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Get Clients Lined Up Before You Even Open.

The course teaches you the business. The Tax Marketing Vault hands you the entire season's marketing — graphics, emails, ads, funnels and a 12-week plan — done for you, branded in minutes.

Sold separately $497
$97 one time
80% off · this page only
Yes! Add the Vault → $97
Added to your order One click, no re-entry 7-day refund
No thanks, I'll find clients on my own → continue
Fast File Pro Tax Marketing Vault bundle — graphics, email, ad and funnel templates
Time to brand it~20 min
Ready-to-post assets186+
$2,000+ value · $97
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Season graphics
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Email templates
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Ad templates
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Funnel templates
Editable in Canva 12 months of graphics 36 emails 24 ads 6 funnels 12-week strategy One-time $97 Lifetime updates
Editable in Canva 12 months of graphics 36 emails 24 ads 6 funnels 12-week strategy One-time $97 Lifetime updates
The #1 reason new offices stall

Knowing taxes doesn't get you clients. Marketing does.

Most new preparers spend January staring at Canva, rewriting the same Facebook post five times, and wondering why the phone isn't ringing. Meanwhile the big-box chains run polished campaigns from Thanksgiving to April.

The Vault is the exact marketing system we built for our own software clients — so your office looks like a 10-year brand on day one.

Tax season social posts, flyers and email templates
Look established instantly
Consistent, professional graphics for every month of the year — not just January.
Never wonder what to say
Emails and ads written by tax-industry marketers, compliant and conversion-tested.
Systems, not random posts
Six plug-and-play funnels turn attention into booked appointments automatically.
Open the vault

Everything inside the Tax Marketing Vault

Tap through every category. This is real content from inside — not a mockup.

Preview · tap any tile
Jan · Post
W-2s Are Out — Let's File
Fast, accurate, local. Book your spot today.
[YOUR LOGO][YOUR PHONE]

Each month includes 10 formats: IG post, story, reel cover, Facebook banner, flyer, text-message graphic & more.

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Season graphics
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Email templates
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Ad templates
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Funnel templates
Client projector

What happens when the marketing is done for you?

Slide the levers the Vault gives you and watch your season fill up.

Posts per week (graphics)4
Contacts on your list (emails)150
Monthly ad budget (ad templates)$150
Your fee per return$275

Illustrative 14-week season projection using conservative conversion assumptions. Your results depend on market and follow-up.

Projected new clients this season
22
Leads generated
62
Revenue
$5,993
That's 62× the $97 vault — and you only need one client to break even.
Add the Vault → $97
Say yes today and also get

3 bonuses — $0 extra

$97 value
Text/SMS Script Pack

Appointment reminders, doc-chasing, review requests and re-books — 40 copy-paste texts.

Included free today
$147 value
Google Business Profile Playbook

Rank for 'tax preparer near me' in 30 days with a free listing. Step-by-step with screenshots.

Included free today
$97 value
Content Calendar + Hashtag Bank

Every post for 12 months already scheduled. Just drag the graphic in and hit publish.

Included free today
Real offices, real results

They posted. The phone rang.

"I posted the January graphics and booked 11 appointments the first week. I hadn't even finished the course yet."
LM
Latasha M.
Lakeland, FL
11 bookings · week 1
Average rating
4.9/ 5 from 2,400+ preparers
Fast File Pro Tax Marketing Vault bundle — graphics, email, ad and funnel templates
Instant access
Lifetime updates
Everything in the vault

Your entire season's marketing — done.

  • 120+ editable season graphics (12 months)
  • 36 email templates, ready to send
  • 24 ad templates for FB, IG & Google
  • 6 plug-and-play funnel templates
  • 12-week marketing strategy playbook
  • SMS script pack (40 texts)
  • Google Business Profile playbook
  • Content calendar + hashtag bank
$497$97
Add the Vault → $97
Total value

Let's add it all up

  • 120+ tax season graphics (12 months, editable Canva)$397
  • 36 email templates (season, referral, off-season)$297
  • 24 ad templates (FB, IG, Google, retargeting)$247
  • 6 done-for-you funnel templates$497
  • 12-week Tax Season Marketing Strategy$297
  • Bonus: Text/SMS script pack$97
  • Bonus: Local Google Business Profile playbook$147
  • Bonus: Content calendar + hashtag bank$97
Total value$2,076
Add to your order today$97
Yes! Add the Vault → $97

One-time payment · Instant access · 7-day refund guarantee

Questions? Answered.

7-Day

"First Client" Guarantee

Brand the graphics, send the first email, run the first funnel. If you don't believe this will bring you clients, email us within 7 days for a full refund. Keep the bonuses.

Add the Vault → $97

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