For CPA and accounting firms

Accounting firm marketing software for CPA firms and accountants

Your website vendor sends the monthly newsletter. AiMarketer runs the marketing that wins business clients: search ads for IRS notices and late filings, the year-end tax planning campaign, the extension deadline reminder, advisory and bookkeeping service pages, written in your firm's voice and launched only after a partner approves.

See the demo ↓ See it draft a campaign ↓

No card required for the demo. Nothing reaches a client or goes live without a partner's approval, and every approved piece is logged.

Campaign plan AiMarketer agent

Your business, in one line

Try one:

The agent drafts a real starter campaign for your business: the angle, three ads, a five-post calendar and a budget split. One free run, about 30 seconds.

You have had your free run here. Create your account and the agent writes you a full 90-day marketing plan for your business.

Campaign for . Describe your own business above to run yours.

Campaign angle & audience

Ready-to-run ads

Suggested budget split

First week of content

This is a live generated draft. Want AiMarketer to actually launch and optimize it for you? Describe your business above to run this on yours, or have AiMarketer launch and optimize the campaign for you. You have had your free run on your own business. Create your account and the agent writes you a full 90-day marketing plan for it.

The short answer

Accounting firm marketing software comes in three kinds. Website platforms built for CPAs give you a site, an automated newsletter and some email tools for about $95 to $500 a month. A CRM tracks prospects. The campaigns that bring in business clients, meaning search ads, seasonal emails and service pages, are what most firms skip or hand to an agency at $1,000 a month and up. An AI marketing agent runs that part for $49 to $149 a month.

Prices are from each vendor's own US page unless a line says otherwise. Where a vendor only quotes, we say so.

Waiting for partner approval

From Hale and Ortiz CPAs · to 412 business clients

Five moves to make before December 31 if you own an S corp

Hi Marcus, the year-end window is where most of next April's savings get decided. Here is what we are reviewing with owners this month:

1. Reasonable salary check before the last payroll
2. Retirement plan contributions and deadlines
3. Equipment purchases and placed-in-service dates

Book a 20-minute planning call

Segment: clients with tax prep plus consent on file

Kept in the activity log for 36 months

Illustrative firm and client.

The three kinds of marketing software accounting firms buy

Most firms already own the first and maybe the second. The third is the one that turns a quiet August into a full January, and it is the one that usually never gets done.

Keep

CPA website platform

Build Your Firm, CPA Site Solutions and similar

Site with tax calculators and a client portal link
Automated monthly client newsletter
Stock tax articles and an FAQ library

Keep

CRM or practice management

HubSpot, Karbon, TaxDome, Financial Cents

Prospect and client records
Engagement letters and proposals
Tasks and deadlines for the team

Add

Campaigns, run by the agent

The work an agency or a free weekend used to cover

Search ads for urgent, high-value needs
Seasonal campaigns planned a quarter ahead
Service pages and emails in your voice, logged

A stock newsletter is useful, but every firm on the same platform sends the same articles. The work that sets one firm apart is local and specific: a page for each service at your fees, ads aimed at the business owner who just got an IRS letter, and a December email that speaks to your client mix.

What accounting firm marketing costs a month

The routes below buy different things, which is why the range runs from $95 to over $6,000 a month. Bars are drawn to scale against an in-house hire. Ad spend sits on top of every route that runs ads.

AiMarketer Growth

$149 a month

Plans, writes and launches search ads, emails, posts and landing pages on approval. Starter is $49.

Accounting website with SEO tools

From $95 to $120 a month

Build Your Firm Professional and Platinum website plans, own pricing page. CPA Site Solutions includes an automated client newsletter with its site plans.

CPA website and marketing platform

$150 to $500 a month

CountingWorks PRO Starter $150, Grow $200, Premier $300, Premier Plus $500, own pricing page; 10% off paid annually.

Done-for-you content package

From $399.95 a month

Build Your Firm Content Marketing in a Box: SEO, monthly blog posts, social posting, review optimization and a marketing manager.

Agency that runs your paid ads

From $1,000 a month, ad spend extra

Mitco's published starting price for monthly marketing packages for accountants: Google and Facebook ads, retargeting, lead management, monthly report.

Three-year outsourced growth program

$7,500 down plus about $3,400 a month

Build Your Firm Outsourced Marketing Program, own page example for a $200,000 new revenue target, including marketing, training and consulting.

In-house marketing specialist

About $6,400 a month in salary

BLS median pay for market research analysts and marketing specialists, $76,950 a year (May 2024), before benefits and payroll tax.

Marketing 360 and most accounting marketing agencies quote on request, so they are not on the ladder. Many firms end up with a website platform plus one of the routes below it. Vendor prices change, so confirm them before you sign.

An accounting firm marketing calendar built on the filing year

Prospects search when a deadline or a letter forces them to. The agent schedules each campaign a few weeks ahead of the date that triggers it, so the ads and emails are approved and live before busy season takes your time.

Jan

W-2 and 1099 deadline

Payroll and 1099 help for small businesses, new client intake for the season.
Mar

S corp and partnership returns

Business return pages and ads, extension help for owners running late.
Apr

Individual filing deadline

Extension and IRS payment plan campaigns in the final two weeks.
Jun to Sep

Quiet season

Bookkeeping clean-up, advisory and entity choice campaigns, IRS notice ads.
Oct

Extension deadline

Last call for extended returns, then a pivot to planning offers.
Nov to Dec

Year-end planning

Tax planning email series and calls booked before December 31.

The highlighted card is the extension deadline, the turn from filing work to planning offers. Exact deadline dates move when they fall on a weekend or holiday, so the agent reads them from the current IRS calendar rather than a fixed date.

CPA advertising rules every campaign has to pass

Accounting firms can advertise freely, but five rules decide what a campaign may say, who it may go to and what you have to keep afterwards. Each one is stored as a setting the agent checks before a draft reaches the partner.

AICPA Code, ET 1.600.001

No false, misleading or deceptive advertising

Applies to every member and is the standard most state boards adopt. Promising a result, implying a special relationship with the IRS or claiming a credential you do not hold all fail it.

What the agent does. Claims you never make, such as "guaranteed refund" or "IRS approved", are stored once and blocked in every draft.

Circular 230, section 10.30

Solicitation rules for IRS practitioners

No false or misleading statements, published fees honored for at least 30 days, and a copy of each direct mail or electronic solicitation kept with its recipient list for at least 36 months.

What the agent does. Every approved email, its segment and its send date go into the activity log, which exports to CSV on Growth.

IRC 7216 and Reg. 301.7216-2(n)

Tax return information is not a marketing list

A preparer may use a client list to send tax and general business information and to offer more tax return preparation. Marketing bookkeeping, advisory or other non-tax services with return information needs written consent first.

What the agent does. Campaigns for non-tax services go only to the segment you mark as consented.

16 CFR Part 465

FTC rule on reviews and testimonials

No fake reviews, no paying for positive ones, no staff reviews without disclosure, and no suppressing negative reviews. In effect since October 2024.

What the agent does. Review requests go to every client after an engagement and never offer a reward for a good rating.

CAN-SPAM

Rules for every marketing email

An accurate sender and subject line, the firm's physical address and an unsubscribe link honored within 10 business days.

What the agent does. Your address and unsubscribe footer are attached to every campaign email.

State boards add their own rules on firm names and the use of the CPA title, so add those to the banned-claims list once. This is a planning summary, not legal advice.

The campaigns that win an accounting firm business clients

IRS notice and back taxes ads

Search ads on "IRS letter", "unfiled tax returns" and "IRS payment plan help" in your area, with a landing page that explains the first call and your fee range.

Year-end tax planning series

A three-email series to business clients in November and December that books planning calls before the year closes.

Bookkeeping and CAS offers

Pages and ads for monthly bookkeeping and outsourced CFO work, aimed at owners who keep missing their own numbers. Sent to clients only with consent on file.

Entity and S corp election

Content and ads for owners asking whether to elect S corp status, timed for the start of the year and the spring deadline.

Review requests after every engagement

One request to every client when the return or engagement closes, which is both the FTC-safe way and the way to keep your Google rating current.

Niche pages for your best clients

A page per industry you know well, such as dental practices, contractors or real estate investors, with the problems you solve for them.

