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Perplexity

AI marketing for tax prep chains

Your locations open in January to a market that forgot you existed in May. Flo keeps every one of them present through the eight months the lights are off.

MoFlo holds the chain as one brand with every location underneath it, each on its own schedule and settings.

Per location, all twelve months.

5,464

offers in compromise the IRS accepted in FY2025 out of 38,797 proposed1

18 hours

of continuing education a non-credentialed preparer needs for an Annual Filing Season Program record2

Twelve weeks of business, and eight months of silence

The model works and it also means every January starts from a standing start in every market. A chain that stayed visible through the autumn is booking appointments in the first week while everybody else is putting up signage.

Seasonal Invisibility

Eight months where the brand stops existing locally.

Preparer Credentials Vary

Different qualifications behind the same brand promise.

Locations Post Nothing

Franchisees with no content and a twelve week window.

Price Comparison

Competing with free filing software on the only visible variable.

Four apps, one chain, every location

Flo drafts per location on your standard, and nothing publishes until you approve it.

MoSocial

Per Location Calendars

A calendar per office, on that market and that team.

MoBlogs

What Changed This Year

Credits, thresholds and deadlines, written once for the brand.

MoMail

Last Year's Clients

The list that decides January, contacted in October.

MoReviews

Replies In Brand Voice

Answered per location, with no client detail anywhere.

What it publishes across the tax year

Built from filing deadlines and the months you are normally dark.

  1. Jan to Apr

    Filing Season

    Twelve weeks that carry the year, at full volume.

  2. May to Jul

    Notices And Amendments

    The problems that arrive after filing, which nobody markets to.

  3. Aug to Oct

    Extension And Planning

    The second deadline and the content that announces January appointments.

  4. Nov to Dec

    Year End Moves

    The decisions people can still make before the year closes.

What MoFlo accounts in other industries have measured

300% more social impressions in 60 days on a high tech account. An 85% reduction in prospecting time on a construction account. Ten minutes of daily outreach on a real estate account.

Other professional services firms we set up differently

A year-round practice and an enrolled agent run different setups, so they do not get this page.

Marketing by company size

The same platform, framed by how many people bill, not by what you advise on.

You have questions. We have answers.

The five that come up before a tax prep chain signs.

Why publish when we are closed?

Because January is decided in October. A location that has been visible through the autumn opens with clients who already know it is there, and one that goes dark starts the season from silence.

Our preparers hold different credentials.

Which the brand should be honest about. Representation rights differ sharply between an enrolled agent and a preparer with an Annual Filing Season Program record, and a chain can explain that plainly instead of implying they are equivalent.

How do we compete with free filing software?

Not on the simple returns, and not on price. On the returns where something happened, a house sale, a business, a notice, and content about those situations reaches the clients actually worth having.

Franchisees will not produce content.

They will approve it, which is a different job. That distinction is the whole reason location accounts sit empty in a twelve week business.

How is a tax prep chain priced?

MoMail is $79/mo and MoReviews $99/mo. MoSocial and MoBlogs are $149/mo each, and all four together are $299/mo, with a free week and no contract. The chain pays once, whether it runs eight storefronts or eighty.

Sources

  1. Internal Revenue Service, Collections, activities, penalties and appeals, Table 4-1, fiscal year 2025, page updated 5 June 2026, read 24 September 2026. Offers proposed and offers accepted are counted over the same period but are not the same cohort.
  2. Internal Revenue Service, Annual Filing Season Program, read 24 September 2026. The program is voluntary and confers only limited representation rights.

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Regular product updates included

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Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist