Pre-Qualified CPA Leads for Your Growing Practice

Managing a successful accounting and tax preparation practice requires a whole lot more than simply making the numbers work. Before you can pick up your calculator, you need clients. Finding leads might not come as easily as finding exemptions, which is where TaxGlobal comes in. 

With TaxGlobal’s pre-qualified CPA leads, you can generate more business while keeping your costs at a minimum, allowing you to scale your practice. See for yourself the lead generation capabilities our platform offers!

Know more

Scale your business with our
accounting lead generation

  • Access a wealth of leads ready to do business

    Ordinary taxpayers around the country join TaxGlobal because they’re ready to get help with their taxes. That’s where you come in. Whether you’re matched through our sophisticated matchmaking functions or see a question in the community feed that you know exactly how to answer, you’ll get many chances to introduce yourself to customers.

  • AI-powered lead generation directing clients to you

    When it comes to connecting with clients, it doesn’t pay to be a wallflower. Instead, let the TaxGlobal AI-powered matchmaker lead you right to people who are looking to build a relationship with a CPA offering the same services as you. 

  • Begin working with leads immediately on the platform 

    Once you’ve matched with a lead, you can start working with them right away, without leaving the TaxGlobal platform. Everything you need to do business is at your disposal: messaging, document storage, DocuSign integration, invoicing, outsourcing, and other features built to make running your practice easier. 

  • Track their position in the funnel with lead dashboard 

    If there’s one thing any talented CPA is good at, it’s staying organized. TaxGlobal makes organizing and tracking your leads in the funnel easy with a streamlined, easy-to-understand dashboard. When you understand where your leads are in the process, you get clearer insights into how to turn a lead into a customer. 

  • Enjoy a lower minimum lead spend than popular platforms 

    While other platforms like LinkedIn and Facebook can cost you roughly $500 as a minimum on lead spend, TaxGlobal can give you more streamlined leads for half that with a minimum lead spend of only $250.

See what reviews are saying about
TaxGlobal lead generation

Industry experts, national publications, and CPAs just like you have seen the benefits of TaxGlobal. Learn how your fellow CPAs have used lead generation in TaxGlobal to boost their businesses! 
  • *****
    The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.
    Kinjal Buch, CPA
  • *****
    As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.
    Kevin P, CPA
  • *****
    Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.
    Brian Jackson, CPA

How to use TaxGlobal’s CPA lead
generation

  • Step 1

    Register for a TaxGlobal account

    TaxGlobal comes with subscription plans to suit CPAs with practices of all sizes. Once you’ve made your account, you can start connecting with clients who are eager to meet CPAs just like you! 
  • Step 2

    Match with clients looking for your services

    As soon as you create your profile to highlight your areas of expertise, the TaxGlobal matchmaker goes to work for you. With the speed and sophistication of machine learning, the matchmaking feature will find TaxGlobal users who need CPAs who do what you do best. 
  • Step 3

    Connect with more leads in the community feed

    Our matchmaker isn’t the only way you can reach out to clients. Using MyFeed in TaxGlobal, you can respond directly to posts that potential customers have created or shared. Engaging with other users in the feed is a great way to introduce yourself to your next client.
  • Step 4

    Track lead statuses on your dashboard

    After you’ve started matching with and messaging clients, you can watch the leads coming in over on the TaxGlobal lead dashboard. This lets you track the relevant details about a customer, including their profile information, previous interactions, and their deal size. 
  • Step 5

    Work with new clients entirely on the platform

    Instead of building your relationships with clients over different platforms, you can do everything on TaxGlobal. From matching with leads to messaging with clients and even sending invoices, you can manage all aspects of your business on TaxGlobal. 

Benefits of lead generation for
accounting firms

  • TaxGlobal wants to direct business to you 

    Why spend the time and money to create ads for social media or plaster your face on the side of a bus when TaxGlobal wants to direct prospective clients right to your virtual mailbox? The TaxGlobal AI-powered matchmaking service connects you directly with the taxpayers already warmed up to do business! 

  • Never worry about leads going cold 

    We get it: running a tax practice is a lot of work. It’s easy to let certain tasks fall through the cracks. With TaxGlobal, following up on leads doesn’t have to be one of them. Our dashboard allows you to view every lead at every stage of the funnel, take a bird’s eye view of every interaction, and receive notifications whenever a client contacts you. 

  • Easily scale up your tax accounting practice

    Using TaxGlobal’s robust matchmaking features, you know that you’re connecting directly with clients who are receptive to your services. With the TaxGlobal dashboard as your go-to resource, you can learn more about your potential customers’ patterns and preferences, empowering you to proactively reach out with messaging that is more customized to their needs. 

FAQs about lead generation with
TaxGlobal

  • What is the best way to generate leads as a CPA?

    The best way to get business as a CPA is through referrals and word-of-mouth, and you no doubt already have clients rolling in that way. However, new leads can be hard to find, which is why TaxGlobal offers pre-qualified lead generation. Instead of investing time and money in media that might not reach clients who need your specific expertise, you can have leads land right in your dashboard.

  • How should I go about tax preparation marketing?

    Marketing yourself as a CPA can be difficult with everything you have to juggle, which is why many automate marketing tasks with software. But why invest in multiple platforms when you can get everything you need for marketing from TaxGlobal? With TaxGlobal, let the leads come to you.

  • How are leads pre-qualified by TaxGlobal?

    When taxpayers are onboarded to TaxGlobal, their information is reviewed by our matchmaking AI. Using machine learning, we match these taxpayers with CPAs who are ready to address their specific needs—CPAs just like you.

  • Is there a way to generate more leads?

    You can also introduce yourself to prospective clients by making a splash in the TaxGlobal community feed. Creating and sharing content is a great way to promote yourself, and you can also jump in by responding to other users’ posts.

  • How do I get started with TaxGlobal accounting lead generation?

    Visit the TaxGlobal website to sign up and find the right subscription plan for your business! If you have any questions, you may reach the TaxGlobal team at info@taxglobal.com.

Check out the other features of our
full-service platform

Start capturing more CPA leads with TaxGlobal today!

Through TaxGlobal, you can find CPA leads that will help you build your business with customers who need your services.

Bringing a range of qualified leads right to your fingertips starts with TaxGlobal. We’ll match you with the taxpayers who need you most, so you can rest assured that you’re only connecting with customers who are receptive to your services. Using our dashboard, you can understand exactly where potential customers are in their process, giving you what you need to customize your outreach.
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