How AiMarketer runs an accounting firm's marketing

AiMarketer is an AI marketing agent. It plans the quarter, writes and designs the campaigns, launches them on approval across search, social and email, and sends a plain-English report every week.

Which plan

Starter at $49 a month covers one firm on one channel, usually the newsletter and posts. Growth at $149 connects search, social and email, moves ad budget toward what books consultations and exports the activity log; it is where most firms of 2 to 20 people should start. Scale at $499 runs up to 15 brands or offices with an approver for each.

1

Tell it about the firm once

Services and fee ranges, client types and niches, your area, credentials, voice, claims you never make, and which client segments have consent for non-tax offers.
2

It plans the quarter around the filing year

Deadline campaigns, quiet-season advisory offers and year-end planning mapped against your capacity, so you are not marketing hard in the weeks you cannot take work.
3

A partner approves

Every draft arrives with its audience, budget and send date. Edit a line or approve it. Add a second approver for anything that touches a tax position.
4

Launch, log and report

Approved work goes live through your connected ad, social and email accounts. Each piece is kept in the activity log, and the weekly report shows spend, consultations booked and cost per new client.

Who uses accounting firm marketing software like this

Solo CPAs and EAs

All the work runs through one person, so marketing only happens if the drafts arrive finished and need a yes.

Firms of 2 to 20

A managing partner who wants more business clients and fewer 1040-only clients, without hiring a marketer.

Firms moving to advisory

Growing bookkeeping, CAS or fractional CFO work and needing pages, ads and emails that sell it.

Multi-office firms

Two to fifteen offices or brands, each marketed locally with its own approver, without a retainer per office.

What we are not: a website host, a client portal, a tax or practice management system or a CRM. Keep those. The agent works through the ad, social and email accounts you connect, and client files stay where they are.

AI marketing agent

Get your year-end planning campaign drafted for your firm

Create your account. We will email you a 6-digit code to confirm, and you are in.

No card required. Your data stays yours.

Questions about accounting firm marketing software

What is the best marketing software for accounting firms?

It depends on the job. Accounting website platforms such as Build Your Firm or CPA Site Solutions give you a site and an automated client newsletter. A CRM keeps the pipeline. What neither does is plan and run the campaigns that bring in new business clients, which is the gap an AI marketing agent fills for $49 to $149 a month next to the site you already have.

How much does marketing cost for an accounting firm?

Published US prices run from about $95 a month for an accounting website with SEO tools, to $399.95 a month for a done-for-you content package, to $1,000 a month and up for a marketing agency that runs your ads, before ad spend. A three-year outsourced growth program can reach $7,500 down plus about $3,400 a month. An AI marketing agent costs $49 to $149 a month.

How do accounting firms get new clients?

Referrals still bring in most new clients, so marketing exists to make the firm easy to find and easy to trust once someone hears the name. That means a service page for each thing you sell, a Google Business Profile with recent reviews, search ads on urgent needs such as an IRS notice or a late filing, and a newsletter that keeps you present between engagements.

Can CPAs advertise their services?

Yes. CPAs may advertise as long as nothing is false, misleading or deceptive, which is the AICPA Code of Professional Conduct rule and the standard most state boards adopt. Practitioners before the IRS also follow Circular 230 section 10.30, which bans misleading claims, requires published fees to be honored for at least 30 days and requires copies of mailings to be kept for 36 months.

Can a tax preparer use client information for marketing?

Only within limits. Under IRC section 7216 and Treasury Regulation 301.7216-2(n), a preparer may keep a client list to send tax and general business information and to offer more tax return preparation. Using return information to market non-tax services, such as bookkeeping or advisory, needs the client's written consent first.

Is digital marketing worth it for accounting firms?

For most small and mid-size firms, yes, because the clients worth the most (business owners who need advisory, bookkeeping or entity work) research online before they ever call. A firm that adds one well-run search campaign and a monthly newsletter usually needs only a handful of new business clients a year to cover the cost many times over.

Can AI do marketing for an accounting firm?

Yes, for the production work. An AI marketing agent drafts the service pages, the year-end planning email, the extension deadline reminder, posts and search ads from your services, fees and voice, then launches them after a partner approves. Tax positions, numbers and anything a client could rely on as advice still get a partner's read.