Marketing for tax preparers
More tax clients, without missing calls in March.
Tax season is short. Every missed call in it is a return someone else files.
Included in AxeonCORE · From $799/mo· $0 to start. Nothing due until it's working.
The search
January 31. W-2 in hand, they search “tax preparation near me” and call the first office that picks up.
- A Google profile with tax-season hours, kept current
- Every missed call texted back within 60 seconds, even on the busiest Saturday
- Appointments booked online, with reminders so people show up
Where they slip away
Where new clients go to the next firm.
Rush-season phones
Your team is with clients. The phone rings out.
Wrong hours on Google
Old hours send people to the office down the street.
No-shows
A missed appointment in March is a slot you can’t get back.
Reviews
Finished returns are the best time to ask, and the easiest to forget.
How it works
Three steps, then it runs.
- 1In the fall, we fix your Google profile and build your service pages
- 2We set up 60-second replies and online booking; you approve every word
- 3Live before January, with every call and booking tracked through April
What you get
What’s included
- Pages for individual returns, small business returns and your other services
- Google Business Profile with seasonal hours
- Missed-call text-back and a 60-second first reply
- Online appointment booking with reminders
- Review requests after finished returns
- Call tracking and a monthly AxeonPROOF report
FAQ
Tax preparers: common questions
Be found on Google in January, answer every call during rush season and let people book online. Then ask every finished client for a review.
AxeonCORE is $799/mo on a 12-month agreement, with $0 setup (normally $3,000) and nothing due until you're live. Ads are in AxeonGROWTH, $1,999/mo plus ad spend from $500/mo, paid to Google directly.
In the fall, so your profile and pages are settled before January searches start.
No. It collects name, contact, the service they need and a time. Documents and Social Security numbers never pass through it.
Yes, 12 months, with $0 setup (normally $3,000) and the first payment when you're live. Then month-to-month. Want month-to-month from day one? Pay the $3,000 upfront.
Other practice areas
Services for accounting & CPA firms
90-Day Performance Commitment
Is your specialty still open in your area?
Live in 30 days. Every inquiry answered in 60 seconds. Or you walk away.
Included with AxeonCORE and AxeonGROWTH and written into your agreement.