Understanding Practice Panda’s Services
Our content works on any website, so you get to choose which website to use.
If you do not have or want a website, we offer one-page websites that pop up to show the content when someone clicks on the email or social media post. The one-page site will show all your Branding, i.e., logo, social links, contact info, etc.
Each piece of content has its own embed code so if you change websites, you just have to add the code to the new website, and be sure it’s removed from your old one, and our Account Managers can walk you through that if you need help.
All our Newsletters and Tax Tips post automatically because that’s the “what’s happening in the world today” stuff, so it’s on a set publishing schedule. It auto posts to your website social media and emails out when published. Our other content, i.e., Videos and Articles, can also be set up to auto post or email anytime you like.
Easy, just export your list from whatever system you have them stored in and save as a .csv Xcel file on your computer, then just upload that list into our platform. You can build different lists to target specific people with specific pieces of content.
No, you add it to your website one time and every time we publish the content just automatically refreshes on your website.
Great! You can schedule live calls, email, or use our Help Center right from the home page of your dashboard.
Yes, you go through a 45-minute Orientation call with one of our Account Managers to walk you through getting everything set up.
No, it’s pure month to month billing which gives you the flexibility to decide what you need when you need it. Turn it on when you need it and turn it off when you don’t.
No, it’s pure month to month billing which gives you the flexibility to decide what you need when you need it. Turn it on when you need it and turn it off when you don’t.
The predesigned templates are already set up, so you just have to customize them the way you’d like.
Yes, there’s a filter to search specific colors or terms, i.e., CPA, EA, etc., so you can find what you’re looking for, but if you find a template you like but it doesn’t match your color scheme then we can change the color scheme for a one-time charge.
Yes
Unlimited with no extra cost for additional pages.
Yes, but we also allow you to integrate any Client Portal, or other service like PayPal, Calendly, etc. that you would like if you have the embed code from the company you have that service with.
Yes, we’ve created all our templates with SEO in mind and can help you improve the SEO score of your website with automated content like Newsletters, Tax Tips, Videos, etc. from the Mostad Marketing Cloud.
Yes
We can provide email addresses tied to your Domain if we are the host of it. We provide a free Domain with your membership but if you have an existing one, you’ll have to have the Domain Host provide you with email addresses, otherwise, they can “release” the Domain to you so we can become the host and then we can provide the email addresses.
Local SEO helps accountants get found by nearby clients searching for services like “CPA near me,” making it one of the most cost-effective ways to generate leads. By optimizing your Google Business Profile, using location-based keywords, building local backlinks, and having a clear, professional website, you can stand out as the go-to firm in your community.
Learn more:
How Accountants Get Found Online Using Local SEO Tactics
Marketing automation helps tax firms deliver timely updates, personalized reminders, and ongoing communication without extra manual work, especially as tax laws grow more complex. By automating repetitive tasks, you can save time, reduce burnout, and provide a more consistent, human-centered client experience year-round.
Learn more:
Why Fresh Content Builds Your Tax Firm’s Credibility
Fresh, human-written content shows clients that you’re up to date on changing tax laws, actively engaged, and invested in providing value. It also improves your website’s user experience, boosts search rankings, and builds trust before a client ever contacts you.
Learn more:
The Basic Guide to Digital Marketing for Small Tax Firms
Small tax firms can grow online by setting clear goals, maintaining a modern website, and using consistent content and video marketing to attract and educate clients. By leveraging automation tools, they can save time, stay visible, and focus more on client work while still building a strong digital presence.
Learn more:
The Basic Guide to Digital Marketing for Small Tax Firms
Tax professionals must be extremely cautious with AI tools like Google Gemini, as using them with client emails or sensitive data can violate Circular 230 and FTC Safeguards Rules. While some AI tools can be used safely for research, professionals are ultimately responsible for protecting client data and ensuring all advice is accurate and compliant.
