Accountant at Summit Tax & Advisory presenting a promotional vacation certificate to a client during a tax consultation

FOR ACCOUNTANTS & TAX PROFESSIONALS

Attract More Better-Fit Clients Without Competing on Price.

Use high-value incentives to give prospective clients a stronger reason to schedule a tax-planning, tax-preparation or advisory conversation — while your expertise remains the reason they choose your firm.

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Watch the Tax Professional Video

TRUSTED TRACK RECORD

Two Decades of Incentive Fulfillment Behind Every Offer Your Firm Presents

CMI supplies and fulfills the incentives, so your firm presents the offer while an established provider handles redemption.

  • 20+

    Years In Business

  • 18k

    Clients Enrolled

  • 13M+

    Certificates Distributed

  • 1M+

    Incentives Redeemed

  • 29M+

    In Savings For Redeemers

  • Thousands

    Of Satisfied Clients

An established incentive provider with more than two decades supplying and fulfilling promotional incentives for businesses.

THE REAL PROBLEM

More Tax Leads Aren't Helpful If They're Only Shopping for the Lowest Price.

Better-fit clients value expertise, are willing to have a real conversation and have the potential to become long-term relationships. Volume alone does not produce them.

  • Price shoppers compare professional services like a commodity

    Prospects may call several firms and make the decision primarily around price rather than expertise, planning value, responsiveness or relationship quality.

  • Interested prospects do not always schedule the conversation

    Someone can visit the website, respond to marketing or show interest without ever completing the consultation or planning review.

  • A consultation can still end with “I’ll think about it”

    Initial interest does not automatically become a client relationship.

  • Expertise is difficult to appreciate before the relationship begins

    The prospective client may not yet understand the long-term value of planning, advisory services, bookkeeping or an ongoing accounting relationship.

Sometimes the solution isn't another discount. It's giving the prospect a stronger reason to take the next step.

HOW CMI WORKS

One Campaign. One Added-Value Incentive. A Stronger Reason to Start the Conversation.

  1. 01

    RUN YOUR EXISTING MARKETING

    Website, Google, Facebook, email, SMS, direct mail, educational campaigns, referral campaigns, or the channels the firm already uses.

  2. 02

    ADD A HIGH-VALUE CMI INCENTIVE

    Add an incentive to an economically meaningful action such as completing a consultation, tax-planning review or educational event.

  3. 03

    CMI PROVIDES THE INCENTIVE INFRASTRUCTURE

    CMI supplies the incentives and manages the redemption process, and gives you the tools to create and distribute them by email, SMS, landing page links, QR codes, PDFs, banners and pop-ups.

  4. 04

    GIVE THE PROSPECT A STRONGER REASON TO ACT

    The professional expertise remains the core value. The incentive gives the prospect an additional reason to start the conversation.

TAX PROFESSIONAL VIDEO

See How Accountants & Tax Professionals Can Use CMI

A short, industry-specific walkthrough showing how incentives can be added to the client-acquisition and client-engagement campaigns your firm already runs. Want the full platform tour instead? Watch the Instant Demo.

Start Risk-Free Speak With an Incentive Strategist

BEFORE / AFTER THE OFFER

Same Marketing. A Stronger Reason to Schedule the Consultation.

The professional service, the fee and the expertise stay exactly the same. Only the offer around them gets stronger.

BEFORE

Schedule Your Tax Consultation

  • The offer looks like every other firm's offer
  • The prospect compares on price
  • Discounting the fee becomes the only lever

Interest without a scheduled conversation.

AFTER

Schedule Your Tax Consultation

Receive a High-Value Incentive

  • $100 Dining Certificate
  • $100 Hotel Savings Card

Your professional fee is untouched. CMI supplies and fulfills the incentive attached to the campaign.

Same Professional Expertise. A Stronger Reason to Take the Next Step.

Start Risk-Free Watch the Instant Demo

INCENTIVES

Use the Right Incentive for the Right Client Conversation

Different campaigns and different economically meaningful actions can use different incentive values and categories. CMI supplies and fulfills every incentive.

  • Smart Device Vouchers incentive certificate artwork

    Smart Device Vouchers

  • $100-$500 Dining Certificates incentive certificate artwork

    $100-$500 Dining Certificates

  • Airfare Plus Hotel Stay Certificates incentive certificate artwork

    Airfare Plus Hotel Stay Certificates

  • Resort Stay Vouchers incentive certificate artwork

    Resort Stay Vouchers

  • $100-$500 Hotel Savings Cards incentive certificate artwork

    $100-$500 Hotel Savings Cards

  • 4 Night Cruise Certificates incentive certificate artwork

    4 Night Cruise Certificates

Start Risk-FreeWatch the Tax Professional Video

4 WAYS TO USE CMI

Use Incentives Across Every Stage of the Client Relationship

CMI isn’t only a lead-generation tool. Accountants and tax professionals can use incentives to attract prospective clients, convert more opportunities into new client relationships, bring existing clients back for additional services, and generate more referrals.

  • Generate More Leads

    Add a high-value incentive to your existing marketing to give prospective clients a stronger reason to schedule a tax consultation, tax-planning review, or other initial conversation.

    Example

    Schedule Your Tax Consultation

    + Receive a $100 Dining Certificate

    More Prospective Client Conversations

  • Win More New Clients

    When a prospect is deciding whether to move forward, add perceived value to the offer instead of automatically competing by lowering your professional fees.

