The Marketing Portal

Communicate the benefits of cloud accounting software to clients

With QuickBooks marketing campaigns and asset library, the marketing portal is the perfect resource for engaging with clients and educating your teams.

Easy, efficient, innovative

Campaigns Asset Library

This campaign builder allows you to make professional marketing campaigns to promote your products and services, build your brand and deliver measurable results, simply add your details and the portal will do the rest. Each campaign consists of a variety of print, online and social assets all that are duel brandable just for you. The campaigns available are:

Making Tax Digital Campaign

Available to silver ProAdvisor’s and above

Make sure you and your clients are ready for Making Tax Digital for VAT. QuickBooks is providing you with a variety of ready-made assets to share with your team and small business clients, giving them full-confidence you will help them get ready for Making Tax Digital for VAT. Not only will the assets show your existing clients you are here to help but will also allow you to gain new clients and help support them through their MTD journey.

Switch your Clients from Spreadsheets to Online Software

Available to silver ProAdvisor’s and above

QuickBooks is providing you with a variety of ready-made assets to share with your small business clients showing how easy it is to make the switch from Excel to using cloud accounting software. The assets will support you in promoting the benefits of using online software.

The purpose of this campaign is to share these assets with your small business clients showing how easy it is to make the switch from Excel to using cloud accounting software. The assets will support you in promoting the benefits of using online software.

Showcasing Yourself as a Business Advisor

Available to gold ProAdvisor’s and above

More than just doing your clients books. QuickBooks is providing you with a variety of ready-made assets to share with your small business clients showcasing the additional services that you can offer. The assets will support you in promoting how these services will support them in managing and growing their business.

Direct new or existing clients to your webpage to showcase the additional services that you can offer and what it means for them as a small business.

Making Tax Digital for VAT Event

Available to gold ProAdvisor’s and above

Host your own MTD event for your small business clients and promote it through the assets within the event campaign.

Client onboarding

Available to platinum ProAdvisor’s

QuickBooks is providing you with a dedicated landing page and a series of 6 emails to share with your clients to showcase the benefits of using QuickBooks and key actions they should be taking during the first few months.

Use these assets to promote the benefits of cloud accounting. The landing page in particular should support you in having more meaningful conversations about what is on offer to them.

The QuickBooks asset library contains everything you need to know from E-Books on how to price your services, small business facing flyers and videos that can be uploaded to your website. There is also support guides to share within your firm on how to promote the benefits of QuickBooks and also help with how to recruit in this digital savvy world. As you move through the ProAdvisor tiers you unlock new assets just for you.

Introduction to value pricing

Making Tax Digital marketing kit

Getting you and your clients ready for the digital revolution

Self employed marketing guide

Why you'll love QBO

Why you'll love QBSE (accountant)

Why you'll love QBSE (client)

Platinum ProAdvisor badge

To get access to the campaigns and asset library please log into the ProAdvisor tab within your QuickBooks online account.

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