Practice Panda Marketing Basics

New to Practice Panda or need a refresher? Start here!

3 articles

Free COVID-19 Portal

Learn what the COVID-19 portal is and how to use it to help you and your clients!

6 articles

Social Management

Set up autoposting to social media, learn how to create social media accounts, see your scheduled posts, add your social media icons to your marketing content, and more!

9 articles

List Management

Learn how upload, edit, create, and delete lists!

5 articles

Autosend Settings

Set up Newsletters, Tax Tips, and more to autosend to social media and lists of clients!

1 article

Account Settings

Upload your logo, change your address, update billing info, and change your password!

5 articles

Monthly Newsletter(s)

Learn how to edit and personalize your monthly newsletter(s) for your clients!

7 articles

Tax Tips

Keep clients up to date with weekly tips!

2 articles


Share your informational tax videos on your website, social media accounts, and with your lists of clients in Mostad!

7 articles

Marketing Resource Center

Share articles from the article library with clients and social media accounts as well as send e-cards and custom messages!

14 articles

Email Reporting

See what clients are doing with the content you send them!

3 articles

Lead Capture

Collect client email addresses by adding a button or pop-up to your website so they can subscribe to your lists and get your marketing content!

2 articles


Draw business to your firm using FirmVid on social media and sending the videos to prospective clients!

2 articles

Reviews and Referrals

Send your clients emails to give you a referral or leave a review on your Facebook, Google Business, or Nextdoor!

1 article