Digital marketing for tax professionals

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

Digital advertising for tax professionals
Buy Marketing Pro now and pay during the tax season2
marketing platform

The digital marketing & management platform

Book appointments
Scheduling

Online appointment scheduling with automated reminders that save you time

Phone app
Client management

Manage client communications, documents and scheduling from one place

Website
Website

Capture more leads and share documents securely with clients

Digital ad
Digital marketing

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

See how it works

English

Spanish

Marketing Playbook logo

Need new ideas for growing your tax practice?

Get a free personalized marketing playbook

Tap the power of email marketing

NEW! Introducing Pro Campaign Editor3

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.

appointment-reminder
online-schedule
Schedule appointments online

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

Book appointments
Sync with your calendar

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

appointment-reminder
Automated reminders

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

secure-file-sharing
Share documents securely

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

shared-calendar-icon
Shared calendar

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

Client management
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.

analytics

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 advertising for tax professionals
Buy Marketing Pro now and pay during the tax season2

Find the plan you need

Starter

$26.67 /mo paid annually or $35/mo paid monthly

  • Business management platform with scheduling and client management

Booster

$46.67 /mo paid annually or $55/mo paid monthly

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

Producer

$66.67 /mo paid annually or $75/mo paid monthly

  • Complete marketing and business management platform with high capacity and premium support for a fast growing tax practice
Starter Booster Producer
CRM (Client Relationship Management)
Client management
Secure client portal
Client card and custom fields
Custom forms
Document storage 20GB 50GB 100GB
Monthly SMS credits 100 350 500
Marketing
Online lead capturing widget
Email marketing campaigns
Online coupons
Automated campaigns
Email campaign recipients 1,000 2,500 5,000
Payments
Accept online payments
Record offline payments
Invoices
Deposits collection
Invoice & estimate branding customization
SMS & email invoice payment reminder
Estimates
Automated billing
Service packages
Business performance reports
Scheduling
Multiple staff members $15 per staff $15 per staff
Collaboration & assignment
Roles & permissions
Additional Apps & Integrations
Reserve with Facebook & Instagram
Reserve with Google
Payment processing
Google Analytics
QuickBooks
Zoom
Zapier
Document e-signature
Email signature
Support
Customer success onboarding + ongoing onboarding + ongoing

1 Separate fees apply for the Marketing Pro service. Santa Barbara Tax Products Group and Green Dot Corporation cannot and do not guarantee your ability to obtain specific results in connection with our products and services.

2 To qualify for Marketing Pro Advance Express you must be enrolled with Santa Barbara Tax Products Group, 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 Separate fees apply for Website Builder Pro app integration.

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