The Only Tax Platform With a Built-In Marketing Engine.
Referral programs, holiday gifts, early bird discounts, loyalty rewards — create campaigns in 5 minutes with pre-built templates. Promo codes, audience targeting, automated delivery, and ROI analytics. No external marketing tools needed.
The Problem: CPA Firms Don't Market to Existing Clients
December rolls around — you could send a holiday gift campaign to 80 done clients, but writing 80 emails is a full day's work. A loyal 5-year client doesn't know they could refer a friend for $50 off. External marketing tools aren't connected to your practice data. They don't know who's done, who's returning, or who's new. So you don't do it — and clients go elsewhere instead of referring friends.
The Solution: Campaigns That Know Your Practice
TaxScout's Campaign Engine is native — it knows which clients are done, which are new, which are returning, and targets them automatically. Select a template, everything pre-fills. Promo codes are generated and work at checkout. Pipeline-triggered campaigns run forever without manual intervention. Set it up once, grow your firm on autopilot.
6 Pre-Built Templates — Select, Customize, Launch
Pick a template and everything pre-fills — name, discount, audience, email copy, and scheduling. Edit anything or accept defaults. Launch in under 5 minutes.
Audience Targeting — Not Spray and Pray
| Target | Who Gets the Email | Use Case |
|---|---|---|
| All clients | Every client with an email | Tax Season Kickoff, announcements |
| Done (current year) | Clients whose returns are filed | Holiday Gift, referral ask |
| Returning clients | Clients with 2+ years of history | Loyalty Reward |
| New clients | First-year clients | Welcome discount |
| Custom segment | Filter by years, return types, stages | Targeted promotions |
3 Delivery Modes
Pipeline-triggered campaigns are the most powerful — set it up once and it runs forever for every new client.
Gift Tax Prep — Viral Client Acquisition
Client completes their return and sees the Gift Widget in the portal
They fill in the recipient's name, email, and a personal message
Client pays for the gift via the portal
Recipient receives an invitation email with a unique promo code
Recipient uses the code at checkout — 12-month expiry with auto-refund if unredeemed
Client gifts → new client → also gifts → more new clients. Organic growth loop.
Campaign Dashboard
No Competitor Has This
No CPA practice management platform has a built-in campaign engine. Others require external marketing tools that aren't connected to your client pipeline data.
| Feature | TaxScout | TaxDome | Canopy | Karbon |
|---|---|---|---|---|
| Built-in campaign engine | ||||
| Promo codes backed by payment provider | ||||
| Pipeline-triggered campaigns | ||||
| Audience targeting (5 segments) | ||||
| Gift tax prep flow | ||||
| Campaign analytics + ROI | ||||
| Smart recommendations | ||||
| Portal campaign banners | ||||
| Email template preview |
How It Works
Pick a Template
Choose from 6 pre-built templates — Holiday Gift, Referral, Early Bird, Loyalty, Welcome, or Tax Season Kickoff. Everything pre-fills automatically.
Customize (Optional)
Edit the discount amount, audience, email copy, or scheduling. Or accept the defaults and launch immediately.
Choose Delivery Mode
Manual send, scheduled date, or pipeline-triggered automation. Pipeline-triggered campaigns run forever — every new client gets the offer automatically.
Promo Codes Auto-Generate
Each campaign creates a promo code that works at checkout. Supports percentage off, fixed amount, per-client limits, and expiry dates.
Track Results
Dashboard shows active campaigns, codes redeemed, revenue impact, and ROI. Smart recommendations suggest new campaigns based on your data.
vs. Competitors
No CPA practice management platform has a built-in campaign engine. TaxDome, Canopy, and Karbon require external marketing tools like Mailchimp or ActiveCampaign that aren't connected to client pipeline data. TaxScout's Campaign Engine is native — it targets clients automatically based on their pipeline status.
Frequently Asked Questions
6 templates: Holiday Gift (20% off), Referral Program ($50 off for both parties), Early Bird (10% off before Feb 1), Loyalty Reward (10-15% for returning clients), New Client Welcome ($25 off), and Tax Season Kickoff (5% off). Each pre-fills campaign name, discount, audience, email copy, and scheduling.
See Campaign Engine in Action
Book a 15-minute walkthrough and see how it fits your firm.