Digital marketing for tax professionals
Promote your tax practice like a pro with our business management platform1
The marketing platform for tax pros
Scheduling
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.
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
Marketing made easy
Marketing Pro gives you the digital tools you need to attract clients, including pre-built marketing content you've come to expect from TPG. Get ahead of tax professionals not prepared with a digital strategy with Marketing Pro.
Establish a web presence
Website
You could have a web presence today with a landing page to attract clients including everything they need to know about your tax practice.
Secure client portal
Your website includes a secure portal for exchanging documents with clients. Clients can upload documents securely to you and you can also share documents securely with clients.
Make it your own
Add content modules to make your website your own. Connect to your social accounts, let clients schedule appointments online or contact you, all through your website.
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.
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.
Text message marketing
The closest thing to can't-miss marketing
SMS Marketing
With average 98% open rates, SMS (text message) marketing campaigns are the easiest way to get clients back in your office at tax time and throughout the year.*
No design skills? No problem.
You don't need to be a graphic designer or marketer to send effective promotional text messages. Need help? We provide SMS templates you can use or edit to meet your needs.
Build loyalty and trust
Build loyalty and trust by engaging clients in conversation, with a marketing medium that's both widely used and effective.
Client-wide campaign
Deliver promotional messages to your entire client list at once instead of texting clients individually from your phone.
* Source: Gartner Digital Channel Survey
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.
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
Fill up your calendar
Clients can book appointments from Google or Facebook
Clients can book an appointment from your website, Facebook page, email or Google.*
Share calendars
Publish your calendar so clients can schedule an appointment with you online. Share calendars with your staff, so you can see who is available and when.
Sync with your calendar
When clients schedule an appointment online or you book an appointment, the appointment is added to your Outlook or Google calendar.
*Available with the free Google or Facebook integration.
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.
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.
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.
24%
of tax pros run digital ads3
20%
of tax pros use
email marketing3
32%
of tax pros have a website3
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
Find the plan you need
Monthly prices displayed below
Essentials
Business management platform with scheduling and client management
Professional
Complete marketing and business management platform with email and text message marketing
Growth
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 | |||
| Services | |||
| Knowledgebase | |||
| Email support | |||
| Chat support | |||
| Priority support | |||
| Customer Success Manager | Online only | Up to 3 sessions | Full journey |
Get started today
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.
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