Practice Pandaby Mostad Marketing Cloud

Client Communication For Accountants & Tax Pros

One convenient online platform for client marketing & retention to keep your clients engaged throughout the year.

Automatically email, post to social media, and publishtimely, relevant content to your website

Digital Client Communication

It’s Hassle-Free
Get set up assistance and ongoing help with our live support team.
It’s Automated
Save time with automatic emails, social media posts, etc.
It’s Engaging
Continually entice new and current clients to connect with you.
It’s Affordable
Grow your business while staying within your budget.
Digital client communication tools including email newsletters, social media posts, and automated marketing for tax and accounting professionals

Client Content That Works

Automatically communicate tax and accounting information with all your clients at one time.

Weekly Tax Tips
Automatically share important tax saving ideas and news every week. Use these bite-sized tips to advise your clients and put more appointments on your calendar.
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Digital Newsletters
Three E-Newsletters developed for your diverse client base. Tax saving tips and advice for the entire family; high net worth individuals; or business owners and executives.
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Articles & Messages
Share over 400 Tax Articles with a wide array of topics to answer client questions, plus custom client messages, appointment reminders, and digital greetings.
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Video Platforms
Automatically share easy to understand content with two video platforms that educate or promote, personalized with your logo, company info, and brand colors.
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Engaged Clients are more likely to be repeat customers

TaxVid Videos are just one of the ways to engage your clients by sharing thoughtful, relevant videos produced to educate your clients & prospects.

TaxVid video library preview - professional tax education videos branded for your firm to engage clients year-round
Browse TaxVid Videos

What Our Customers Are Saying

Valued, Relevant Content
“The content is relevant and valued by customers. It is common for customers to call me when a topic appears that gets their attention. This is my opportunity to strengthen and deepen our relationship. I have an executive board comprised of five financial planners. I recently showed them the content and they were so impressed that two of them immediately subscribed.”
Ben C.
CPA
Wowing Clients
“You guys take care of everything for me! The content is phenomenal, monthly reporting (statistics) is very good, and the graphics are really nice. We get a lot of great responses from our clients like ‘Wow! This is really great!’”
Dominick Z.
Accountant
Retain, Acquire, & Reactivate
“I’ve been using Practice Panda for the past few years and am utilizing the website, newsletters, tax tips, social media posts and tax videos. I continue to get excellent feedback from my clients and consider this offering a great way to retain existing clients and attract new clients. It’s a great way to keep clients informed in an informative and professional manner.”
Randy K.
Tax Professional

Numbers Don’t Lie

Join thousands of tax preparers who have upped their digital marketing game with Practice Panda.

8.3M
Video Views
175M
Emails Sent!
Over 7,000 Expert-Written
& Reviewed Articles

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