Year-Round Engagement & Tax Deadline Campaigns

Email Campaigns strategies built specifically for accounting, cpa & tax firms.

Email marketing maintains client relationships beyond tax season, promotes advisory services, and ensures deadline compliance.

Book a DemoView All CPA & Tax Solutions
73%
of small business owners search online when looking for accountants
Source: Accounting Today
$142B
U.S. accounting services industry market size
Source: IBISWorld
67%
of CPA firms report difficulty finding qualified staff
Source: AICPA

What's Included

  • Tax deadline reminders ensuring compliance and driving appointments
  • Year-round newsletters with tax planning and business tips
  • Advisory service promotion to existing compliance clients
  • Referral program communications leveraging client relationships

Real-World Results

See how cpa & tax businesses achieve results with Sapt.

Advisory Services Growth

Firm wants to move beyond compliance work into higher-value CFO advisory services.

Result

Content marketing positioning expertise plus targeted outreach to growing businesses needing financial guidance.

Advisory services grew from 15% to 40% of revenue within 24 monthsAverage client value increased 180%

Industry Niche Development

Firm wants to become known as specialists for restaurant accounting.

Result

Industry-specific content, association partnerships, and targeted advertising to restaurant owners.

Restaurant clients grew from 8 to 65 within 18 monthsRecognized as industry specialist with premium pricing

Explore Other Solutions for CPA & Tax

Learn
Act
Compound
SEO & Local Search
Social + Paid Ads

Ready for a system that learns?

See what compounding intelligence looks like for your business.

See Your Growth System