Promote your tax practice like a pro

Get pre-built marketing tools to manage and promote your tax practice

Marketing Pro

The marketing platform for tax pros

Now available from Santa Barbara TPG


Online appointment scheduling with automated reminders that save you time

Client Management

Manage client communications, documents and scheduling from one place


Capture more leads and share documents securely with clients

Digital marketing

Attract and retain more clients with email and SMS text message marketing

Complete your marketing toolset with Marketing Pro

Let TPG help you market like a pro

Activate TPG marketing with Marketing Pro and get access to pre-built premium digital content on a marketing platform integrated with our print and digital marketing materials. Everything works together to drive your growth.2

Amazon Promo

1 Source: Santa Barbara TPG Annual Survey of 1,970 independent tax
professionals, May 2020

2Marketing materials available to tax professionals enrolled in our Standard Refund Transfer program. No Purchase Necessary. Ends 4/15/21. Subject to Official Rules available at Open to legal permanent residents age 18+ in the 50 U.S., DC and PR. Void where prohibited.  Amazon and the Amazon logo are trademarks of Amazon. Restrictions apply. See

Apple, the Apple logo and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries.
App Store is a service mark of Apple Inc. Google Play is a trademark of Google LLC.

Separate fees apply for the Marketing Pro service.