Top 7 Marketing Automation Agencies for Tax Preparation Services (2025)

Sojourn Solutions is a marketing automation agency founded in 2010 by Dan Vawter and Emily Bennet, specializing in helping businesses optimize marketing efforts and enhance customer engagement. The company works with B2B organizations, providing tailored solutions for the implementation and management of leading marketing automation platforms, including Oracle Eloqua, Adobe Marketo Engage, and Salesforce Marketing Cloud. Sojourn Solutions has been recognized for its excellence with awards, such as the Bronze Award at the B2B Marketing Awards 2024. Sojourn Solutions offers services including platform evaluations and comparisons, implementations and migrations, integrations, platform administration and support, and platform audits. The agency helps businesses in industries like Pharmaceutical, Healthcare, FinTech, and others, with case studies demonstrating impacts such as 315% year-over-year increase in Marketing Qualified Leads (MQLs), 40% increased email reach, and saving over 3,000 hours annually on operational work.

SmartBug Media is a certified HubSpot partner agency that offers full-service digital marketing built around inbound principles and RevOps efficiency. With 1,200+ certifications and 250+ team members, they specialize in turning HubSpot into a growth engine across marketing, sales, and customer success. The agency provides HubSpot services including onboarding, admin, Sales Hub, and Service Hub. SmartBug Media serves mid-market to enterprise companies using HubSpot for full-funnel marketing automation, lead gen, and lifecycle strategy. Notable clients include Avjet, Care ATC, Shyft, Kansas State University, and StoneX. Platforms include HubSpot, Shopify, WordPress, Craft CMS, and Magento/Adobe Commerce.

WebFX is a U.S.-based agency that runs full-scale marketing automation through its in-house platform, RevenueCloudFX. This tech gives automated lead scoring, personalized email workflows, and full-funnel ROI tracking, all in one dashboard. With a team of over 500 specialists, they manage everything from aligning sales and marketing to dialing in ad spend and refining performance across channels. WebFX serves industries such as Healthcare, eCommerce, Manufacturing, Technology, Education, and Professional Services. Clients include HydroWorx, Net Friends, and KOA. The agency has generated over $10 billion in revenue and 24 million leads for clients.

Growth Natives operates from Bellevue, Washington, and delivers end-to-end MarTech automation for both B2B and B2C enterprises. They work across major platforms, including HubSpot, Marketo, Pardot, and Salesforce Marketing Cloud, to build automation that connects with customers and fuels revenue. With a team of over 40 Certified HubSpot Experts, their depth of knowledge runs deep. Growth Natives serves industries such as Technology, Healthcare, Education, Financial Services, eCommerce, and Manufacturing. Notable clients include Lamav, Spirent, and Escalon. Case studies show results like 7x ROI and 16x jump in pipeline value within eight months.

Directive Consulting is a performance marketing agency that blends expert strategy with technical execution to drive measurable ROI. They offer services like PPC management, SEO, content marketing, and social media management. The agency is a Google Premier Partner, Microsoft Advertising Partner, and Meta Business Partner. Directive serves B2B and B2C companies looking to scale paid search, unify marketing performance data, and improve ROI. Notable clients include Honda, Microsoft, Verizon, Nike, and Zephyr. Their proprietary ConversionIQ™ system unifies data across platforms like Google Ads, HubSpot, and Facebook.

Thrive Internet Marketing Agency offers a robust marketing automation service designed to help small and medium-sized businesses efficiently manage and optimize their marketing efforts. Thrive’s marketing automation capabilities center on defining a clear strategy that prioritizes important tasks like generating qualified leads and nurturing them through tailored content. Thrive serves industries such as eCommerce and others, with case studies like Midway Sports showing significant sales increases through email automation. The agency specializes in automating eCommerce processes from email marketing to abandoned cart recovery.