Silver
Gold
Diamond
Discounts
Silver
Save 15% on Tax Folders, Envelopes, Forms & Much More at Tangible Values!
Gold
Save 15% on Tax Folders, Envelopes, Forms & Much More at Tangible Values!
Diamond
Save 15% on Tax Folders, Envelopes, Forms & Much More at Tangible Values!
Digital Client Newsletters
Silver
Client Update Newsletter
Automatically email, post to social media & publish digital newsletters to your website
Gold
Client Update Newsletter
Tax & Business Newsletter
Tax Planning Insights Newsletter
Automatically email, post to social media & publish digital newsletters to your website
Diamond
Client Update Newsletter
Tax & Business Newsletter
Tax Planning Insights Newsletter
Automatically email, post to social media & publish digital newsletters to your website
Weekly Tax Tips
Silver
Automatically email, post to social media & publish Weekly Tax Tips to your website
Gold
Automatically email, post to social media & publish Weekly Tax Tips to your website
Diamond
Automatically email, post to social media & publish Weekly Tax Tips to your website
TaxVid Videos
Silver
TaxVid videos
Embedded lead generator
Automatically email, post to social media & publish videos to your website
Bumpers: play facts & trivia between your videos in your waiting area
Automatic video updates
Automatic new video releases
Gold
TaxVid videos
Embedded lead generator
Automatically email, post to social media & publish videos to your website
Bumpers: play facts & trivia between your videos in your waiting area
Automatic video updates
Automatic new video releases
Diamond
TaxVid videos
Embedded lead generator
Automatically email, post to social media & publish videos to your website
Bumpers: play facts & trivia between your videos in your waiting area
Automatic video updates
Automatic new video releases
Unified Firm Image
Silver
Customize all emails and videos with your firm name, logo, colors, & contact information
Gold
Customize all emails and videos with your firm name, logo, colors, & contact information
Diamond
Customize all emails and videos with your firm name, logo, colors, & contact information
Client Email
Silver
List segmentation: create multiple email lists for client and prospect groups
Campaign reporting
Customizable accounting themed templates
Complete email list management, including opt-ins & opt-outs
Email personalization: dynamically add Client Name to email campaigns
Automated email campaigns
Gold
List segmentation: create multiple email lists for client and prospect groups
Campaign reporting
Customizable accounting themed templates
Complete email list management, including opt-ins & opt-outs
Email personalization: dynamically add Client Name to email campaigns
Automated email campaigns
Create and send custom email blasts and newsletters
Schedule email blasts or use date driven technology
Diamond
List segmentation: create multiple email lists for client and prospect groups
Campaign reporting
Customizable accounting themed templates
Complete email list management, including opt-ins & opt-outs
Email personalization: dynamically add Client Name to email campaigns
Automated email campaigns
Create and send custom email blasts and newsletters
Schedule email blasts or use date driven technology
Social Media
Silver
Automated posting to social channels: Facebook, X, Bluesky, & LinkedIn
Automated posting of Newsletters and Tax Tips to social channels
Schedule up to 3 months of TaxVid Videos to post automatically to your socials channels
Gold
Automated posting to social channels: Facebook, X, Bluesky, & LinkedIn
Automated posting of Newsletters and Tax Tips to social channels
Schedule up to 3 months of TaxVid Videos to post automatically to your socials channels
Schedule up to 3 months of automated social posts from our Client Resource Center with over 400 articles to choose from
Diamond
Automated posting to social channels: Facebook, X, Bluesky, & LinkedIn
Automated posting of Newsletters and Tax Tips to social channels
Schedule up to 3 months of TaxVid & FirmVid Videos to post automatically to your socials channels
Schedule up to 3 months of automated social posts from our Client Resource Center with over 400 articles to choose from
Website Content
Silver
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 content designed to increase website traffic
Embedded lead magnets to drive action
Content Hub that automatically brings together all of your subscriptions content
Website Widgets that automatically post select content
Gold
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 content designed to increase website traffic
Embedded lead magnets to drive action
Content Hub that automatically brings together all of your subscriptions content
Website Widgets that automatically post select content
Diamond
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 content designed to increase website traffic
Embedded lead magnets to drive action
Content Hub that automatically brings together all of your subscriptions content
Website Widgets that automatically post select content
Reminders & Celebrations
Silver
Not Included
Gold
Email Celebration eCards
Email Appointment eReminders
Email Thank You eNotes
AutoSend on important dates
Create and send custom email blasts and newsletters
Send unlimited emails
Diamond
Email Celebration eCards
Email Appointment eReminders
Email Thank You eNotes
AutoSend on important dates
Create and send custom email blasts and newsletters
Send unlimited emails
Article Library
Silver
Not Included
Gold
Schedule articles to post on social media
Create custom digital newsletters
Send one-off articles to clients and/or prospects
Post specific tax & finance articles to your website
Schedule custom content
Diamond
Schedule articles to post on social media
Create custom digital newsletters
Send one-off articles to clients and/or prospects
Post specific tax & finance articles to your website
Schedule custom content
Custom Virtual Meeting Background
Silver
Not Included
Gold
Professional tax and accounting themed virtual meeting backgrounds, customized with your firm name and logo — guaranteed to work with Zoom, Teams, and Google Meet.
Diamond
Professional tax and accounting themed virtual meeting backgrounds, customized with your firm name and logo — guaranteed to work with Zoom, Teams, and Google Meet.
Reviews & Referrals
Silver
Not Included
Gold
Not Included
Diamond
Get more referrals from current clients
Get online reviews across: Google My Business, Nextdoor & Facebook
Review email templates
Referral email templates
Show up in more local searches
Schedule email blasts
Send automated drip campaigns
Staggered email sends so your reviews don't show up all at once
Add custom offers or incentives to motivate more referrals
FirmVid Videos
Silver
Not Included
Gold
Not Included
Diamond
30+ FirmVid videos to advertise your firm
Automatically rotate FirmVids each week
Videos auto post and play on major social media platforms
Auto-email your featured FirmVid to your prospect list
Automatically play your featured FirmVid on your website
Back Office Solutions
Silver
Not Included
Gold
Not Included
Diamond
Encrypted emails, e-signatures, secure file exchange, invoicing, payment collection and more
WISP Builder
Silver
Not Included
Gold
Not Included
Diamond
Easily create an IRS-Required Written Information Security Plan with up to 2 collaborative users and unlimited acknowledgers
Consulting Service
Silver
Not Included
Gold
Not Included
Diamond
A dedicated account manager to help you get the most out of your plan
Ready to get started?
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