Midsize Practices
Complex Client Communication … Simplified
Mid-size firms have more complex marketing needs. Need a client retention plan for a recently acquired firm's clients? Have different professionals with different communication needs? This is your plan.
"Now my marketing team has everything they need to strengthen the firm's client relationships."
The Diamond Plan
ROI-friendly accounting-specific digital marketing tools that augment the efforts of your in-house or outsourced marketing team.
Steady Stream
- Convert administrative hours into valuable tax-return hours by putting our suite of best-in-class marketing automations to work for you.
- Support every client as if they were your only client with timely communication that comes from YOU.
Supercharged Segmentation
- Retain and stay connected with all of your clients with automations that let you differentiate content sent to each unique customer list.
- Support client niches efficiently with custom messaging tools.
Trust-Building Tools
- Effortlessly reach your clients when and where they are looking for information with our strategic platform integrations (email, Facebook, X, Bluesky, Google, and more).
- Let your next best clients find you with our channel-optimized suite of marketing outreach tools.
Retain Clients And Grow Your Practice With Expert Digital Marketing Communication Tools
A steady stream of expert-written articles, videos, tips, and updates that turn your marketing team into an efficient powerhouse, putting your firm forth as the trust-worthy resource for your clients.
Only $149.95 a month, or add a website for only $20 more!
Not Ready For A Plan?
Choose from our single service features and add more as your firm grows. Just as it is with our plans, there are no set-up fees or contracts—you can cancel anytime.
View Single ServicesReady to automate your marketing?
Start your 30-day free trial today. Cancel anytime.