Marketing Services for CPA Firms

We know you'll quickly recognize the inherent value of using our partner programs in your client accounting services practice. To make your job easier, we provide ready-to-use and customizable emails, flyers, web site content, and Powerpoint slide shows that you can download from our online portal to explain the benefits of our Bill.com and Intacct programs directly to your clients.

             Learn more about Bill.com Client Sales Tools
             Learn more about Intacct Client Sales Tools
             Learn more about Paychex Client Sales Tools

In addition to the above marketing and sales tools to help promote Trusted Business Advisor Solutions to your clients, we also offer client-focused newsletters that you can provide as a special service to your clients. These customizable newsletters can include your firm’s name and logo and are packed with timely information your clients will appreciate receiving.

             Learn more about Client-Focused Newsletters

Finally, we are always looking for new and useful ways to help you market your services as well as our Trusted Business Advisor Solutions programs. So, be sure to check here and on our CPA Portal to see the growing range of materials available for your use.