Grow Engagement With Tax Articles & Custom Messages
Secure your status as the go-to tax expert with over 400 business and individual tax related articles. Plus, digital appointment reminders, thank you’s, and celebration & holiday cards to engage throughout the year.
Engage Clients With Timely Content & Custom Messages
Share tax articles, appointment reminders, thank you notes, and celebration cards to stay connected.
Available in Gold and Diamond plans.
It's easy to get started. There are no contracts. Cancel anytime. We provide the Marketing Resource Center tools to help you connect with clients throughout the year. And better still, clients love them!
Support Your Clients
Decode all of the tax jargon with sharp, thoughtful and relevant tax related articles.
Reduce No-Shows
Keep your appointments on track with customized, date-driven reminders.
Show You Care
Stay top-of-mind with scheduled thank you notes, and anniversary, birthday, or holiday cards.
Reminders & Celebrations
Expertly built templates deliver messages quickly and meaningfully, like birthday, anniversary, and holiday cards, appointment reminders.
Schedule & Send Timely Reminders
Remind your clients of key dates, deadlines or meetings with a tailored message that matches your firm’s look.
Digital Thank You’s to Make Each Interaction Meaningful
Show your appreciation and keep your firm top of mind with thank you notes for appointments, referrals and more.
Digital Cards for Celebrations & Holidays, or Just Because
Connect when it matters most with thoughtful templates for birthdays, graduations, holidays and other big events.
Unlimited Client Emails
Drive leads with our automated email campaigns. Automated email campaigns help drive leads and potential clients to your business. With customizable options, you can target specific audiences, ensuring the right message reaches the right people at the right time.
Branded Email Templates
Leverage our pre-built email templates to target the clients and outcomes your firm wants. We offer professionally written templates for client referrals, reviews, e-greetings, appointment reminders and more.
Auto-Email
Automatically email your email messages and client content across multiple client email lists. We make it easy to schedule and send targeted custom email campaigns for your practice.
Campaign Reports
Find out who opens your emails with our in-depth campaign reports. These insights help you see which of your emails are working—and which need to be tweaked.
Tax & Accounting Articles
Delivering fresh, well-written content that your audience values will help your firm support clients, while keeping your firm top of mind. Explore the tax and accounting articles available.
This Year In Taxes
Covers important updates across the current tax year, including key tax amounts and yearly income phaseout levels.
Individual Tax
Articles for individual tax clients, including content on deductions, non-taxable income and more.
Your Money
Includes info on financial basics and decision-making, including rental real estate, credit reports and the time value of money.
Fraud
Includes insights and advice on avoiding identity theft and other forms of fraud.
For Your Business
Articles on tax challenges and opportunities for business clients, including financing growth, bank loans and partnership decisions.
The Basics: FAQs
Explores frequently asked questions on basic financial concepts and tax terms, including investing, retirement and bartering.
Planning
Articles on financial planning for clients, including content on retirement, AGI, early withdrawal penalties and more.
In The News
Recaps newsworthy updates and events in the world of tax and accounting, including shifts in tax legislation and new tax-saving opportunities.
The Audit
Covers basic advice on navigating the various causes and types of IRS audits.
Automatically email, post to social media, and publish
timely, relevant content to your website
Driving Stronger Relationships for Your Tax & Accounting Firm
Our customizable greeting templates make it easy to stay in touch with your audience—and stay in front of your client throughout the year. Use our templates to reach out during important moments and build stronger connections with your audience.
When a client or key connection receives a message from your practice, it’s important that it looks and feels on-brand. That’s why we offer templates across a wide range of styles, including simple, colorful and seasonal aesthetics.
Custom messages on our platform take moments to make: just choose a style, plug your content in and specify which recipients you want to reach. You can also preview each message before you send it off to make sure it complements your practice and its unique look.
Engage More with Helpful Tax Articles
High-quality content helps your tax and accounting firm grow online—and deliver greater value to current clients. But it’s tough to focus on writing articles when you’re swamped with client work. That’s where Practice Panda can help. Our platform includes a constantly growing library of articles—written and reviewed by experienced CPAs. We take all the heavy lifting out of your marketing by writing and publishing content for you, so you can stay focused on billable hours and helping your clients.
Our article library features over 400 pieces on business tax, individual tax, financial planning and more. You have complete control over which articles get published—and can even email them to specific clients instead of your entire client list. We also make it easy to share these articles across your social media accounts with automated posts.
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