Store leads automatically with Contact Management, and use behavior-based Segmentation for more targeted marketing (i.e. segment by service requested or event interest).
Nurture leads with Automated Email Marketing that shares your firm’s experience, a calendar of filing dates, ideas on identifying deductions, or explanations of tax/payroll compliance laws
Increase loyalty and client referrals.
Your Constant Contact account keeps you connected to prospects and clients, so you can get referrals and repeat business. Email Marketing and Social Media Posting can help you share your firm’s experience, filing dates, and info on compliance laws. Powerful segmentation features help you get the right message to the right group. Email Automation helps you easily send out filing reminders, educational videos, or notifications of new legislation. No need to use multiple tools to see reporting of what’s working and what’s not—it’s all in one place. To get you started, we’ve created The Download for Professional Services, a free guide to online marketing.
If your firm has many locations or independent agents, consider partnering with us. With tools for consistent branding, an administrative dashboard to manage users' marketing and results, bulk pricing, and a dedicated account manager, we've got all the resources you need—all in one place.