Josh Madigan, general manager of Mostad & Christensen, says the platform makes it easy for firms to distribute content. "We handle all the branding and digital distributions for our customer firms so their expertise in all the digital communication channels isn't required," he says.

There are such features as automated posting to Facebook, LinkedIn and Twitter with new content each week.

Mostad Marketing Cloud customers have access to client content, which include a monthly client newsletter, an article library, birthday e-cards and appointment reminders, and weekly tax tips. There is a library of client tax videos, with 2017 tax highlights available.

Cloud customers have access to automated email campaigns. There is also a Client Email Platform that can send email campaigns to targeted lists. It can be customized for firms and provides accounting-themed templates while campaign reporting can track who is opening your emails. There is email list management, including opt-ins and opt-outs, the ability to create multiple email lists and to personalize emails with client names.

The Starter package is priced at $39.95 billed month; the Pro version at $69.96 per month.