Marketing Software for CPAs & Accounting Firms (2025)

Best marketing tools for CPAs targeting business owners. Compare AI prospecting, client acquisition platforms, and compliance-aware marketing automation for accounting practices.

Last reviewed: 1/8/2025

CPAs and accounting firms need marketing tools that help them identify business owners requiring accounting services, tax planning, and financial advisory support. These platforms must handle the professional service nature of accounting while enabling systematic client acquisition.

Quick Verdict

  • •AdvisorX AI identifies business owners visiting accounting content with 50% identification rates, focusing on companies needing professional accounting services
  • •Twenty Over Ten creates authority-building websites that position CPAs as trusted business advisors beyond basic tax preparation
  • •Snappy Kraken provides sophisticated email nurturing for tax planning, business advisory services, and year-round client engagement
  • •LinkedIn Sales Navigator enables targeted prospecting of business owners based on company growth stage and accounting needs
  • •Combine visitor intelligence with educational content about tax strategy, business advisory services, and financial planning for optimal results

Tool Comparison

ToolCategoriesEmailLanding PagesAutomationCompliancePricing
AdvisorX AI

AI-powered business owner prospecting with 50% visitor identification rate

AI ProspectingVisitor IntelligenceLead Generation
✓—✓✓$999-4,499/month
FMG Suite

Comprehensive marketing suite with built-in compliance tools

Marketing SuiteEmailWebsiteCompliance
✓✓✓✓Tiered; contact for pricing
Snappy Kraken

Email marketing and campaign automation for financial advisors

Email MarketingCampaignsAutomation
✓✓✓✓Starting at $99/month
Twenty Over Ten

Website design and SEO optimization for financial advisors

Website DesignSEOContent Marketing
—✓—✓Custom pricing
LinkedIn Sales Navigator

Advanced LinkedIn prospecting and lead generation tool

Social SellingProspectingLead Generation
——✓—$79.99/month

✓ = Available, — = Not available or not applicable

Pricing and features may change. Visit each tool's website for current information.

Who Each Tool Is Best For

AdvisorX AI

AI-powered business owner prospecting with 50% visitor identification rate

AI ProspectingVisitor IntelligenceLead Generation

Pricing: $999-4,499/month

FMG Suite

Comprehensive marketing suite with built-in compliance tools

Marketing SuiteEmailWebsiteCompliance

Pricing: Tiered; contact for pricing

Snappy Kraken

Email marketing and campaign automation for financial advisors

Email MarketingCampaignsAutomation

Pricing: Starting at $99/month

Twenty Over Ten

Website design and SEO optimization for financial advisors

Website DesignSEOContent Marketing

Pricing: Custom pricing

Frequently Asked Questions

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Related Topics

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