Learn more:
Google Gemini AI is a Big ‘NO’ in the Tax and Accounting Industry According to Circ 230
Tax firms can prepare clients by using clear communication, sending appointment and payment reminders, and sharing helpful educational content in advance. Following up after appointments and automating these steps ensures a smoother tax season while improving client satisfaction and efficiency.
Learn more:
Your Checklist to Prep Clients for Tax Season: 4 Essential Steps
Effective client communication means speaking in clear, personalized, and proactive ways that focus on how tax changes impact the client, not just the technical details. Avoid inconsistent outreach or overly robotic messaging, and instead build trust through regular, human-centered communication that encourages long-term relationships and referrals.
Learn more:
Do’s and Don’ts of Client Communication as a Tax Professional
Yes, Facebook remains a powerful platform for reaching high-value clients, building trust through reviews, and generating referrals through shared content. By posting consistently and maintaining a professional, active presence, tax firms can stay top-of-mind and attract new business without significant time investment.
Learn more:
Facebook for Tax & Accounting Firms in 2026
Firms can stand out by clearly communicating their year-round value, showcasing expertise on complex OBBBA provisions, and staying consistently visible across multiple client channels. Leveraging tools like automated content and proactive tax insights helps position your firm as a trusted advisor rather than just a seasonal service.
Learn more:
The Need to Educate Your Tax Clients has Never Been Greater Than in 2026
Strong client retention comes from building consistent, year-round relationships through clear communication, helpful education, and proactive engagement rather than one-time transactional service. By staying in touch regularly, personalizing interactions, and making it easy for clients to refer and provide feedback, firms can strengthen trust and keep clients loyal over time.
Learn more:
Essential Client Retention Marketing Strategies for Accountants that Actually Keep Clients Engaged
Tax professionals can generate more referrals by consistently providing valuable, easy-to-share content that keeps clients engaged and confident in their services. When clients can easily forward newsletters, videos, or website resources, they naturally introduce your firm to their network and help bring in new trusted leads.
Learn more:
Gaining Clients Through Referrals: A Guide for Tax Professionals
Tax firms can quickly grow their client base using simple tools like social media platforms, referral email systems, and video marketing to stay visible and build trust. These technologies help firms consistently share valuable content, generate referrals, and reach new clients without requiring complex or time-consuming systems.
Learn more:
3 Simple Technologies to Grow Your Tax Firm in 2026
Yes, a website is essential for tax firms in 2026 because it acts as your digital storefront, helps clients find and trust you, and improves your visibility in search engines. A strong website also supports client communication, education, and conversion by showcasing your services, resources, and expertise in one central place.
Learn more:
Do I Really Need a Website? The Answer for Tax Firms
CPA firms can quickly improve tax season marketing by automating content, optimizing email campaigns, using video to engage clients, and actively collecting online reviews. These strategies help firms stay visible, build trust, and attract more clients while saving time during busy season.
Learn more:
4 Fast Ways to Optimize CPA Marketing for Tax Season Success
CPAs and tax firms can generate last-minute leads by leveraging client referrals, activating their professional network, and running targeted social media promotions like boosted posts. These fast, high-impact strategies help firms quickly reach motivated prospects who are actively searching for tax help during peak season.
Learn more:
How to Drive Last-Minute Leads for Tax Season: 3 Urgent CPA Marketing Tips
Tax firms should ask for referrals directly, confidently, and with a clear explanation of why they’re growing their practice, while thanking clients for their support. Following up professionally and making it easy for clients to introduce you helps turn strong client relationships into consistent new business growth.
Learn more:
How to Effectively Ask for Referrals to Grow Your Firm
Accountants can generate more leads by defining their ideal client, building a strong online presence, consistently sharing valuable content, and positioning themselves as trusted experts through educational resources. Staying active and visible year-round helps attract the right clients and keeps your firm top-of-mind when people need accounting services.
