Digital marketing for tax professionals
Promote your tax practice like a pro with our business management platform1
Buy Marketing Pro now and pay during the tax season2
The digital marketing & management platform
Scheduling
Online appointment scheduling with automated reminders that save you time
Client management
Manage client communications, documents and scheduling from one place
Website
Capture more leads and share documents securely with clients
Digital marketing
Attract and retain more clients with email and SMS text message marketing
See what's new in Marketing Pro
Watch our webinar recording
Marketing made easy
Multi-page website now included with Marketing Pro3
Marketing Pro gives you the digital tools you need to attract clients, including pre-built marketing content you've come to expect from sbtpg.
Website
You could have a website today. Save time by choosing from a variety of templates and personalize anything. Our modern websites look great on mobile or desktop.
Secure client portal
Clients can upload documents and you can share documents with secure 2-way file sharing.
Make it your own
Connect to your social accounts, let clients schedule appointments online or contact you, all through your website.
See how it works
English
Spanish
Need new ideas for growing your tax practice?
Get a free personalized marketing playbook
Tap the power of email marketing
Introducing Pro Campaign Editor3
70+ email templates
Bring clients back at tax time and all year long with 70+ email templates that give you a jump on competitors.
Automate your emails
From appointment reminders to refer-a-friend emails, let Marketing Pro work for you even when you aren't working.
Not just for tax time
Promote other products and services you offer and stay top-of-mind by engaging with clients all year long.
Track your success
Track client email opens and sends so you can see who is is interested in specific services you are offering.
Text message marketing
The closest thing to can't-miss marketing
SMS Marketing
With average 98% open rates, text message campaigns are the easiest way to get clients back in your office at tax time and throughout the year.*
No design needed
You don't need to be a graphic designer or marketer to send effective promotional text messages. Need help? We provide SMS templates you can use or edit to meet your needs.
Client-wide campaign
Send messages to your entire client list at once instead of texting clients individually from your phone.
* Source: Gartner Digital Channel Survey
Manage everything from one place
Marketing Pro is a business management platform with the tools you need to manage clients from anywhere.
Schedule appointments online
Clients can schedule or reschedule an appointment from your website, Google and more.*
Sync with your calendar
Appointments scheduled online automatically sync with your Outlook or Google calendar.
Automated reminders
Automated appointment reminders to clients reduce no-shows and save time.
Share documents securely
2-way secure file sharing archives documents securely in your client's record.
Shared calendar
Share calendars with your staff, so you can see who is available and when.
Track client activity
Marketing activity and historical client data are all stored in one place.
*Available with the free Google integration.
Measure your success
Real time analytics
Eliminate the guesswork from your marketing. Measure your results, and identify which campaigns yield the most clients.
Data driven marketing
Marketing Pro provides analytics, so you can make data informed decisions about your marketing. See who opened, viewed and clicked campaigns.
Email and SMS
Measure client engagement with email and SMS text message marketing and get insights into what matters most to your clients.
Buy Marketing Pro now and pay during the tax season2
Find the plan you need
Starter
$26.67 /mo paid annually or $35/mo paid monthly
- Business management platform with scheduling and client management
Most popular
Booster
$46.67 /mo paid annually or $55/mo paid monthly
- Complete marketing and business management platform with email and text message marketing
Producer
$66.67 /mo paid annually or $75/mo paid monthly
- Complete marketing and business management platform with high capacity and premium support for a fast growing tax practice
| Starter | Booster | Producer | |
|---|---|---|---|
| CRM (Client Relationship Management) | |||
| Client management | |||
| Secure client portal | |||
| Client card and custom fields | |||
| Custom forms | |||
| Document storage | 20GB | 50GB | 100GB |
| Monthly SMS credits | 100 | 350 | 500 |
| Marketing | |||
| Online lead capturing widget | |||
| Email marketing campaigns | |||
| Online coupons | |||
| Automated campaigns | |||
| Email campaign recipients | 1,000 | 2,500 | 5,000 |
| Payments | |||
| Accept online payments | |||
| Record offline payments | |||
| Invoices | |||
| Deposits collection | |||
| Invoice & estimate branding customization | |||
| SMS & email invoice payment reminder | |||
| Estimates | |||
| Automated billing | |||
| Service packages | |||
| Business performance reports | |||
| Scheduling | |||
| Multiple staff members | $15 per staff | $15 per staff | |
| Collaboration & assignment | |||
| Roles & permissions | |||
| Additional Apps & Integrations | |||
| Reserve with Facebook & Instagram | |||
| Reserve with Google | |||
| Payment processing | |||
| Google Analytics | |||
| QuickBooks | |||
| Zoom | |||
| Zapier | |||
| Document e-signature | |||
| Email signature | |||
| Support | |||
| Customer success | onboarding + ongoing | onboarding + ongoing | |
Get started today
1 Separate fees apply for the Marketing Pro service. Santa Barbara Tax Products Group and Green Dot Corporation cannot and do not guarantee your ability to obtain specific results in connection with our products and services.
2 To qualify for Marketing Pro Advance Express you must be enrolled with Santa Barbara Tax Products Group, and have 1 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season.
3 Separate fees apply for Website Builder Pro app integration.
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