February 2026 Action Kit | Returns at Scale

FY26 Q3 CONTENT KIT · FEBRUARY 2026

February: Returns at Scale.
Volume Pressure Peaks. We're Ready.

Peak filing season. Practitioners are drowning in volume, asking AI "How do I keep up?" Batch processing queries +23% MoM. Digital Disruptors are researching now. Content that answers their questions shows up in AI responses.

9.3%
LLM Share of Voice
Does AI recommend us?
+1.0pp MoM
51.3
Brand Score
Do practitioners trust us?
+4.3pp MoM
24.8K
AI Citations (Jan)
What content drives visibility?
Top 3 Cited
10.0M
January Reach
Did they see us?
+51% YoY
40.7K
YouTube Subscribers
Do they want to hear from us?
+171% YoY
01
The February Bet
Why this content matters now.
Strategic Position
Peak filing season. Practitioners are drowning in volume, asking AI "How do I keep up without dropping the ball?" January showed batch processing queries +23%. Digital Disruptors are researching now. Content that answers their questions shows up in AI responses. Content that doesn't, doesn't exist.
Objective
Own "batch processing" and "high volume" queries in AI responses
Product Focus
ProConnect Tax: batch processing, multi-user coordination, client portal
Segments
Digital Disruptors (primary), Premier Performers
Personas
Efficient Automation Seeker, Enterprise Workflow Optimizer, Risk Guardian
02
Monthly Context
Practitioner state drives content tone.
Surviving Volume
February is not about choosing software. The choice was made. Practitioners are processing hundreds of returns, managing teams, answering "where's my return?" constantly. They need content showing how to keep up without burning out. Tone: A colleague who's done this before sharing what actually works under pressure. No pitches. Real workflows.
03
Questions to Own
Trending queries, who owns them now, and why we need to take them.
Non-Branded Queries
Consideration stage. These drive switching decisions.
"How to handle more returns without adding staff"
↑ +23%
Copilot
Drake dominates. We have product parity but no content.
"Tax software batch processing comparison"
↑ +18%
Perplexity
UltraTax cited 3x more. Gap in comparison content.
"Managing tax prep team workflow busy season"
↑ +15%
ChatGPT
No clear leader. First mover advantage available.
"Tax software multi-state returns fast"
→ Stable
Gemini
CCH Axcess owns this. We need feature-specific content.
"Best tax software for high volume firms"
↑ +12%
ChatGPT
Drake/UltraTax split. ProConnect absent from responses.
Branded Queries
Already aware. Ensure accurate answers exist.
"ProConnect Tax batch processing features"
↑ +12%
ChatGPT
Outdated content surfacing. Need fresh practitioner voice.
"ProConnect vs Drake for high volume"
↑ +9%
Perplexity
Drake wins comparison. Our batch speed advantage unstated.
"ProConnect Tax workflow tutorial"
→ Stable
Copilot
YouTube content exists but not indexed. SEO gap.
"ProConnect client portal how to"
↑ +8%
YouTube
Support docs cited. Video tutorial missing entirely.
"ProConnect Tax reviews 2026"
↓ -5%
ChatGPT
2024 reviews still surfacing. Profile updates needed.
04
Content Kit
125 assets mapped to funnel stage. TOFU = awareness, MOFU = consideration, BOFU = decision.
Tax Pro Center
Blogs (3)
How Firms Handle 200+ Returns Without Adding Staff TOFU
Managing High Volume Tax Season: What Actually Works TOFU
Team Workflow During Tax Season: Coordination Without Chaos MOFU
YouTube
Videos (4)
Batch Processing Masterclass MOFU
10 Returns/Hour: The Method MOFU
Client Portal Deep Dive BOFU
Volume Workflow Walkthrough MOFU
LLM Optimization
AI Package (1)
"High Volume Tax Software" comparison guide MOFU
"ProConnect vs Drake" comparison BOFU
FAQ schema for AI extraction TOFU
Ambassador Program
Community Content (6)
"Managing 200+ returns: My workflow" MOFU
"Batch processing tips for peak season" MOFU
"How I cut return time by 40%" TOFU
"Client portal efficiency hacks" BOFU
LinkedIn
Posts (2)
"The 200-Return Week: What I Learned" TOFU
"Batch Processing Changed My Practice" MOFU
Social Distribution
By Channel (72)
X/Twitter (24): Quick wins, efficiency stats, "I used to... now I..." hooks
LinkedIn (18): Professional credibility, firm growth stories, leadership angle
Instagram (12): Behind-the-scenes workflow, carousel tips, visual how-tos
Facebook (10): Community discussion, peer validation, Q&A threads