Learn more:
Top 4 Accountant Marketing Strategies to Generate Leads
Tax firms can stay relevant year-round by shifting from a seasonal tax preparer mindset to a trusted advisor role that offers ongoing planning, communication, and support. By consistently sharing valuable insights, using automation tools, and maintaining regular client touchpoints, firms build stronger relationships, improve retention, and create more stable long-term revenue.
Learn more:
Year-Round Tax Firm Marketing: Become a Trusted Advisor
Clients look for a strong online presence with positive reviews, clear qualifications and experience, and transparent pricing when choosing a tax preparer. Trust, credibility, and easy access to information all help reassure clients that they are working with a reliable and professional advisor.
Learn more:
3 Qualities of a Tax Preparer Clients Look For in 2025
Digital marketing helps accountants become year-round advisors, generate more client interest, save time through proactive communication, and make tax season smoother by keeping clients better prepared. It also builds trust and authority, positioning your firm as a go-to source for tax information that drives both referrals and long-term growth.
Learn more:
5 Proven Outcomes for Accountants with Digital Marketing
Yes, LinkedIn is a valuable marketing platform for accountants because it helps build credibility, connect with prospects, and share professional insights. Using both a personal profile and a business page allows firms to expand their network while consistently promoting expertise and firm updates.
Learn more:
LinkedIn Marketing for Accountants: Your Questions Answered
Tax firms should track client retention rate, the percentage of revenue from returning clients, and the value of their highest-value clients to understand long-term profitability. Monitoring these metrics helps firms focus on strengthening relationships with existing clients, which often drives more sustainable growth than acquiring new clients alone.
Learn more:
Why Clients Leave: 3 Client Retention Questions Your Tax Firm Must Answer
Accounting firms can stand out by creating a strong first impression, delivering consistently positive client interactions, and actively gathering feedback to improve the client experience. Turning client challenges into opportunities for improvement helps build a stronger reputation and a more memorable, trust-driven service.
Learn more:
How to Differentiate Your Accounting Firm: 4 Marketing Tips to Stand Out
Accounting firms can get clients from Nextdoor by creating and optimizing a business page, staying active in their local community, and encouraging satisfied clients to leave recommendations. Consistent engagement and positive reviews help build trust and make it easier for nearby prospects to choose your firm when they need tax or accounting services.
Learn more:
How Accounting Firms Get Clients on Nextdoor
Accounting firms can use Facebook marketing to increase visibility, build trust through client reviews, and stay connected with current and potential clients year-round. By sharing consistent updates, educational content, and firm announcements, they can generate more leads and strengthen client relationships while maintaining a strong online presence.
Learn more:
Facebook Marketing Tips to Grow Your Accounting Firm
A tax firm may need a digital marketing update if its website looks outdated, it isn’t ranking in local search results, or its social media presence appears inactive or unprofessional. These issues can reduce credibility, limit visibility, and cause potential clients to choose competitors instead.
Learn more:
3 Signs Your Tax Firm Needs a Digital Marketing Facelift
Community service helps tax and accounting firms grow by increasing brand visibility, strengthening relationships with clients, and positioning the firm as a trusted community leader. Volunteering and charitable involvement also create opportunities for networking, referrals, and positive brand associations that can lead to long-term business growth.
Learn more:
How Community Service Helps Your Tax & Accounting Firm Grow
Fresh content helps tax firms improve online visibility, boost search rankings, and build authority with both clients and search engines. Regular updates like blogs, tax tips, and announcements keep your audience engaged and make it easier for potential clients to find and trust your firm.
Learn more:
Why Fresh Content is Vital for Your Tax Firm’s Marketing
Video marketing is essential because it helps tax and accounting firms simplify complex topics, build trust with potential clients, and increase overall brand visibility. It also boosts engagement and referrals on social media while improving conversions and helping firms stand out in a competitive digital landscape.
Learn more:
Why Video Marketing is Essential for Your Tax & Accounting Firm
