Digital marketing for tax professionals

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

marketing platform

The digital marketing & management platform


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

See how it works



Tap the power of email marketing

NEW! Introducing Pro Campaign Editor2

70+ email templates

Bring clients back at tax time and all year long with 70+ email templates that give you a jump on competitors.

Automate your emails

From appointment reminders to refer-a-friend emails, 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.

Manage everything from one place

Marketing Pro is a business management platform with the tools you need to manage clients from anywhere.

Schedule appointments online

Clients can schedule or reschedule an appointment from your website, Google and more.*

Sync with your calendar

Appointments scheduled online automatically sync with your Outlook or Google calendar.

Automated reminders

Automated appointment reminders to clients reduce no-shows and save time.

Share documents securely

2-way secure file sharing archives documents securely in your client's record.

Shared calendar

Share calendars with your staff, so you can see who is available and when.

Track client activity

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

*Available with the free Google integration.

Measure your success

Real time analytics

Eliminate the guesswork from your marketing. Measure your results, and identify which campaigns yield the most clients.


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.

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

Digital advertising for tax professionals
Buy Marketing Pro now and pay during the tax season3

Find the plan you need

Cost-per-month 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

Get started today

1 Separate fees apply for the Marketing Pro service.

Separate fees apply for Website Builder Pro app integration.

3 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.

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