Marketing Center

A substantial library of marketing resources to help you acquire and retain clients. Each resource supports graphic preview, caption, posting date, platform, instructions, call to action, copy and download.

Looking for what to market today? Open The Playbook →

The Playbook is your daily marketing calendar — a marketing idea for every day of the year, plus scheduled campaigns.

Social Media Templates

Ready-to-use Canva social media templates for Tax Cartel EROs. Open the resource in Canva, make your own copy, customize the design for your business, then download it for your own social media use.

Platform: Canva

365 Social Media Content Ideas for Tax Preparers

A full year of social media content ideas for tax preparers — one idea per day, January through December. Use it as a reference alongside The Playbook marketing calendar to keep your social media active all year.

Platform: All

Plan Your Week or Month — Weekly Content Calendar

A downloadable planning resource for EROs who want to create their own weekly or monthly marketing plan. This is a planning companion to The Playbook — not the primary daily marketing calendar.

Platform: All