Digital marketing for tax professionals

Promote your tax practice like a pro with our business management platform1

Email marketing for tax practice

The marketing platform for tax pros


Online appointment scheduling with automated reminders that save you time

Client management

Manage client communications, documents and scheduling from one place

Web presence

Capture more leads and share documents securely with clients

Digital marketing

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

See how it works


See how Marketing Pro can help you promote and manage your tax practice.

Digital advertising for tax professionals

NEW! Buy Marketing Pro now and pay during the tax season

Introducing Marketing Pro Advance Express (MAX)

Purchase Marketing Pro now and your annual subscription is paid during tax season.2

  • No up-front cost
  • No credit card required
Digital marketing for tax professionals

Tap the power of email marketing

Email marketing templates

Bring clients back at tax time and all year long with email marketing including a variety of TPG-designed templates to help you get a jump start on competitors.

Automate your marketing emails

Turn on happy birthday emails, scheduling reminders or any type of promotional email and let Marketing Pro work for you even when you aren't working.

Marketing for tax pros

Not just for tax time

Promote other products and services you offer and stay top-of-mind by engaging with clients all year long.

Track your success

Track client email opens and sends so you can see who is is interested in specific services you are offering.

Manage clients from anywhere

Marketing Pro doesn't just help you attract and retain clients. Our digital marketing platform gives you the tools you need to manage clients from anywhere.  Whether contactless or in-store, Marketing Pro has you covered.

Daily dashboard

Get a daily account overview including notifications when you have new appointments, messages from clients and more.

Create campaigns

Create and send email or SMS text message campaigns to your clients. Save time by using our pre-built campaigns.

Marketing for tax pros

Manage appointments

Manage your calendar and your team's calendar. Reschedule appointments and add new appointments.

Client management

Manage your client list, communicate with clients, see files clients have uploaded and more right from the app

Measure your success

Real time analytics

Eliminate the guesswork from your marketing. Measure your results, and identify which campaigns yield the most clients. With exclusive campaigns only available through Marketing Pro, you'll see just how effective good marketing is.


Track client engagement

Did clients see your email? Who's opening your promotional emails? Track client engagement and see who is reading what, as it happens.

Data driven marketing

Marketing Pro provides analytics, so you can make data informed decisions about your marketing. See who opened, viewed and clicked campaigns.

Email and SMS

Measure client engagement with email and SMS text message marketing and get insights into what matters most to your clients.

Digital marketing for tax professionals

Virtual client appointments

Have clients that are not ready to come back into your physical office due to the pandemic? Connect Marketing Pro with Zoom and you can meet with clients from anywhere.

View everything in one place

Track client activity

Marketing activity and historical client data are all curated in one place.

Change of plans?

Reschedule appointments or propose new times and clients are automatically updated by email or text.

Share documents securely

Documents shared securely with clients and documents clients shared securely with you are all found in one place.

Automated reminders

Automated reminders help reduce no-shows and save you time.

Email marketing for tax practice

Get an edge over competitors

Many tax professionals are struggling to implement a digital marketing strategy. Marketing Pro helps you get get an edge over competitors that aren't ready to adapt to a digital environment.


of tax pros run digital ads3



of tax pros use
email marketing3



of tax pros have a website3

Take a deeper dive


View our webinar recording, and see how Marketing Pro can help you manage and grow your tax practice.

Or watch a Marketing Pro demo

English | Spanish

Complete your marketing toolset

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.4

advertising for tax pros

Find the plan you need

Monthly prices displayed below



Business management platform with scheduling and client management



Complete marketing and business management platform with email and text message marketing



Complete marketing and business management platform with high capacity and premium support for a fast growing tax practice

Essentials Professional Growth
Website & Client Management
Team size Admin only Admin+1 Up to 10
Client retention management (CRM)
Client website
Secure client portal
Online scheduling & appointments
Secure document sharing
Real-time conversation
Marketing & Lead Generation
Online lead capturing widget
Automated campaigns
Email marketing campaigns
SMS marketing campaigns 500 1,000
2-way SMS text messaging
Online coupons
Packages & bundles
Email support
Chat support
Priority support
Customer Success Manager Online only Up to 3 sessions Full journey

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

4 Marketing materials available to tax professionals enrolled in our Standard Refund Transfer program. No Purchase Necessary.

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.