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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!

1 article
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!

8 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!

4 articles
Monthly Newsletter(s)

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

6 articles
Tax Tips

Keep clients up to date with weekly tips!

2 articles
TaxVid

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

5 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!

10 articles
Email Reporting

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

2 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!

1 article
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