Schedule A Demo & Learn How We Can Help Your Accounting Firm Focus On Core Clients

Are you ready to exercise your firm’s profit building muscles?


The first step is to identify the clients that are costing you money. There are the obvious clients, but often times you need data to determine where your strengths are misaligned with their needs.


We provide a platform to supply a robust data engine that can help you easily and automatically discover value-added interests that appeal to existing clients as well as prospects that are in alignment with the services you offer. Schedule a demo to learn how you can get started today.

Fill out the form here and a member of our team will contact you to set a meeting that will show you how our simple digital marketing tools can help you consistently reach and nurture clients and convert more prospects. You can also use our chat feature in the lower-right corner to chat with a representative during regular business hours to schedule a demo now.

Meaningful Business Intelligence

We know you’d like to differentiate your accounting firm in a competitive marketplace. Our reporting tools enable you regularly generate impressions with clients, prospects and referral sources and glean data that makes all your digital interactions more meaningful, efficient and profitable. Our actionable business intelligence helps you generate leads, increase client loyalty and build better relationships with prospects.

Compelling Content To Engage Your Contacts

You won’t have to regularly write articles for your email newsletter because we’re doing the hard part for you. Our digital marketing system is stocked with a library of captivating, informative articles for your CPA firm to use in your email newsletter. In addition to our evergreen content, we maintain a commitment to regularly produce fresh new articles on timely issues affecting your readers every two weeks.

Lead Generation With Trigger Articles

Our Trigger Articles with alerts, and other specialized lead generation content, allow you to choose articles for publication in your email newsletter that are specifically written to deliver you warm leads based on reader response. When an article is read with an obvious tie-in to your services, you will receive an email alert. This feature enables you to quickly and easily follow up and begin conversations with warm prospects.

Centralized Database Housing All Your Contacts

One of the most daunting aspects of email marketing is building a robust database. You might have contacts scattered about in your CRM, Outlook databases, LinkedIn and other many other sources. Why not pool all your important contacts and centralize them within one cohesive, trackable email marketing system? We’ll work with you to gather your existing client, prospect and referral source contact information, and quickly get you started by laying the foundation for your marketing database.