people think

See how TPG marketing resources help our clients

 

Join TPG today

Get the resources you need to succeed

 

1 Separate fees apply for the Marketing Pro service.