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ERO Canva Content Library / Calls to Action

Calls to Action

Posts with a clear next step that invite prospective tax pros to reach out, book a call or learn more.

How to Customize Your Post

25 Calls to Action Templates

Click Customize in Canva to open your own copy, then use Copy message to paste the suggested caption with your post. Edit the message to fit your business before posting.

Calls to Action social post: Free Consult
Calls to Action

Free Consult

Book a Free Consultation

Customize in Canva

Suggested post message

Thinking about your own tax business? Book a free consultation. No pressure, just real answers about your goals and timeline.

Send us a message to schedule.

#FreeConsultation #TaxBusiness #StartYourBusiness #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Startup Guide
Calls to Action

Startup Guide

Get Our Startup Guide

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Suggested post message

Want the basics of starting a tax business in one place? Ask us for our startup guide covering PTIN, EFIN, software and bank products.

Comment or message us for your copy.

#TaxBusiness #StartupGuide #PTIN #EFIN

Instagram & Facebook post (4:5)

Calls to Action social post: DM Us START
Calls to Action

DM Us START

Message Us "START"

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Suggested post message

Ready to explore your own tax business? Message us the word START and we'll send you next steps.

It's that simple.

#TaxBusiness #StartToday #Entrepreneur #TaxPreparer

Instagram & Facebook post (4:5)

Calls to Action social post: Live Demo
Calls to Action

Live Demo

See the Software Live

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Suggested post message

See it before you decide. Ask us for a short live demo of the tax software and bank product workflow.

Message us to book a time.

#SoftwareDemo #TaxSoftware #TaxBusiness #TaxPreparer

Instagram & Facebook post (4:5)

Calls to Action social post: Save Your Spot
Calls to Action

Save Your Spot

Pre-Season Spots Fill Up

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Suggested post message

Getting set up before tax season takes time, so the earlier you start, the smoother your launch.

Message us to plan your start date.

#TaxSeason #TaxBusiness #PlanAhead #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Compare Costs
Calls to Action

Compare Costs

Free Cost Comparison

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Suggested post message

Already running a tax office? Send us your current software and fee setup and we'll put together an honest side-by-side comparison.

Message us to get started.

#TaxSoftware #CostComparison #TaxBusiness #TaxPreparer

Instagram & Facebook post (4:5)

Calls to Action social post: Stay Informed
Calls to Action

Stay Informed

Join Our Email List

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Suggested post message

Want seasonal checklists and tax business tips in your inbox? Join our email list.

Message us your email to sign up.

#Newsletter #TaxBusiness #TaxTips #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Refer a Tax Pro
Calls to Action

Refer a Tax Pro

Know a Future Tax Pro?

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Suggested post message

Know someone who's great with numbers and people? Send them our way. [Insert referral reward, if any.]

Tag them below or have them message us.

#Referral #TaxCareer #TaxBusiness #Opportunity

Instagram & Facebook post (4:5)

Calls to Action social post: Free Webinar
Calls to Action

Free Webinar

Launch Before January

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Suggested post message

Join our free live webinar on launching a tax business before January. [Insert date and time.]

Message us to reserve your seat.

#Webinar #TaxBusiness #StartYourBusiness #TaxSeason

Instagram & Facebook post (4:5)

Calls to Action social post: Startup Checklist
Calls to Action

Startup Checklist

Get the Startup Checklist

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Suggested post message

Know exactly where you stand. Ask us for our step-by-step tax business startup checklist.

Comment "CHECKLIST" or send us a message.

#Checklist #TaxBusiness #StartYourBusiness #TaxPreparer

Instagram & Facebook post (4:5)

Calls to Action social post: Ask Us Anything
Calls to Action

Ask Us Anything

Ask Us Anything

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Suggested post message

Got questions about starting a tax business? Costs, software, bank products, timelines: ask us anything.

Drop your question in the comments or our inbox.

#AskUsAnything #TaxBusiness #QandA #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Talk to An Owner
Calls to Action

Talk to An Owner

Hear From an Office Owner

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Suggested post message

Want to hear it from someone who's done it? Ask us to connect you with an office owner in our network.

