Levitate makes it so easy to send out all types of communications to clients, which used to take a lot of time to put together. Now, I just push a button. It helps me look intelligent, informed, and current to contacts, with the content created and provided as part of the package. I couldn’t run my business without Levitate!

Diana Kahn, The Financial Pharmacist

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.


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


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


happy clients into active referral sources by staying in touch with ready-made and custom content written by accounting experts.


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


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.

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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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 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.



Tax Season Reminder - March

Review and Approve


Quarterly Tax Deadline: Apr. 18

Review and Approve


Teen Summer Jobs & Taxes - 2023

Review and Approve


22 Questions About 2022 Taxes



Accounting Terminology 101



Happy Mother’s Day



Reminder to Notify of Life Changes



Post-Tax Day FYI - IRS Audits



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.

Let's get you scheduled.

Let's get started.

Or give us a call at 888-253-7050

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