Tax consulting firms · Social media
A due date reminder gets read, and a reel about the budget does not.
Social media for a tax firm reaches two people worth reaching: the client who forgets a due date, and the banker or fellow professional who sends work across. GullySales sets a posting routine on the compliance calendar, writes the rule on what is never posted, and keeps the partner's review in the way.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

What social media means
Social media is the ongoing posting your business does on platforms such as Instagram, Facebook and LinkedIn to stay visible to customers and prospects between purchases. GullySales plans a posting calendar, writes captions and designs the images so the page looks active and answers what a visitor would ask.
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Sales and marketing for tax consulting firms, the overview.
Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For tax consulting firms
Where it usually goes wrong, and what we would do.
“The budget-day post gets views and no clients”
Thousands of professionals share the same slides that week, and the business owner who matters switched off by lunchtime.
“Client facts cannot go into a post, ever”
A win in an appeal is somebody's tax affairs, and putting it up breaks a confidence whether the name appears or not.
“LinkedIn is where the referrer sits”
Bankers, company secretaries and lawyers send work to people they see working, and that is a smaller and better audience than a feed.
What we do
What we deliver for tax consulting firms.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A posting calendar built on due dates
Reminders and short explainers timed to the monthly returns, the statements, the July deadline and the audit season.
Result: Posts land when somebody has a reason to read.
A written list of what is never posted
Client names, matters, outcomes, amounts and anything read out of a file, set down so an assistant never has to judge it.
Result: Nobody has to ask whether a post is safe.
Partner profiles set up on LinkedIn
Each partner's profile completed within what your body allows, with a connection routine aimed at bankers and other professionals nearby.
Result: The person clients refer to is findable.
WhatsApp lists split by client type
Separate lists for companies, firms, individuals and NRI clients, so a due date note goes only to the people it applies to.
Result: Clients stop muting you.
A plain note when something changes
A short explanation after a budget or a circular saying what moved and who it affects, written for an owner and not for a journal.
Result: Owners hear it from you before their neighbour.
Enquiries traced back to the posting
A note of which enquiries and referrals came from a profile or a message, against the position before the routine started.
Result: You can stop the parts that do nothing.
How the result is measured
- Posts published
- Engagement rate
- Enquiries from social profiles
Recorded as a baseline before work starts, so every later report has an honest comparison.
Platform for this buyer
Where taxpayers look, and what a tax firm posts on each.
- WhatsApp status and lists by client type
- Post the due date the day before for the group it concerns: GST for traders, advance tax for professionals. Verify the notified date first. The action is to send documents.
- LinkedIn for referrers and business owners
- When a notification or circular changes, post a plain note on who it touches and what to check. The action is a message to the firm. Bankers and CAs forward these.
- YouTube explainers for individuals
- Show how to read Form 26AS and the Annual Information Statement, and what to do on seeing a mismatch. The action is to book a consultation with documents ready.
- Instagram carousels in the filing season
- Make a checklist of what a salaried person should gather: Form 16, interest certificates, rent receipts. The action is to send them on WhatsApp to the office number.
- What not to post
- A client's notice, a PAN, a portal screenshot with details on it, a promise of getting a notice dropped, or a claim of paying less tax.
Who it is for
This is written for these tax consulting firms.
- Individual and small business tax consultants
- GST compliance and advisory firms
- Corporate tax advisory firms
- Chartered accountancy firms offering tax services
- NRI taxation specialists
- Startup and new business tax advisory firms
- Tax litigation and notice response specialists
- Payroll and TDS compliance firms
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is reply time, a follow-up sequence, the page buyers land on or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the social media work runs
- 1
Understand your audience and platforms
We identify which platforms your specific buyers actually use and what kind of content they respond to.
- 2
Audit current presence
We review existing pages, past content performance and any gaps in consistency.
- 3
Build the content calendar
A plan is created, balancing genuine value with occasional direct offers.
- 4
Implement and post
Content is created and published consistently on the agreed schedule.
- 5
Measure and optimise
We track enquiries alongside engagement and adjust the content mix based on what actually performs.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Should partners be posting on LinkedIn?
Can we post that we got a notice dropped?
A stranger asks a tax question in the comments. Can we answer?
Should we make short videos for the filing season?
Do we need to advertise?
We are chartered accountants. Are we even allowed to market the firm?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
From the blog
Further reading for tax consulting firms.
6 min read · 14 Jul 2026How to get clients for a CA firm without breaking ICAI rulesA CA firm gets clients through referrals, a website that answers specific problems, and a complete local listing, all within ICAI's rules on advertising and solicitation.
6 min read · 9 Jun 2026When should a company hire a sales consultant?Hire a sales consultant when revenue depends on one person, enquiries are not becoming orders, or a team has grown without a process.
7 min read · 17 Mar 2026Marketing strategy for consultants and professional firmsProfessional firms are chosen on reputation and referral, not advertising, and several professions cannot advertise at all under their own body's rules.
More for tax consulting firms
Everything else we would do for you.
Closest to this: content and social
Also for tax consulting firms
- SEO for tax consulting firms
- PPC ads for tax consulting firms
- Lead generation for tax consulting firms
- Digital marketing for tax consulting firms
- Reputation management for tax consulting firms
- Local SEO for tax consulting firms
- Branding and identity for tax consulting firms
- Email marketing for tax consulting firms
Or start from the overview: sales and marketing for tax consulting firms.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.