Digital marketing for tax professionals

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

marketing platform

The digital marketing & management platform

Book appointments
Client management
social media

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.*

Book appointments
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.

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.


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



Or schedule 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


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

  • Business management platform with scheduling and client management


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

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


$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
Online lead capturing widget
Email marketing campaigns
Online coupons
Automated campaigns
Email campaign recipients 1,000 2,500 5,000
Accept online payments
Record offline payments
Deposits collection
Invoice & estimate branding customization
SMS & email invoice payment reminder
Automated billing
Service packages
Business performance reports
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
Document e-signature
Email signature
Customer success onboarding + ongoing onboarding + ongoing

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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