Home / Marketing, Websites & Lead Generation for Firms
9 toolsWebsites, content, campaigns and lead capture built for accounting and tax firms, with AI writing the copy and answering the first question.
Nine tools, all with pages written to accounting firms, because the generic marketing platforms without one were left out on purpose. The firm-specific group: CountingWorks PRO ($150 a month) runs websites, marketing automation, CRM and a client hub on its MAX AI layer; Marketing by Numbers ($199 a month, AI Suite extra) publishes branded videos and articles to the firm site; BOMA (from $58 a month) runs email and social campaigns from a weekly content library with Content Assist AI; MYCPE ONE builds firm websites from $99 a month with an AI chatbot on every tier; Creative Marketing AI ($297) bundles a managed site, local SEO and Tara, an AI receptionist; and TaxBuzz lists tax pros in a consumer directory whose paid tiers put them inside its AI answers.
The builders round it out: 10Web ($10 a month) and B12 (free plan, $24 a month) generate a firm website from a description and keep an AI co-pilot for edits, and Tars sells a ready-made lead-capture agent for CPA and tax firm sites, free for 50 conversations a month. Prices are low and trials common here, so the better question is who writes the content — the library, the AI or you.
Featured spot open. Put your tool at the top of this category for $149/month.
Feature your toolAI website builder with an accountant landing page that generates a firm site from a text description and edits it with an AI co-pilot.
AI: AI-powered website generation; AI Co-Pilot for website editing; Redesign, Cloning and Figma agents; monthly AI credits per plan
AI website builder with an accountants page that drafts a firm site in a minute and adds client intake, scheduling and invoicing.
AI: AI builder drafts the site in 60 seconds; visual editor with AI chat; AI content creation; AI Agent and Orchestra; Website Generator GPT; monthly AI credits per plan
Email and social campaign platform for accounting and bookkeeping firms with a weekly-updated content library and lead capture forms.
AI: Content Assist AI writes and edits email campaigns and blog posts and personalises content-library articles to the firm's tone; AI prompt library
Website, marketing automation, lead capture, CRM and client-hub platform for tax and accounting firms, run on its MAX AI layer.
AI: MAX AI layer: MAX Practice Intelligence, MAX Marketing Autopilot, MAX Automations; AI Workflows and AI Skills (Client Reply Drafting, Document Chase, Proposal Follow-Up, Review Request Workflow)
Managed website, local SEO and social posting service for accountants and CPAs that bundles an AI phone receptionist in every plan.
AI: Tara, the AI receptionist (answers calls, books appointments, missed-call handling, form follow-up, human handoff); automatic customer follow-up / client automation
Thought-leadership marketing platform built only for accounting firms: branded videos, articles and email published to the firm site, with an AI Suite.
AI: AI Suite add-on: Content Wizard, Topic Planner, AI Writing Assistant and AI Interview Assistant, plus content monitoring
Website design and digital marketing service for CPA and accounting firms, with an AI chatbot trained on the firm's site on higher tiers.
AI: AI-powered chatbot trained on the firm's website content and uploaded documents (Advanced tier and up); GEO/AEO optimization for AI-generated search results (add-on)
Conversational AI agent platform with a ready-made lead-capture agent for CPA and tax firm websites that qualifies visitors and books consultations.
AI: Conversational AI agents (Agent Builder, Knowledge Base, AI Evaluation, AI Analytics, Categorizer); pre-built Accounting Firm Lead Capture Agent with service routing and consultation scheduling
Consumer directory where tax pros list a profile, collect reviews and get matched to taxpayers, with paid tiers that put the pro inside its AI answers.
AI: TaxBuzz Ai: paid pros are eligible for 'Ai prompt inclusion' and featured answers in the Ai chatbot ('Answered by [Name, EA/CPA]'); consumer-facing specialized Ai tax agents are marked Coming Soon
9 of the 9 tools post a price. Among the 6 with a flat monthly price, the range runs from $10/mo (10Web) to $297/mo (Creative Marketing AI). Priced differently: B12 free plan, then $24/mo; Tars free plan, then $499/mo; TaxBuzz free plan, then $49/mo.
Free trial: 10Web, BOMA, Creative Marketing AI and MYCPE ONE Websites. Free plan: B12, Tars and TaxBuzz. The other 2 start with a demo or a quick signup.
10Web, B12, BOMA, CountingWorks PRO, Creative Marketing AI, MYCPE ONE Websites and TaxBuzz are listed as a fit for a solo practitioner. The other 2 are built for small and mid-size firms.
Tools that name the segment on their own site: Solo practitioners 4; Small CPA firms 5; Bookkeeping practices 2; Tax offices 3; CAS practices 1. 4 of the 9 also sell to accounting practices generally.
Listings that name an integration or platform: 10Web (WordPress, Figma, Stripe, PayPal, Google Cloud, Cloudflare); BOMA (Xero, Zapier, QuickBooks Online, Karbon, HubSpot, WordPress); Creative Marketing AI (Google Business Profile, Facebook, Instagram, LinkedIn); Marketing by Numbers (Firm website). Integrations change often; confirm with the vendor before you buy.
On Oct 29, 2026, against each vendor's own site and pricing page. Vendors change plans often; anything a reader or vendor flags is fixed, usually the same day. Corrections: support@aiforaccountingpractices.com.