Digital marketing for tax professionals
Promote your tax practice like a pro with our business management platform1
The digital marketing & management platform
Online appointment scheduling with automated reminders that save you time
Manage client communications, documents and scheduling from one place
Capture more leads and share documents securely with clients
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 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.
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.
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
|Website & Client Management|
|Team size||Admin only||Admin+1||Up to 10|
|Client retention management (CRM)|
|Secure client portal|
|Online scheduling & appointments|
|Secure document sharing|
|Marketing & Lead Generation|
|Online lead capturing widget|
|Email marketing campaigns|
|SMS marketing campaigns||500||1,000|
|2-way SMS text messaging|
|Packages & bundles|
|Customer Success Manager||Online only||Up to 3 sessions||Full journey|
Get started today
1 Separate fees apply for the Marketing Pro service.
2 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.
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.