Free for accounting & bookkeeping firm owners
The AI Marketing Stack for a Modern Accounting Firm
The apps we rely on to run marketing in 2026 — and the ones that look smart but slow you down.
Tools in and outReal pricesPlain EnglishFree
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The ones we'd use
What each one is for, in a sentence.
What they cost
Real prices, not “contact sales”.
The ones we'd skip
Save yourself hundreds of hours and thousands of dollars avoiding these.
Where we'd start
If the firm has only ever had referrals.
Who this is for
This is for you if…
The firm runs on referrals and you'd like something ticking along beside them
You're wearing the marketing hat on top of every other hat
You've got a marketing person, and you want your own view on the tools first
You'd like a straight answer from someone who has spent the money
A note from Bren
Every tool in here is one we use, or have watched work inside a real firm.
I'm Bren Ward, Co-founder & CMO at Wize Mentoring. Nothing in here is sponsored and there are no affiliate links.
300+
Firms supported worldwide
Several
Tools reviewed, in and out
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Affiliate links or sponsors
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