    Example

    Start Your New Client Engagement

    + Receive a High-Value Incentive

    More New Client Relationships

  • Increase Repeat Business

    Give existing and seasonal clients another reason to reconnect for mid-year reviews, tax planning, bookkeeping, advisory conversations, or other services the firm already provides.

    Example

    Schedule Your Mid-Year Review

    + Receive a Client Appreciation Incentive

    More Year-Round Client Engagement

  • Generate More Referrals

    Turn satisfied clients into a more intentional source of new business with memorable referral and client-appreciation campaigns.

    Example

    Introduce a Friend, Family Member or Business Contact

    + Receive a Referral Thank-You

    More Client Introductions

One Incentive Platform. Four Ways to Grow Your Practice.

Generate leads. Win new clients. Increase repeat business. Drive referrals.

CMI TOOLS FOR YOUR FIRM

Create, Distribute and Manage Incentive Campaigns Without Adding Work to Your Practice

Your membership includes the delivery methods and campaign support your firm needs to put an incentive in front of the right prospect at the right moment.

Distribution Built In

  • Send incentives from your own business email
  • Send incentives by SMS/text message
  • Branded landing page links that capture the prospect's details
  • QR codes for print, mail pieces and in-office materials
  • Printable PDF certificates
  • Website banners, sticky bars and pop-ups
  • Zapier and API connections to your existing systems

Campaign Support

  • AI Marketing Consultant — campaign concepts, calls to action and promotional ideas
  • AI Social Content Creator — content and images with your incentives already integrated
  • Ask AI — built-in guidance and recommendations inside your dashboard

You decide the messaging and the campaign. The tools simply make it faster to produce and distribute.

Start Risk-Free Speak With an Incentive Strategist

ADDED VALUE VS. DISCOUNTING

Add Value Without Discounting Your Professional Fees.

DISCOUNT THE CORE SERVICE
  • Reduces the price of your own professional service
  • Encourages fee comparison between firms
  • Can reinforce commodity positioning
ADD PERCEIVED VALUE
  • Keeps professional fees separate
  • Adds an incentive around the campaign or offer
  • Gives the prospective client another reason to act
  • Keeps expertise and professional value at the center of the relationship

SOCIAL PROOF

Hear It From CMI Members

Real CMI clients describing how incentives changed their marketing results.

Featured CMI member testimonial videoMembers in their own words — recorded, unscripted client testimonials.

Testimonials are from existing CMI members across a range of industries.

Choose Your Plan

Choose flexible monthly billing or save with one annual payment and no setup fee.

Monthly Membership

LIMITED-TIME OFFER · SAVE $100 ON SETUP
Regular price to start
$298
Limited-time savings
-$100
Due today
$198

$198 Due Today

Then $99/month

Normally $199 setup + $99 first month = $298 to start. Limited time: start for $198.

  • $198 due today
  • $99/month afterward
  • Flexible monthly billing
  • Cancel future billing according to the membership terms
  • 14-day money-back guarantee
Start Risk-Free — $198 Today

Protected by our 14-day money-back guarantee.

Watch the Instant Demo Speak With an Incentive Strategist

Annual Membership

BEST ANNUAL VALUESAVE $588 FIRST YEAR
Regular first-year price
$1,387
Annual price today
$799
Save $588 first year
$588
Equivalent to
$66.58/month
Setup fee
$199 waived

$799 for One Full Year

$799 due today

Pay $799 for one full year of CMI membership. The $199 setup fee is waived.

  • $799 due today
  • One full year of membership
  • $199 setup fee waived
  • Best annual value
  • 14-day money-back guarantee
Start Risk-Free — $799 Today

Protected by our 14-day money-back guarantee.

Watch the Instant Demo Speak With an Incentive Strategist

Both Plans Include

  • Unlimited incentive distribution
  • Access to all six incentive categories
  • AI Marketing Consultant
  • Competitor Analysis
  • Social campaign assets and promotional tools
  • Landing Page Links and lead capture
  • Native GoHighLevel App
  • CMI AI Super Agent
  • Email and SMS certificate delivery
  • QR Code Certificates
  • Printable PDF Certificates
  • Website banners, pop-ups and sticky bars
  • Zapier and API integration
  • CMI mobile-app access
  • Member support and onboarding resources

Risk-Free 14-Day Money-Back Guarantee

CMI is a paid membership, not a free trial. Your 14-day money-back guarantee gives you time to explore the platform, review the available incentives and determine whether CMI is right for your business.

If you decide not to continue, cancel and request your refund within the 14-day guarantee period in accordance with the official terms.

  1. Activate Your Membership

    Choose your plan, complete enrollment and begin using the CMI platform.

  2. Explore CMI for 14 Days

    Review the incentives, distribution tools and campaign resources included with your membership.

  3. Cancel and Request a Refund

    If CMI is not right for your business, cancel and submit your refund request within the 14-day guarantee period.

View Guarantee Terms

COMMON QUESTIONS

Questions Accountants & Tax Professionals Ask

Still have a question about how incentives fit your firm's marketing?

Speak With an Incentive Strategist

  • Yes. Add a high-value incentive to the marketing you already run so prospective clients have an additional reason to respond and schedule a conversation with your firm.

Give Better-Fit Clients Another Reason to Choose Your Firm.

Strengthen the offer around your marketing while keeping your professional expertise and value at the center of the relationship.

Start Risk-Free Watch the Instant Demo

Speak With an Incentive Strategist

SUPPORT