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 communications with pre-written, customizable reminders and updates you can schedule months in advance.

Centralize

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

Nuture

happy clients into active referral sources by staying in touch–and top of mind–throughout the year.

Measure

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

Automate

personal touchpoints, so you never miss a birthday, anniversary, or other important milestone.

A Better Approach, From Start to Five Stars

1

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

2

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.

The Happy Birthday Email

It's true—this is one of our all-time, top-performing templates. Staying top of mind can be as simple as remembering a birthday.

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Avoid Small Business Audits

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

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Quarterly Tax Deadline: June 15

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

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The Check-In

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

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Tax-Free Retirement Income Strategies

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

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3

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.

4

Your keep-in-touch 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.

APR
MAY
JUNE

Tax Season Reminder - March

Review and Approve

Quarterly Tax Deadline: Apr. 18

Review and Approve

Teen Summer Jobs & Taxes - 2022

Review and Approve

Informative

21 Questions About 2021 Taxes

Sent

Informative

Accounting Terminology 101

Sent

Holiday

Happy Mother’s Day

Sent

Keep-in-Touch

Reminder to Notify of Life Changes

Scheduled

Informative

Post-Tax Day FYI - IRS Audits

Scheduled

Deadline

Quarterly Tax Deadline: June 15

Scheduled

5

Metrics that matter―and your contacts like you’ve never seen them.

See exactly who engages with your emails and enhance contact profiles as much or as little as you like. Levitate Tags and Key Facts make it easy to segment outreach and remember the little things.

6

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.

Let's get you scheduled.

Let's get started.

Or give us a call at 888-253-7050

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