Social Planner

Plan once. Post everywhere. Stay consistent—without the stress.

Keeping up with social media shouldn’t feel like a full-time job. Our Social Planner helps you schedule, organize, and manage your posts in advance so your brand stays active, visible, and on point—every single day.

Why Use the Social Planner?

Consistency is the secret sauce of social growth, but posting manually can be exhausting. With Social Planner, you can focus on creating great content while we handle the timing.

Schedule posts days or

weeks ahead

Maintain a consistent

online presence

Save hours

every week

Never miss an

important date

or campaign

A Unified Social & CRM

Strategy That Convert

  • Plan, Schedule & Forget: Use the Social Planner to map out your entire month of tax tips and authority-building content across Facebook, Instagram, LinkedIn, and Google Business Profile in one sitting.

  • Capture Leads from Content: Automatically sync comments and DMs from your social posts directly into your CRM pipeline, ensuring no potential client is left unanswered.

  • Visual Marketing Calendar: Get a high-level view of your marketing "drumbeat." Coordinate your email blasts with your social media posts to stay top-of-mind during peak tax season.

  • Asset Library & Templates: Store your high-performing tax graphics and video clips within the CRM for easy reuse, keeping your firm’s branding consistent across every platform.

TAX GROUP PROS

Atlanta, Georgia