Marketing automation for tax advisers

It's software that does the repeating work of marketing a tax practice: planning topics around the tax calendar, writing blog and social posts that explain changes and deadlines, making pictures and publishing on schedule.

With cmo.so, Maggie does all of it from your firm's website, and nothing goes out until a person at your firm approves it.

Tax advisers get more clients online by explaining the changes and deadlines people search for, clearly and quickly, on their own website, LinkedIn and Google Business profile, so they're found when someone needs help.

Maggie writes those explainers every week for your specialisms, and Search Console in cmo.so shows which ones bring people to your site.

It is safe when a qualified person reviews every post before it is published. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break financial rules as a draft with a suggested rewrite.

Content Policy Guard gives AI suggestions, not legal or compliance advice. It does not make a post compliant with your professional standards on its own, and your firm stays responsible for what it publishes.

Posts start from your website, your brand profile and the topic you approve, but tax rates and thresholds change, so a qualified person should check every figure before approving.

You can edit any number in a draft, and Maggie learns from your edits. You can also ask for figures to be left out and link to the official source instead.

Add your own rule to Content Policy Guard, such as no post may read like advice on someone's own tax affairs or promise a saving, and a post that may break it is held as a draft with a suggested rewrite.

Your brand profile can also set the tone: general explainers that invite readers to get in touch about their own situation.

They can follow it quickly. Once the Budget is announced, tell Maggie which changes matter to your clients and the drafts arrive with pictures for you to check.

Before the Budget, she can queue general posts on what to review before the tax year ends, so your channels aren't quiet while you wait.

Most start with their own blog for explainers people search, LinkedIn for business owners and referrers, and Google Business for people looking for a local adviser.

You can connect more channels at any time; each has its own posting times and queue, and one idea can become a post for every channel, written in each one's style.

There's a free plan with no card needed. Paid plans are per website and billed monthly: Air at £15 a month covers two posts a day, which suits most small practices, and Pro at £45 a month suits a growing firm on several channels.

Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.

No, there's no need to. cmo.so works from your public website and the brand profile you check, and it doesn't connect to client record systems.

cmo.so never sells or rents your data, and Search Console data is never used for advertising or to train AI models.

It can, from one brand profile that lists all your services. Maggie plans topics across them, so tax explainers and accounts posts each get their turn.

If the tax practice has its own website, add it to the same account with its own brand profile, channels, schedule and approvals.

Yes. In Me → Team you can add people and choose what each can see or change, using presets such as editor or manager.

So a partner can approve LinkedIn posts while a senior adviser checks the figures in each blog post.

cmo.so publishes to WordPress, Shopify, Wix and Webflow, and to any other website through the cmo.so API.

Each post is reported back with its link once it is live.