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Pre-season recall, year-end planning offers, and bookkeeping cross-sell campaigns. Pre-built playbooks for solo and small-firm tax practices.
Tax clients don't think about you until February. By then, they're either sitting in your office or at H&R Block. The firms that win every year mail in November and again in early January, before any of the chains start their drumbeat. Year-end planning offers (estimated taxes, retirement contribution review, bookkeeping cleanup) generate revenue in the slow Q4 window and seed referrals into January.
Pre-Season Recall — 2 waves November and early January
"Schedule your year-end check-in before the deadlines hit." Photo of you, last-year-prepared count, QR to scheduling. Mailed to all prior-year clients.
Pre-loaded scripts for year-end planning outreach. Estimated tax review, Q4 retirement contributions, S-corp / sole-prop year-end cleanup.
"We're booking 1040 appointments — reserve your slot before April." Different angle, urgency-driven. New return offer for prospects in the same neighborhood as your existing clients.
Four design styles, all themed for tax pros and cpas and ready to customize. Just pick the look that matches your brand.
Bold
Photo
Minimal
Gradient
Choose "Pre-Season Recall," "Year-End Planning," or "Bookkeeping Cross-Sell." Wave timing, copy direction, and call scripts come pre-configured.
Pull from UltraTax, Drake, ProSeries, Lacerte, ProConnect, or your CRM. Last year's 1040 clients + S-corp + partnership clients are the recall list. Add a prospect list of homeowners or business owners in your service area for new acquisition.
Postcards print and drop into USPS within 1–2 business days. QR scans drop into your call queue.
Pre-loaded scripts for year-end planning, return appointments, and bookkeeping cross-sell. Log outcomes and book scheduled appointments.
Single highest-ROI campaign. Mail in early January to everyone you prepared a return for last year. 65–80% of prior-year clients rebook when prompted; that drops below 50% if you wait until February.
Estimated tax review, retirement contribution check-in, S-corp distribution planning. High-margin Q4 work that fills the November-December dead zone.
1040 clients with side-business income (Schedule C, K-1) are warm bookkeeping leads. Mail mid-year (June-July) with a "monthly bookkeeping from $X" offer.
Mail to recent home-buyers in your zip codes with a "new-to-the-area? need a CPA?" card. Converts at 0.8–2% but high lifetime value once they're in the door.
A typical solo CPA / EA with 200 prior-year 1040 clients. Here's the math on a 2-wave pre-season recall:
200:1 ROI on a single pre-season campaign — before referrals or new-mover acquisition.
Run your own numbers in the ROI calculator.
Free to explore — you only pay when you're ready to send. 30-day money-back guarantee.
Single-wave postcard campaigns · Unlimited contacts · From $1.05/piece
Everything in Free + calls, sequencing · From $0.79/piece
Per-piece pricing includes printing + USPS First-Class postage. Full pricing details →
PostKnock also works for
Specific tax pros and cpas campaigns
PostKnock tax / CPA postcards start at $1.05 per 4x6 postcard on the Free plan and drop to $0.79 on Pro. No setup fees, no minimums, no contracts. Pricing includes printing and USPS First-Class postage.
Two windows: November 10–20 for year-end planning, and January 5–15 for return-prep appointments. The early January drop is the highest-ROI mailing of the year for most tax firms.
Yes, but with a different cadence. New-mover lists in your zip codes convert at 0.8–2% — lower than recall, but each new client is worth $1,200–$3,000 in lifetime value (1040 + side schedules + likely referrals). The math works.
UltraTax, Drake, ProSeries, Lacerte, ProConnect, and TaxDome all support client list export to CSV. Pull names, addresses, and the engagement type (1040, S-corp, partnership) so you can segment year-end vs. season recall offers.
Standard advertising rules apply: include your name, firm name, and city. CPAs licensed in their state must follow state board advertising rules (no false claims, no guaranteed outcomes). EAs follow Circular 230. PostKnock templates leave space for required disclosures.
No — that creates compliance risk and dates the card. Stick to evergreen messages: "Your 2025 return," "Year-end planning before December 31," "Schedule your appointment before April." Keep the offer specific (free 30-min consult) without making tax-position claims.
"Free 20-minute new-client consultation" or "$50 off your first 1040 return" both work. Avoid deep discounts — tax clients who chase $50 off are typically lower-quality and don't stick.
Three days after each postcard mails, the lead queue surfaces clients and prospects who scanned the QR. Pre-loaded scripts cover scheduling, year-end planning, and bookkeeping cross-sell. The follow-up call is what converts a scan into a booked appointment.
Stop guessing. Start running the cadence that actually works.
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1 ANA (Association of National Advertisers), Response Rate Report 2023, published February 2024.
2 US Bureau of Labor Statistics + industry trade association estimates, 2024.