PRICING
Choose a Convenient Plan that Fits Your Firm's Needs
Pick the plan that fits the needs of your firm today to keep your clients engaged year round, and stay in step with the goals of your firm, all in one convenient online platform.
StandardWith Website
For New or Solo Practices
Silver
$59.95
Monthly
Up to 1,000 contacts
Tax Planning Insights Newsletter
Tax & Business Newsletter
Marketing Resource Center
Custom Virtual Meeting Background*
FirmVid Promo Videos
Reviews & Referrals
Back Office Solutions*
WISP Builder™ Basic*
Consulting Service
Most Popular
For Solo or Small Practices
Gold
$79.95
Monthly
Up to 3,000 contacts
FirmVid Promo Videos
Reviews & Referrals
Back Office Solutions*
WISP Builder™ Basic*
Consulting Service
For MidSize Practices
Diamond
$149.95
Monthly
Up to 5,000 contacts
* Custom Virtual Meeting Background, Back Office Solutions, & WISP Builder are unavailable during the trial period.
Zero Risk – Cancel Anytime
All plans include automatic firm-branded correspondence!
There are no set-up fees or contracts—you can cancel anytime.
| websites
Add a professional website to any plan for only $20!
or $39.95/mo. without a plan
Choose from a variety of themes and make your online presence shine! As with all our plans, there are no set-up fees or contracts, and you can cancel at any time.
What's included with your professional website
Get more out of your plan with a professional website. Automatically push Weekly Tax Tips, TaxVid videos, and so much more right to your website making it a destination for current and prospective clients.
Full-Service Website
- Accounting & Tax Themes
Themes 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
Enhance your online presence – add more web pages to suit your needs - Online Payments
Accept payments directly from clients on your website - Monthly Website Newsletters
Pre-written personal finance content added to your website every month - 50+ Financial Calculators
Tools for you or your clients to answer common financial questions
Custom Domain & Email
- Free Domain Name
Custom domain for your firm, we pay all the yearly fees - Email Addresses
Branded email addresses at your custom domain
Plus!
- Support
Expert assistance (M-F 8am-5pm CST) - Discounts
Save on W-2's, 1099's, tax return folders, stationery, marketing materials, and more
Order now and activate a theme in minutes!
Order NowCompare Plans
Silver
Gold
Diamond
Client Newsletters
Silver
Client Update Newsletter
Automatically email, post to social media & publish the newsletters to your website
Unified Firm Image: customize the newsletters with your firm name, logo & contact information
Gold
Client Update Newsletter
Tax & Business Newsletter
Tax Planning Insights Newsletter
Automatically email, post to social media & publish the newsletters to your website
Unified Firm Image: customize the newsletters with your firm name, logo & contact information
Diamond
Client Update Newsletter
Tax & Business Newsletter
Tax Planning Insights Newsletter
Automatically email, post to social media & publish the newsletters to your website
Unified Firm Image: customize the newsletters with your firm name, logo & contact information
Weekly Tax Tips
Silver
Automatically email, post to social media & publish the newsletters to your website
Gold
Automatically email, post to social media & publish the newsletters to your website
Diamond
Automatically email, post to social media & publish the newsletters to your website
TaxVid Videos
Silver
TaxVid videos
Unified Firm Image: customize the videos with your firm name, logo & contact information
Embedded lead generator
Email, post to social media & publish the 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
Unified Firm Image: customize the videos with your firm name, logo & contact information
Embedded lead generator
Email, post to social media & publish the 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
Unified Firm Image: customize the videos with your firm name, logo & contact information
Embedded lead generator
Email, post to social media & publish the videos to your website
Bumpers: play facts & trivia between your videos in your waiting area
Automatic video updates
Automatic new video releases
Client Email
Silver
List segmentation: create multiple email lists for client and prospect groups
Campaign reporting: know who opened your emails!
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: set your content on cruise control!
Gold
List segmentation: create multiple email lists for client and prospect groups
Campaign reporting: know who opened your emails!
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: set your content on cruise control!
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: know who opened your emails!
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: set your content on cruise control!
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
Fresh weekly content published to your social channels
Schedule posts from your TaxVid library
Gold
Automated posting to social channels: Facebook, X, Bluesky, & LinkedIn
Fresh weekly content published to your social channels
Schedule posts from our over 400 article & TaxVid libraries
Diamond
Automated posting to social channels: Facebook, X, Bluesky, & LinkedIn
Fresh weekly content published to your social channels
Schedule posts from our over 400 article & TaxVid libraries
FirmVid videos automatically post and play in Facebook & X.
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
All tools built to drive action, embedded lead magnets!
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
All tools built to drive action, embedded lead magnets!
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
All tools built to drive action, embedded lead magnets!
Reminders & Celebrations
Silver
Not Included
Gold
Email Celebration eCards
Email Appointment eReminders
Email Thank You eNotes
AutoSend on important dates
Bumpers: play facts & trivia between your videos in your waiting area
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
Bumpers: play facts & trivia between your videos in your waiting area
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 a custom digital newsletter
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 a custom digital newsletter
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
Create a custom background featuring your logo to use for online meetings
Diamond
Create a custom background featuring your logo to use for online meetings
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
Improve SEO: show up in more local searches
Schedule email blasts
Send an 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
Dedicated Account Manager
Silver
Not Included
Gold
Not Included
Diamond
A dedicated account manager to help you get the most out of your plan
Custom Integrations
Silver
Not Included
Gold
Not Included
Diamond
Custom integrations to connect Practice Panda with your existing tools and workflows
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.
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