Request A Demo

Did we miss you at the conference? There’s still time to find out how we can help your firm!

With tax season starting to kick into high gear, you’re getting too busy to worry about marketing. That’s why we deliver simple, automated marketing and client communications solutions that help your firm achieve your strategic marketing goals even while you’re busy with client work.

Fill out this form, and a member of our team will contact you to set a short meeting to review your goals. We’ll show you how no-fuss digital marketing solutions like our Trigger Articles can help your accounting firm convert more prospects and proactively reach clients on a consistent basis. You can also use our chat feature in the lower-right corner to chat with a representative during regular business hours and schedule a demo right away.

Meaningful Business Intelligence

Our digital marketing tools enable your firm to create digital impressions with prospects. This gives you the ability to generate metrics based on engagement and strategically glean information from our reporting tools to make all your digital marketing interactions more meaningful, efficient and profitable.

Compelling Content To Engage Your Contacts

We save you the time associated with regularly creating captivating, informative content by providing you with a library stocked and ready for you to use in your email newsletter. In addition to our evergreen content, we maintain a commitment to regularly produce new articles on timely issues affecting your readers. In fact, we automatically create several new articles every launch cycle and position them in your email newsletter for you.

Lead Generation With Trigger Articles

Our Trigger Articles and alerts allow you to choose articles for publication in your email newsletter that are specifically written to indicate service area interest from your readers. When an article is read with an obvious tie-in to your specialized practice areas, you will receive an email alert. This feature enables you to quickly and easily connect with warm prospects.

Centralized Database Housing All Your Contacts

One of the most daunting aspects of email marketing is building a robust database. To get your efforts started, we’ll help you gather your existing client and prospect contact information from your CRM, Outlook databases, LinkedIn and other sources to centralize your spheres of influence within one cohesive, trackable digital marketing system.