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Explore our Silver Plan,
Perfect for a New Practitioner

Get your practice up and running with the tools you need.

no set-up fees | no contracts | cancel anytime

Add a Professional Website for $20 per month
Add a Professional Website for $20 per month
Professional Website has been Added! For 20 dollars a month
StandardWith Website

Silver

Key client communication tools

$74.95/mo.

Up to 1000 contacts managed

  • Monthly Client Update Newsletter

  • Weekly Tax Tips

  • 4 TaxVid videos

  • Personalized Website

  • Lobby Bumper Video Display Service 

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PLUS! Your plan includes automatic Firm-Branded Correspondence in your emails, website and social media posts!

Personalized 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.

Client Update Newsletter

A monthly newsletter providing all clients with a variety of articles. The varying topics are designed to engage all your clients in an area of their interest. This includes tax, money matters, small business topics, and special interest. Our most popular service!

Weekly Tax Tips

Our retention and prospecting magnet.  Each tip is designed with you in mind.  To save time. To remind clients. Enforce your expertise. And importantly, stay connected to keep them coming back to you! 

TaxVid Client Videos (maximum of 4)

Hard hitting videos with your clients in mind.  They find the perfect balance between information and engaging. Tough to do with tax topics, but clients love them AND they all point back to you. 

Lobby Bumper Video Display Service

Continuously loop your selected videos and keep viewers engaged. It’s ideal for waiting rooms—giving clients helpful, branded content that strengthens awareness and builds interest before their appointment.

View all Plans

Compare our Plans

Features
Silver
Gold
Platinum
Diamond
Client Newsletters

Automatically email, post to social media & publish the newsletters to your website

Monthly Client Update Newsletters

Monthly Business Newletter

Monthly Tax Planning Insights Newsletter

Weekly Tax Tips

Automatically email, post to social media & publish Weekly Tax Tips to your website

Customize it with your logo, firm name, social links and contact information

Client access to a full 100 tried and true Weekly Tax Tips

Video Services

TaxVid videos

Four TaxVid videos

Entire library of TaxVid videos

Entire library of TaxVid videos

Entire library of TaxVid videos

Firm branding: customize the videos with your firm name, logo & contact information

Embedded lead generator

Email, post to social media & publish the videos to your website

Lobby Kiosk: play videos in your waiting area

Automatic video updates

Automatic new video releases

FirmVid

30+ FirmVid videos to advertise your firm

Automatically rotate a new FirmVid to feature each week

Videos auto post and play on social media

Automatically play your featured FirmVid on your website

Custom Messages

eCards

Birthday Cards

Holiday Cards

Appointment Reminders

Thank You Messages

Schedule to auto-send your eCards on important dates

Create and send custom email blasts and newsletters

Send unlimited emails

Article Library

400+ Articles

Schedule the articles to post on social media

Create a custom digital newsletter

Send one-off articles to clients & prospects

Post specific tax & finance articles to your website

Schedule your custom content to be sent on specific dates

Reviews

Get online reviews across: Google My Business, Nextdoor & Facebook

Email templates asking for client reviews on your online business pages

Improve SEO: show up in more local searches

Schedule email blasts

Send an automated drip campaign

Staggered email sends so your reviews don’t show up all at once

Referrals

Get more referrals from current clients

Referral email templates targeted to businesses or individuals

Add custom offers or incentives to motivate more referrals

Schedule referral emails to be sent throughout the year to lists or individuals

Automated email drip campaign

Client Email

Max contacts

1000

2000

3000

5000

List segmentation: create multiple email lists for client and prospect groups

Campaign reporting: know who opened your emails!

Customizable accounting-themed template options

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

Automated posting to social media channels

Fresh weekly content published to your social channels

Schedule posts from our 400+ article & TaxVid libraries

FirmVid videos: automatically post and play in Facebook newsfeed and Twitter timeline

Website Content

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 tools built to drive action, embedded lead magnets!

Consulting service M-F 8am-5pm CST

Plus 15% off tax & accounting products at Tangible Values with priority shipping

favicon2 white bg 64x64 1websites

Add a professional website to any plan for only $20!

or $39.95/mo. without a plan

Order Now
View Themes

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.

Preview of our website theme 1040 Professional
View All Themes

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.

web orange 160Full-Service Website

  • Accounting & Tax Themes
    Themes specifically designed for your industry

  • Contact Information & Directions
    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 content for clients on tax, accounting and related topics added to your website every month

  • 50+ Financial Calculators
    Tools for you or your clients to answer common financial questions

domain 160Custom 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

group add 160Plus!

  • Support
    Expert assistance (M-F 8am-5pm CST)

  • Discounts
    Save on W-2’s, 1099’s, tax return folders, stationary, marketing materials, and more

Order now and activate a theme in minutes!

Order Now

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