Send us a message.

#TaxBusiness #RealTalk #Entrepreneur #TaxPreparer

Instagram & Facebook post (4:5)

Calls to Action social post: Start Early
Calls to Action

Start Early

The Real Deadline Is Fall

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Suggested post message

Want to open this tax season? Software setup, bank enrollment and EFIN processing all take time. Starting early makes January calmer.

Message us to plan your timeline.

#TaxSeason #EFIN #TaxBusiness #PlanAhead

Instagram & Facebook post (4:5)

Calls to Action social post: Personal Setup Help
Calls to Action

Personal Setup Help

Hands-On Setup Help

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Suggested post message

Setting up a tax office is easier with help from a real person. Ask us how we support new offices during setup.

Send us a message.

#TaxBusiness #Support #StartYourBusiness #TaxPreparer

Instagram & Facebook post (4:5)

Calls to Action social post: Name Your Biz
Calls to Action

Name Your Biz

Picking a Business Name?

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Suggested post message

Already dreaming up your tax business name? Share it with us and we'll talk through branding basics and next steps.

Message us your idea.

#BusinessName #Branding #TaxBusiness #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Are You Ready?
Calls to Action

Are You Ready?

Are You Ready to Launch?

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Suggested post message

Are you ready to launch a tax business? Ask us for our quick readiness questions to see where you stand.

Comment "READY" or send us a message.

#Readiness #TaxBusiness #StartYourBusiness #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Straight Answers
Calls to Action

Straight Answers

Straight Answers on Pricing

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Suggested post message

Want real numbers? Book a call and we'll walk you through what it costs, what's included and what's optional.

Message us to schedule.

#Pricing #Transparency #TaxBusiness #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Save This Post
Calls to Action

Save This Post

Save This for Tax Season

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Suggested post message

Save this post! [Add the tip or checklist this post pairs with.] You'll thank yourself when tax season starts.

Tap save and share it with a friend.

#SaveThis #TaxSeason #TaxTips #TaxPrep

Instagram & Facebook post (4:5)

Calls to Action social post: Tag a Future Boss
Calls to Action

Tag a Future Boss

Tag Your Future-Boss Friend

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Suggested post message

We all know someone who should own a business. Tag them below. Sometimes a nudge is all it takes.

#TagAFriend #FutureBoss #TaxBusiness #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Off-Season Advantage
Calls to Action

Off-Season Advantage

Start in the Off-Season

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Suggested post message

The off-season is the best time to start a tax business. Time to learn, set up and market before the rush.

Message us to get started.

#OffSeason #TaxBusiness #PlanAhead #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Live Q&A
Calls to Action

Live Q&A

Join Our Live Q&A

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Suggested post message

We're going live to answer your questions about starting a tax business. [Insert date and time.]

Set a reminder and bring your questions.

#LiveQandA #TaxBusiness #Entrepreneur #TaxPreparer

Instagram & Facebook post (4:5)

Calls to Action social post: January Books Fast
Calls to Action

January Books Fast

Plan Now for January

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Suggested post message

January fills up fast for tax offices. The earlier you start planning, the more ready you'll be.

Message us to map out your timeline.

#January #TaxSeason #TaxBusiness #PlanAhead

Instagram & Facebook post (4:5)

Calls to Action social post: Free Resources
Calls to Action

Free Resources

Free Resources for You

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Suggested post message

Looking for checklists, guides and templates for your future tax business? [Insert link.]

Bookmark it and share it with a friend.

#FreeResources #TaxBusiness #Checklist #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: This Is Your Sign
Calls to Action

This Is Your Sign

This Is Your Sign

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Suggested post message

You've read the posts and saved the checklists. The next step is a conversation.

Send us a message today.

#ThisIsYourSign #TaxBusiness #TakeTheLeap #Entrepreneur

Instagram & Facebook post (4:5)

Calls to Action social post: Location #2?
Calls to Action

Location #2?

Ready for a Second Office?

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Suggested post message

Already running a successful office? Ask us about support for opening a second location.

Let's talk growth.

#Expansion #SecondLocation #TaxBusiness #Growth

Instagram & Facebook post (4:5)

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