Managed Service
AI Marketing Automation for Accounting and Tax Businesses
PATS sets up and runs automated marketing for your practice. There is no software for you to learn: we manage the campaigns, follow-up and improvements while you focus on serving clients.
Who It Is For
Designed for accounting and tax professionals
- Accounting firms
- Tax preparation firms
- Enrolled agents
- CPAs and CPA practices
- Bookkeepers
- Related financial and tax professionals
Problems It Helps Solve
When marketing competes with client work
- Inquiries that go unanswered during busy seasons
- Inconsistent communication with current and past clients
- No time to plan or send regular campaigns
- Past clients who are not reminded to return
- Marketing efforts that are scattered and hard to measure
- Content that is started but never published
What PATS Manages
We handle the setup and the ongoing work
Automated campaigns
Planned campaigns built around your services and calendar.
Lead capture & follow-up
Inquiries are captured and followed up consistently.
Client reminders
Timely reminders that keep clients informed of what is coming.
Client reactivation
Thoughtful outreach to past clients who may need you again.
Email & content automation
Email sequences and content prepared and scheduled for you.
Campaign organization
Campaigns kept organized so nothing falls through the cracks.
Consistent communication
A steady, professional voice across your client touchpoints.
Reporting & improvement
Regular review of activity so campaigns can be refined over time.
Service Process
How the service works
- 01
Inquiry
Tell us about your practice, clients and goals.
- 02
Intake & planning
PATS reviews your needs and plans the campaigns and automations.
- 03
Setup by PATS
We configure and launch everything using our internal systems.
- 04
Ongoing management
We run, monitor and refine the work and keep you updated.
Ready to let PATS manage your marketing?
Share a few details about your practice and we will follow up with next steps.