Big Beautiful Bill (OBBBA) Has Passed!

Simplify Your Client Communications Today.

With topics like OBBBA, timely communication with your clients is very important. Between demanding tax seasons and simply operating your business, we know you struggle with consistent client communication and retention.

Thankfully, Practice Panda understands your unique hurdles, offering you affordable, automated client communication services designed for accounting and tax professionals like you.

Practice Panda | OBBBA Client Communications (GA Landing 4)

Send Expert-Driven Content, Automatically.

Thankfully, you can affordably and automatically keep your clients informed on tax tips, law changes, and more! Our industry experts provide engaging and accurate content your clients will appreciate.

Want to see the Practice Panda tools in action?

Book a demo to discover what you can do for your business.

YES, I WOULD LIKE A DEMO

REVIEW ALL PLANS & PRICING

Detailed Comparison

Automatic Client Communication Solution

Save time & money on improving your client relationships starting at only $54.95/mo!

or $74.95/mo. with a customizable website

SEE ALL PLANS

FAQ

All packages include Your Branding on all your client emails, your website & social media posts!

WHY PRACTICE PANDA?

What’s included with the Silver Plan?

The Practice Panda Silver Plan is the easiest and most affordable way to solve your consistent client communication problem. Automatically send expert-driven Weekly Tax Tips, TaxVid videos, and more!

What You Get – Silver Plan

Managed Contacts
Up to 1000 contacts managed
Client Update Newsletter
Automatically send out a monthly client update newsletter with relevant information written by experts
TaxVid Videos
4 TaxVid videos to email, post to social media, or publish on your website.
Lobby Bumper Video Display Service
Custom Branding
Automatic Firm-Branded Correspondence in your emails and website & social media posts
Expert Support
Expert assistance (M-F 8am-5pm CT)
Discounts
Save on W-2’s, 1099’s, tax return folders, stationery, marketing materials, and more

Easy Start. Easy Exit.

Free Demo
Let us show you how it works and why it is important – for free!
Month-to-Month Agreement
We know you will be happy, but we understand when things change.

Retention Is Key

Retain Clients Affordably
Finding new clients is not only difficult, it can be expensive too.
Get Client Referrals
Happy clients refer your future clients. Build your brand loyalty.

Start strengthening your client relationships in minutes.

Website

Accounting & Tax Templates: Templates specifically designed for your industry
Website Contact Form: Allow clients to easily contact you, and view your location on a map
Free HTTPS Security: Protect your website with HTTPS/SSL Additional Website Pages Create unlimited new pages to further describe your firm
Online Payments Page: Accept payments directly from clients on your website

Compare Plans

Features

Silver

Gold

Platinum

Diamond

Client Newsletters

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Client Newsletters

Automatically email, post to social media & publish the newsletters to your website

Monthly Client Update Newsletters

Monthly Business Newletter

Monthly Tax Planning Insights Newsletter

Video Marketing

TaxVid videos

Four TaxVid video

Entire library of TaxVid videos

Firm branding: customize the videos with your firm name, logo & contact information

Embedded lead generator

Email, post to social media & publish the videos to your website

Lobby Kiosk: play videos in your waiting area

Automatic video updates

Automatic new video releases

FirmVid

30+ FirmVid videos to advertise your firm

Automatically rotate a new FirmVid to feature each week

Videos auto post and play on social media

Automatically play your featured FirmVid on your website

Custom Messages

eCards

Birthday Cards

Holiday Cards

Appointment Reminders

Thank You Messages

Schedule to auto-send your eCards on important dates

Create and send custom email blasts and newsletters

Send unlimited emails

Article Library

400+ Articles

Schedule the articles to post on social media

Create a custom digital newsletter

Send one-off articles to clients & prospects

Post specific tax & finance articles to your website

Schedule your custom content to be sent on specific dates

Reviews

Get online reviews across: Google My Business, Nextdoor & Facebook

Email templates asking for client reviews on your online business pages

Improve SEO: show up in more local searches

Schedule email blasts

Send an automated drip campaign

Staggered email sends so your reviews don’t show up all at once

Referrals

Get more referrals from current clients

Referral email templates targeted to businesses or individuals

Add custom offers or incentives to motivate more referrals

Schedule referral emails to be sent throughout the year to lists or individuals

Automated email drip campaign

Client Email

Max contacts

1000

2000

3000

5000

List segmentation: create multiple email lists for client and prospect groups

Campaign reporting: know who opened your emails!

Customizable accounting-themed template options

Complete email list management, including opt-ins & opt-outs

Email personalization: dynamically add Client Name to email campaigns

Automated email campaigns: set your content on cruise control!

Create and send custom email blasts and newsletters

Schedule email blasts or use date driven technology

Social Media

Automated posting to social media channels

Fresh weekly content published to your social channels

Schedule posts from our 400+ article & TaxVid libraries

FirmVid videos: automatically post and play in Facebook newsfeed and Twitter timeline

Website Content

Publish content directly to your website with auto-updates

Website sign-ups auto-added to your targeted lists

Lead Generation: Popup signup for your website content

All tools built to drive action, embedded lead magnets!

Consulting service M-F 8am-5pm CST

Plus 15% off tax & accounting products at Tangible Values with priority shipping

Alright, Not Sure Yet?

Discover what Practice Panda can do for your business!

Book a demo

Big Beautiful Bill (OBBBA) Has Passed!

Simplify Your Client Communications Today.

Send Expert-Driven Content, Automatically.

Thankfully, you can affordably and automatically keep your clients informed on tax tips, law changes, and more! Our industry experts provide engaging and accurate content your clients will appreciate.

Want to see the Practice Panda tools in action?

Book a demo to discover what you can do for your business.

Features

Silver

Gold

Platinum

Diamond

Client Newsletters

Video Services

FirmVid

Custom Messages

Article Library

Reviews

Referrals

Client Email

Social Media

Website Content

Automatic Client Communication Solution

Save time & money on improving your client relationships starting at only $54.95/mo!

What’s included with the Silver Plan?

What You Get – Silver Plan

Easy Start. Easy Exit.

Retention Is Key

Website

Compare Plans

Features

Silver

Gold

Platinum

Diamond

Client Newsletters

Client Newsletters

Video Marketing

FirmVid

Custom Messages

Article Library

Reviews

Referrals

Client Email

Social Media

Website Content

Alright, Not Sure Yet?

Discover what Practice Panda can do for your business!

Product

Support

Partners

Company