Intuit Marketing Hub
For accounting and tax pros
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All growth. No guesswork.
You go the extra mile serving your clients; let us do the same to help you land them.
Tap into our library of marketing resources and templates to grow your practice with less hassle and gain confidence at every stage—from setting your strategy to nurturing long-term relationships.
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Log in with your QuickBooks Online Accountant or Pro Connect Tax credentials.
Use these resources to kickstart your marketing efforts and learn how to build your brand.
Use these resources to showcase your accounting or tax services and attract clients you want.
Use these resources to smoothly add and educate your newest clients.
Use these resources to maintain your brand and nurture prolonged client relationships.
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How to turn your seasonal tax clients into year-long clients guide
Read Article
Set your strategy
Create Your Own Marketing Plan Guide
Download Guide
Set your strategy
How to Discuss Value Pricing with Clients
Watch Video
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QuickBooks Sales Sheets
Download Sales Sheets
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Grow Your Firm From Zero to 100 Clients
Watch Video
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Send Emails with Constant Contact (inc. ProAdvisor Discount)
Read Article
Set your strategy
Finding the Perfect Niche to Keep Your Practice Modern
Read Article
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Pay-by-Refund Marketing Kit
Download Kit
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How to Get Clients Started with QuickBooks Online Payroll
Read Article
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Tips to Network and Grow
Watch Video
Onboard clients
Engagement for QuickBooks Services (Letter Templates)
Download Templates
Stay connected
Happy Birthday (Email Template)
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Guide to Using Value Pricing to Grow Your Business
Download Guide
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Social Media Guide: Facebook, LinkedIn and Twitter
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How to Identify, Connect and Get Referrals
Read Article
Onboard clients
eSignature Client Handouts
Download Handouts
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End of Year Checklist (Email Template)
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About Us (Email Template)
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Set your strategy
2018 Billing Rate Survey: Billing Rates, Value Pricing and More
Read Article
Onboard clients
Guide to Onboarding Clients to QuickBooks Online
Download Guide
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2018 Billing Rate Survey: Best Sources to Find New Clients
Read Article
Onboard clients
QuickBooks New Client Checklist
Download Checklist
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Lead Generation Whitepaper for Prospects
Download Whitepaper
Set your strategy
2018 Billing Rate Survey: Rates by Region, Credential & Certification
Read Article
Stay connected
Email Signature (Template & Guide)
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Guide to Using Facebook to Build Your Practice
Download Guide
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Multi-Service Offering (Email Template)
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Guide to Generating a Stream of Online Leads
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Tax Problem Relief (Email Template)
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Ask for a Referral (Email Template)
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Stay Connected
Thank You for the Referral (Email Template)
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Tax Reform (Email Template)
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Stay Connected
Schedule an Appointment (Email Template)
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Improving the Online Presence of Your Tax Practice
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5 Biggest Mistakes Accountants Make When Running Google Ads
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How to Build a Strong Accountant Brand
Read Article
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4 Tips to Building a Better Facebook Business Page for Your Tax Practice
Read Article
Onboard Clients
QuickBooks Desktop to Online Conversion Checklist
Download Checklist
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Ask for an Online Review (Email Template)
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Pay-by-Refund Services (Email Template)
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Stay connected
Happy New Year (Email Template)
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Happy Holidays (Email Template)
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Missed You Last Year (Email Template)
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Stay connected
Pay-by-Refund for Clients (Email Template)
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5 Online/Social Communities for Tax Professionals
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Warning: Taking a Break After Tax Season Could Ruin Your Practice! (Asking for Referral)
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Accountant Tips for LinkedIn Profile
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Lessons from Millennials: How to Use Content to Grow Your Practice
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Onboard clients
4 Reasons to Have a New Client Checklist
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How to Refresh Your Firm’s Website for Tax Season
Read Article
Set your strategy
Tax Prep Fee Wizard
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Onboard Clients
Intentional Onboarding: Happy Clients and Happy Employees
Watch Video
Set your strategy
Leveraging Technology to Increase Engagements
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Set your strategy
Strategic Planning for Growth
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Creating Content for Social Media
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Onboard Clients
The Good, the Bad and the Ugly: Assessing and Onboarding New Clients
Watch Video
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Use Leave-Behinds to Get Ahead
Read Article
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How to Create Emails Your Clients Actually Want to Read
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7 Simple Steps for Launching a Successful Email Campaign
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How to Make New Connections at Your Next Professional Conference
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More Leads, More Growth with the Quickbooks ProAdvisor Program
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Become Your Firm's Marketing Expert with the Marketing Hub
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How to Get Reputation-Boosting Customer Reviews
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Other resources to help your practice run even better.
QuickBooks Online Accountant
Connect all your clients, training, and tools under one login.
Tax Pro Center
Keep up with the latest tax laws, news, tips, and trends.
ProAdvisor Program
Attract clients and learn new skills to become a more well-rounded advisor.
Intuit Accountants tax training
Find videos, live sessions, and other resources designed for beginner or advanced tax pros, plus earn CPE credits.
Get QuickBooks certified
Pass the certification exam in QuickBooks Online Accountant to list your firm for free on the Find-a-ProAdvisor directory.
Bring your clients online
Find resources to teach your clients how to onboard and work effectively in QuickBooks Online.
Call Sales: 1-800-459-5183
