Levitate for Accounting Firms

Client happiness, delivered

Say goodbye to mass-blast marketing and boilerplate content. Build authentic relationships with your network through our full suite of tools, including tailored email and social content created with compliance in mind.

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Your one-stop-shop for turning happy clients into loyal advocates

With Levitate’s suite of tools, keep in touch with your network efficiently and authentically long after tax season is over.

Streamline email, text, and social media communications with pre-written customizable reminders, personal-feeling AI-created content, custom content and updates you can schedule months in advance.

Centralize contacts, meeting booking, and communications in a single app.

Nurture happy clients into active referral sources by staying in touch with ready-made or custom content plus handwritten cards.

Measure client satisfaction through our survey feature and leverage feedback in support of client retention efforts.

Automate personal touchpoints with simple tagging and workflows, so you never miss a birthday, anniversary, or other important milestone.

A better approach, from start to five stars.

White glove service comes standard

You have too much to do and not enough time to do it—that’s why we’re here. Your Success Specialist will onboard your team, develop your strategy, and serve as an ongoing marketing resource for your team.

“Being a Success Specialist lets me do my favorite thing: interact with people. I get excited helping CPAs maintain communication with their clients even outside of tax season—and it’s incredible to see the feedback they receive.”

—Kelli Davis, Accounting Success Specialist

Quality over quantity

Our recipe for the best email open rates in the marketing business? Fewer, more personal emails. Our library delivers three times average industry open rates*, with templates so simple and effective that you’ll wonder why you wasted so much time on that last newsletter.

Avoid Small Business Audits

Share seven tips for business owners on how to avoid getting audited.

Quarterly Tax Deadline: June 15

Let relevant clients know it’s time to pay their quarterly estimated taxes.

The Check-In

Our two favorite ingredients—short, and sweet—make this a tried and tested winner.

Tax-Free Retirement Income Strategies

Let clients know tax-free retirement income is possible with the right strategy--and your expert help.

With us, it's personal

Our platform uses your everyday email server (like Outlook or Gmail), so your message skips the Promotions folder and looks like a truly personal email.

Your content calendar

Get personalized content recommendations you can review and approve months in advance with the click of a button. Not interested in one month’s recommended content? Not a problem–we make it easy to drag, drop, and schedule other relevant templates.

March

April

May

Keep in Touch

National Financial Planning Month

Deadline

Quarterly Tax Deadline: Apr. 18

Informative

Teen Summer Jobs & Taxes - 2023

Informative

22 Questions About 2022 Taxes

Informative

Accounting Terminology 101

Holiday

Happy Mother’s Day

Keep in Touch

Reminder to Notify of Life Changes

Informative

Post-Tax Day FYI - IRS Audits

Deadline

Quarterly Tax Deadline: June 15

Get face-to-face with your network.

Get rid of yet another single-use application, and use our meeting booking feature to convert digital communications into face-to-face interactions.

Content Calendar

Let's get started!

We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.

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