Buy Marketing Pro now & pay during the tax season
Introducing Marketing Pro Advance Express (MAX)
Purchase Marketing Pro now and your annual subscription is paid during tax season. 1
- No up-front cost
- No credit card required
Lock in your savings today
Save $100/year with an annual subscription to Marketing Pro
Pay with Marketing Pro Advance Express (MAX) and start using Marketing Pro with no up-front cost. Save $100 on your annual license PLUS Marketing Pro is conveniently paid from your funded tax preparation fees during the tax season.
Starter
Business management platform with scheduling and client management
Booster
Complete marketing and business management platform with email and text message marketing
Producer
Complete marketing and business management platform with high capacity and premium support for a fast growing tax practice
Find the plan you need
Purchase your annual subscription with Marketing Pro Advance Express (MAX) and pay during the tax season.
| 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 | |
See how it works
See how Marketing Pro can help you promote and manage your tax practice.
Take a deeper dive
View our webinar recording, and see how Marketing Pro can help you manage and grow your tax practice.
Marketing made easy
Marketing Pro gives you the digital tools you need to attract clients, including pre-built marketing content you've come to expect from TPG.
Create campaigns
Create and send email or SMS text message campaigns to your clients. Save time by using our pre-built campaigns designed by TPG marketing.
No design skills? No problem.
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.
Automate your marketing emails
Turn on happy birthday emails, scheduling reminders or any type of promotional email and 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.
Manage clients from anywhere
Marketing Pro doesn't just help you attract and retain clients. Our digital marketing platform gives you the tools you need to manage clients from anywhere.
Client management
Manage your client list, communicate with clients, see files clients have uploaded and more right from the app
Schedule appointments online
Clients can book an appointment from your website, Facebook page, email or Google.*
Manage appointments
Manage your calendar and your team's calendar. Reschedule appointments and add new appointments.
Automated client reminders
Automated email or text reminders reduce no-shows, help clients reschedule and save you time.
Website
You could have a web presence today with a landing page to attract clients including everything they need to know about your tax practice.
Share documents securely
Documents shared securely with clients and documents clients shared securely with you are all found in one place.
*Available with the free Google or Facebook integration.
Get started with MAX today
1 To qualify for Marketing Pro Advance Express you must be enrolled with Santa Barbara TPG, and have 1 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season.
Separate fees apply for the Marketing Pro service.