Market your new capabilities with these easy-to-use templates

Firm Marketing Resources

Start your marketing plan here

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 slides that you can download from our online portal to explain the benefits of our, Sage Intacct and Paychex programs directly to your clients.

In addition to the marketing and sales tools to help promote smart Business 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.

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