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.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of tax consulting firms at work in India

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.

Also for tax consulting firms

Sales and marketing for tax consulting firms, the overview.

Last updated 17 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.

Show 3 moreShow fewer

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.

Read the full social media marketing page

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.

No partner will review a post before it goes out, and a careless line about a client or a notice could breach confidentiality.
The firm has no one to answer a question that arrives in the comments, and a stranger's tax query would sit unanswered.
Your clients do not use these platforms for work, and the posts would reach people who will not engage the firm.

How it works

How the social media work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

1
Confirm audience, platforms and access
We note which platforms your buyers use and check that the pages sit under your own business accounts, with you as owner and us as added roles.
2
Review the current presence
We read the existing pages, the posts that drew replies and the gaps in posting.
3
Build the calendar
Themes, formats and dates are set out for your approval, with space for offers and news.
4
Create, approve and publish
Posts are made, approved by you and scheduled. Replies to the public are handled in your voice.
5
Record enquiries and adjust
Enquiries are logged against the post or platform where they began, and the mix changes to follow what brings them.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

Step 1
Sales audit
Find where deals are being lost and what to fix first.
Start here if you cannot say where orders are lost.
Step 2 · you are here
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
Step 3
Sales management
A target, a review routine and someone who owns the number.
Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need

Should partners be posting on LinkedIn?

Yes, if it stays factual and inside what your body allows. The audience worth having is the professionals who refer, not a follower count. Two useful posts a month beat a daily habit nobody reads.

Can we post that we got a notice dropped?

No. Even without a name, the matter belongs to the client and the details identify them to anyone who knows the business. Write about the kind of notice and what the department asks for instead.

A stranger asks a tax question in the comments. Can we answer?

Give a general pointer in one line and say the answer depends on the person's facts. Invite them to book a consultation. Do not give advice on a specific case in public, since a half answer can cause harm. Keep a standard reply for this.

Should we make short videos for the filing season?

Yes if they are made around real questions clients ask, such as which ITR form or what to do on a notice. Keep each to one question, with sources on screen. Say rules change, and check your own institute's guidance on advertising before posting.

How much does it cost?

There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.

How long is the contract?

The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.

How soon will we see results?

It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.

Who will actually do the work?

The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.

What do you need from us?

Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.

What if we are not happy with the work?

Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog