Spotlight includes everything you need to make your firm the star of the show:

• Customizable, full-service website & a dedicated website designer
• Licensed professional photography
• TeleAccountant™ video meeting software
• Live training, onboarding, and Q&A
• Monthly VIP marketing workshops
• Search engine optimization (SEO) review & monthly reporting 
• Done-for-you professional blog content (150+ articles per year)
• Real-time marketing dashboard
• Secure, branded client portal & free eSign (250/year)
• Automated Client Relationship Management (CRM)
• Automated monthly email newsletter
• Nurture email campaigns for prospects & client retention
• Automated social media posting: Facebook, Twitter, LinkedIn, & Google My Business
• Automated chatbot to turn website visitors into leads
• Marketplace profiles
• Digital workflows
• And MORE

You already know that clients and prospects expect CPAs, EAs, and tax professionals to provide 5-star services, but they also expect an outstanding online experience.

Cultivate a digital presence that matches (and safeguards) your stellar reputation. Your mobile-responsive website, engaging blog content, daily social media posting, chatbot and much more will help you gain and retain more clients – for life.