Solo Practitioners
Work hard at what you're great at
Save tons of time all while retaining important clients and adding new ones. We've got your back so you can focus on the work. Here's what we recommend for solo practitioners.
“I'm the 'Chief Everything Officer' that sends emails, updates the website, posts to social, summarizes tax changes, calls clients, prepares & files tax returns, and I do my own books – this is a BIG win for me!”
We Have 2 Recommendations:
The Gold Plan
The digital platform of automated resources that brings 'Together Everyone Achieves More' to life—for small tax and accounting firms.
Engagement Expertise
- 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.
Platform Preference
- Effortlessly reach your clients when and where they are looking for info 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.
Grow Your Practice With Expert Digital Marketing Tools
The most cost effective 'marketing department' you could ask for, with expert-written content that allows you to efficiently communicate with clients so you can focus on accounting and tax work.
Only $79.95 a month, or add a website for only $20 more!
The Silver Plan
The simplest, most complete platform to help your new firm go from zero to credible in the blink of an eye.
Confident Credibility
- Go from new to established tax pro in 15 minutes with a new website, socials, and full library of expert resources and calculators for your clients to use.
- Turn experience into expertise backed by a body of credible work written and vetted by established professionals.
Create Growth
- Attract clients who need your expertise with content that hits the mark.
- Convert administrative hours into tax return hours with our simple automated platform.
DIY Doable
- Kickstart marketing outreach with tried and true resources, prepared for the most appropriate channels in your industry.
- No staff? No problem. With our DIY-oriented process, we take you from orientation to easy execution with real life, onshore help.
Get Your Practice Up And Running With Cost Effective Tools
Our digital marketing platform is automated, and offers expert-written content. Practice Panda is the simplest way to get your practice up and running, showcasing you as an established tax expert.
Only $59.95 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.