Marketing AX
Tax Season Growth Protocol v2.5

FILL YOUR CALENDAR
NOT YOUR VOICEMAIL
THIS TAX SEASON

Automated booking, appointment reminders, and follow-up for high-volume tax offices. Built for CPA Firms, Independent Accountants, and Tax Preparation Chains.

Trusted by Leading Financial Professionals

CPA FIRMSTAX PREP CHAINSBOOKKEEPERSWEALTH ADVISORS

Your phone is ringing.
But you're filing.
And losing clients.

Every missed call during tax season is a client going to the competitor down the street. You don't have time to play 'Phone Tag' while managing the internal workload.
Missed calls in February are missed thousands in April.
Missed calls turned into lost revenue
No-shows wasting your peak appointment slots
Endless 'what is my status?' phone calls
Staff burned out from answering repetitive questions
Manual intake forms causing massive delays
That's not just a "booking problem". That is lost seasonal revenue.

What Changes Quickly

Instant AI Text-Back for every missed call
Automated document request reminders
24/7 self-service tax appointment booking
Automated status updates via SMS/Email
Year-round client retention sequences
The Filing Protocol

THE TAX OFFICE GROWTH ENGINE

We take the chaos out of tax season by automating the entire client lifecycle.

Call-to-Text

Instantly capture missed callers and move them to SMS booking.

Auto-Scheduling

No more phone tag. Clients book directly into your free slots.

Intake Guard

Automatically request documents before the appointment starts.

Arrival Alerts

SMS reminders 24h & 1h prior to slash no-shows by 70%.

Review Loop

Ask for positive Google reviews the moment the return is filed.

Retention Engine

Keep clients for life with automated year-round updates.

Tax Practice Management AI

MEET MAX.
YOUR FIRM'S
REVENUE CONTROL PANEL.

Your Demand Control Panel (Managed Plans)

MAX manages your client intake and booking flow so you can focus on the technical work.

We focus on return volume — because efficient intake leads to higher seasonal profits.

MAX acts as your front-office manager, working 24 hours a day, 7 days a week.

MAX_DEMAND_OS_v4.2
+18%
1,240
Total RSVPs
+22%
892
Checked In
NEW
+145
List Growth
+5%
24%
Response Rate

Attendance Velocity (This Week)

SCENARIOS FOR PRACTICE GROWTH

Automation that understands the seasonal stress of a tax office.

Missed a Call at 2AM?

MAX texts them: 'Hey! Want to book a tax slot for tomorrow?' while you sleep.

Appointment Tomorrow?

The system sends an SMS: 'Remember to bring your W2s and 1099s to our 10AM!'

No-Show Detected?

Automatic rescheduling link sent within 5 minutes of the missed slot.

New Lead From Google?

The AI agent qualifies them instantly and books the intake call.

Deadlines Looming?

Single-button blast to everyone who hasn't submitted docs yet.

Track Every Lead

See which marketing source (Google, Referrals, Ads) is paying off.

WE FILED MORE RETURNS THIS YEAR.

"Before Marketing AX, my front desk was overwhelmed. Now, the appointments just show up, and the clients actually bring their docs."

J
James D.
Liberty Tax Owner

"The missed call text back is a goldmine. We recovered 15 appointments in our first week of tax season."

L
Linda K.
CPA Firm Manager

"Our no-show rate dropped to near zero. The automated reminders are strict and professional."

A
Accounting Pro
Sr. Accountant

Built For Modern Tax Offices

  • Firms filing 500+ returns per season
  • Offices with multiple locations and staff
  • Practices tired of manual booking and callbacks
  • CPA's who want to reclaim their focus time

Not For The Sole-Prop

  • Part-time preparers with light volume
  • Firms with no interest in digital systems
  • Owners who want to manually handle every call
  • Startups with no existing client base

GROWTH INFRASTRUCTURE FOR
Businesses Ready to Scale

Whether you want to manage your own marketing or have our team run it for you, choose the level that fits your growth stage.

Platform Starter

For solo operators getting started with automation.

$49/mo
  • 1 User Only
  • CRM & Pipeline Management
  • 2-Way Text & Email Conversations
  • Calendar & Booking System
  • Basic Form Builder
  • Basic Website Templates
  • Basic Invoicing
  • Social Planner
  • Standard Support
Most Popular

Growth Platform

For businesses ready to automate follow-up and increase bookings.

$99/mo
  • Unlimited Users & Contacts
  • Everything in Starter
  • Funnels & Landing Pages
  • Automated Workflows
  • Email Marketing & Campaign Builder
  • SMS & Email Templates
  • Facebook Messenger Integration
  • Missed Call Text Back
  • Reputation Management
  • Survey Builder & Quizzes
  • Opportunities & Pipeline Automation
  • Standard Reporting

Scale Platform

For businesses serious about predictable growth and optimization.

$299/mo
  • Unlimited Users & Contacts
  • Everything in Growth
  • Advanced Workflow Logic
  • A/B Testing for Funnels & Campaigns
  • Advanced Reporting & Attribution
  • Trigger Links & Automation Triggers
  • GMB Messaging & Call Tracking
  • Affiliate Manager
  • Documents & Contracts
  • Launchpad
  • Communities & Memberships
  • Priority Support
Higher Leverage Options

WANT PREDICTABLE GROWTH WITHOUT MANAGING IT YOURSELF?

If you'd rather focus on running your business while we handle the strategy, ads, automation, and optimization — this is where real scale happens.

Managed Growth

We build, launch, and optimize your growth engine.

$997/mo

+ $500 Setup Fee

  • Everything in Scale Platform
  • Full Ad Management (FB/IG/Google)
  • Funnel Strategy & Optimization
  • Custom Content Creation
  • Weekly Strategy & ROI Calls
  • Dedicated Growth Manager
  • Ongoing Automation Optimization
  • Conversion Tracking Setup

Managed Pro

We become your marketing department.

$2497/mo
  • Everything in Managed Growth
  • Daily Social Media Management
  • Custom CRM & Workflow Development
  • Advanced Automation Systems
  • Multi-Channel Campaign Strategy
  • On-site Event Support Options
  • VIP 1-on-1 Support
  • Performance Standard Guarantee
Secure Payments via GoHighLevel & Stripe