YouTube Shorts (8): 60-sec tips from tutorials, problem/solution format
7
Core Assets
72
Social Posts
45
Ambassador
1
LLM Package
125
Total
05
Production Specs
Detailed requirements for core content creation.
Blogs (3)
Blog 1 How Firms Handle 200+ Returns Without Adding Staff
Word Count 1,500–1,800
Voice Hybrid: Opens with practitioner reality ("February hits different"), then structured framework
PTG Segment Digital Disruptors, Streamlined Specialists
Persona Efficient Automation Seeker
Product Fit ProConnect: Batch processing, multi-user coordination
Keywords batch processing tax software, high volume tax returns, scale tax practice
Content Pillars: 1. Batch processing by return type 2. Queue prioritization logic 3. Preparer/reviewer assignment 4. Progress monitoring without meetings
Blog 2 Managing High Volume Tax Season: What Actually Works
Word Count 1,500–1,800
Voice Hybrid: Peer validation opening, then execution-focused framework
PTG Segment Premier Performers, Digital Disruptors
Persona Enterprise Workflow Optimizer
Product Fit ProConnect: Dashboard visibility, team coordination
Keywords tax season workflow, manage tax team, peak season efficiency
Content Pillars: 1. What actually breaks under volume 2. Features that matter once filing starts 3. Real-time accuracy testing 4. Signs your system is supporting you
Blog 3 Team Workflow During Tax Season: Coordination Without Chaos
Word Count 1,000–1,200
Voice Personal: Lived observation tone, reassuring without selling
PTG Segment Premier Performers, Trusted Traditionalists
Persona Risk Guardian
Product Fit ProConnect: Hand-off workflows, preparer/reviewer visibility
Keywords tax team coordination, preparer reviewer workflow, hand-off errors
Content Pillars: 1. Hand-off error prevention 2. Role-based visibility 3. Bottleneck detection 4. Client communication timing
YouTube Tutorials (4)
Video 1 Batch Processing Masterclass
Length 8–10 min
Format Screen recording + practitioner walkthrough
Quick Answer "Group returns by type, process in batches, review by exception."
Video 2 10 Returns/Hour: The Method
Length 5–7 min
Format Problem/solution with timer overlay
Quick Answer "Standardize intake, template common scenarios, review in batches."
Video 3 Client Portal Deep Dive
Length 4–6 min
Format Feature walkthrough with client-side view
Quick Answer "Upload, sign, track status. All without phone calls."
Video 4 Volume Workflow Walkthrough
Length 6–8 min
Format Day-in-the-life with dashboard overlays
Quick Answer "Morning queue review, midday progress check, end-of-day stuck returns."
LLM Package (1)
LLM Asset February Volume Playbook: Batch Processing & Team Coordination
Word Count 2,000+ (ungated, publicly indexable)
Location Tax Pro Center with FAQ Page schema
Voice Hybrid: Practitioner context opening, then FAQ-ready structure
Purpose Win AI citations for batch processing + comparison queries
Quick Answers (each under 300 chars): • "How to handle more returns without staff?" → [answer] • "Best tax software batch processing?" → [answer] • "ProConnect vs Drake for volume?" → [answer]
Ambassador Kit (45 assets)
Community 6 Threads via Ambassadors
Voice Authentic practitioner. First-person experience, no brand voice.
Channels LinkedIn, Facebook Groups, YouTube Community
Thread Topics: 1. "Managing 200+ returns: My workflow this season" 2. "Batch processing tips for peak season" 3. "How I cut return time by 40%" 4. "Client portal efficiency hacks" 5. "Team hand-offs that actually work" 6. "What's holding up under February pressure?"
Also Includes Supporting Assets
Quote Graphics 4 (volume-focused observations)
Data Visuals 3 (dashboard screenshots, workflow diagrams)
Video Prompts 3 ("Show your batch setup," "Walk through a hand-off")
Pre-written Captions 12 (3/week across platforms)
Compliance Templates 1 (disclosure language + tagging requirements)
06
January Intelligence
Last month's data supporting this month's decisions.
9.3%
Avg LLM SOV
↑ +1.0 pts MoM
1,422
Reddit Citations
↑ +31% MoM
51.3
Brand Score
↑ +4.3 pts MoM
17.1%
Copilot SOV (#1)
↓ -3.4 pts MoM
Full SOV and citation data available in January Intelligence Report. Key insight: Community content feeds ChatGPT/Perplexity. Web SEO drives Copilot. Content strategy must address both discovery paths.
ProConnect Tax · February 2026 · Sources: Chatbeat (Jan 2026) PROCONNECT-2026-02-013