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Creative Marketing AI
Managed website, local SEO and social posting service for accountants and CPAs that bundles an AI phone receptionist in every plan.
| What the AI does | Tara, the AI receptionist (answers calls, books appointments, missed-call handling, form follow-up, human handoff); automatic customer follow-up / client automation |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms |
| Starting price | $297/mo |
| Pricing model | Per month flat |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Marketing, Websites & Lead Generation for Firms |
| Also fits | Client Communication, Portals & AI Receptionists |
| Works with | Google Business Profile, Facebook, Instagram, LinkedIn |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Creative Marketing AI is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners and small CPA firms on its own site. The job it gets hired for: getting the firm found, keeping clients informed and turning website visitors into enquiries. It also fits the Client Communication, Portals & AI Receptionists category.
What it costs
Creative Marketing AI starts at $297/mo, per month flat. There is a free trial.
Good to know
Creative Marketing AI is a managed local-marketing service with a dedicated Accountants & CPAs page: a redesigned website, local listings and reviews, monthly articles and a visibility dashboard, plus Tara, an AI receptionist that answers calls, books appointments and follows up on forms, included in every plan. Base is $297/mo with 375 receptionist minutes and two articles; upgrades at $397, $597, $997 and $1,897 add minutes, articles and pages. Month to month with no setup fee, and billing starts 14 days after sign-up.
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