For your team
Video marketing for accountants: answer one tax question per video
Video marketing for accountants works best as a partner answering one tax question on camera in under a minute: a deadline, a deduction or what to bring. Cutroom turns that clip into a captioned 9:16 reel.
In short
- The video that works for an accounting firm is a partner answering one tax question, a few weeks before it matters.
- The three formats that work are a deadline reminder, an answer to whether something is deductible, and a new-client intro.
- Film the deadline videos in the quiet months and post each one a few weeks before its date.
- Give general information only, never a client's name or figures, and film again when a figure changes.
- Your first video is free with no card, and Lite is $19.99 a month for about 10 videos.
- A good length for a deadline reminder
- 40 s
- Longest clip you can upload
- 3 min
- About how long the edit takes
- 1 min
What accounting video marketing has to do
It has to give a small-business owner or a household a clear answer at the moment the question matters.
- Film one tax question in under a minute, such as a filing deadline or a deductible expense.
- One answer on camera saves repeating it on twenty calls, and it reaches people who are not clients yet.
- The step most firms skip is the finishing, because nobody in a small firm has an evening in March to add clips and captions.
- Clips of receipts, a calendar or a laptop, placed on the words, make a spoken answer easier to follow.
- The videos post to LinkedIn, Instagram Reels, TikTok and YouTube Shorts.
The main tax deadlines to make videos for
Post each answer a few weeks before the date it is about. Dates move when they fall on a weekend or holiday.
Tax deadlines and when to post
| Deadline | Date | Post the video in |
|---|---|---|
| US partnership and S corporation returns | March 15 | February |
| US individual returns | April 15 | March |
| US quarterly estimated payments | The 15th of April, June, September and January | The weeks before each date |
| US extended individual returns | October 15 | September |
| UK Self Assessment, online | 31 January | December and January |
Deadline: US partnership and S corporation returns
- Date
- March 15
- Post the video in
- February
Deadline: US individual returns
- Date
- April 15
- Post the video in
- March
Deadline: US quarterly estimated payments
- Date
- The 15th of April, June, September and January
- Post the video in
- The weeks before each date
Deadline: US extended individual returns
- Date
- October 15
- Post the video in
- September
Deadline: UK Self Assessment, online
- Date
- 31 January
- Post the video in
- December and January
This is the whole editor
Highlight a phrase and a clip lands on those exact words. No timeline, no keyframes, no layers.
A year of deadline videos, filmed in one batch
Film the deadline videos together in the quiet months. The busiest season then needs no filming at all.
- This works because the dates are known a year ahead.
- Check the year's calendar before you film, because some dates move when they fall on a weekend or holiday.
A year of deadline videos for a US firm
Post each answer a few weeks before its date. Dates shift when they fall on a weekend or holiday.
January
Q4 estimated payment; what to gather for the return
March
Partnership and S corporation returns due March 15
April
Individual returns and Q1 estimate due April 15
June and September
Estimated payments due the 15th
October
Extended individual returns due October 15
Advertising rules for accountants
Accountants have their own limits on what a marketing video can say.
- Say in one line at the end that the video is general information, not advice for one person.
- Never mention a client or their numbers.
- Put the tax year in the post text, so nobody acts on an old answer.
- Rules and thresholds change most years, so film a new video when a figure changes.
The rules to check first (US)
| Rule | What it says |
|---|---|
| AICPA code of conduct | No false or misleading advertising |
| IRS rules in Circular 230 | No false or misleading advertising |
| Your state board | Adds its own rules |
Rule: AICPA code of conduct
- What it says
- No false or misleading advertising
Rule: IRS rules in Circular 230
- What it says
- No false or misleading advertising
Rule: Your state board
- What it says
- Adds its own rules
Three accounting video formats
Each one is a single clip of 30 to 60 seconds.
Accounting video formats
| Format | What the partner says | Why it works |
|---|---|---|
| Deadline reminder | What is due, who it applies to, the one thing to bring | Timed to the date people worry about |
| "Can I deduct it?" answer | The general rule for one expense, in plain words | Answers a question a client would call about |
| New-client intro | Who the firm works with, what a first meeting covers, how fees are set | The right client recognises themselves |
Format: Deadline reminder
- What the partner says
- What is due, who it applies to, the one thing to bring
- Why it works
- Timed to the date people worry about
Format: "Can I deduct it?" answer
- What the partner says
- The general rule for one expense, in plain words
- Why it works
- Answers a question a client would call about
Format: New-client intro
- What the partner says
- Who the firm works with, what a first meeting covers, how fees are set
- Why it works
- The right client recognises themselves
The tax question on screen in the first second
Each video opens with the question on a hook card. That is what stops a business owner scrolling past.
- Pick one card style and keep it, so every video looks like the same firm.
- A question clients ask, a short checklist or an explanation of your fees all work as opening lines.
Hook cards that carry the tax question
Real tiles from the editor's hook picker. The question sits on the card while the answer starts.
Ticker
Alert
Slab
Stamp
Punch
Sweep
What to say in a deadline reminder
Name the date, say who it applies to, and give the one thing to do this week.
- Say the date in your first line, and the captions print it on screen.
- Say who it applies to, such as the self-employed, landlords or companies.
- Give one thing to do this week, usually the document to find.
- Say what to do if they are already late, and who to call.
- Cover one deadline per video. A video with four dates is harder to follow and to repost.
The four parts of a deadline reminder
About 40 seconds spoken at a normal pace.
The date
Said first, printed by the captions
Who it applies to
Self-employed, landlords, companies
The one thing to do
The document to find this week
If you are late
What to do and who to call
"Can I deduct it?" videos
This is the most useful format a firm can post, because it answers a question in the words people search.
- Pick one expense per video, such as a home office, a car or a phone.
- Say what usually qualifies, what usually does not, and what records to keep.
- End by saying that the details depend on the person, which is where the firm comes in.
- Owners often watch in a queue or between meetings with the sound off, so pick a clear caption theme.
Readable caption themes for tax answers
Eight of the 40 caption themes, drawn from the editor's own tiles. Pick one theme, then its font and colour.
Press
Chip
Tag
Banner
Clean
Highlighter
Frame
Brick
The new-client intro
Thirty to sixty seconds of a partner saying who the firm works with.
- Say who you work with, what a first meeting covers, and what it costs to start or how fees are set.
- Name the kinds of client you take, such as contractors, landlords or small online shops. That says more than a list of services.
- Pin the video to your profile and link it from the contact page.
A finished frame, as a prospective client sees it
The hook card, a clip placed on the spoken words and captions burned in. One 9:16 MP4 per recording.
How one recording becomes a finished video in Cutroom
You upload the clip in the browser. The edit comes back in about a minute, with the transcript beside the video.
- A partner or senior accountant films at the desk, on a phone.
- The partner or the firm's admin finishes the video in a browser.
- You highlight a phrase and a clip lands over exactly those words.
- Check every figure and form name in the transcript, because the captions print exactly what it says.
- You delete a line and the video rebuilds around what is left.
- You export one captioned 9:16 MP4 at 1080 by 1920 per question.
The editor: transcript on one side, the finished video on the other
Check the figures, place a clip on the words, pick the hook and the caption theme, then export.
B-rolls · 5
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2
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5Most face serums make one big promise, then quietly do nothing. This one has three ingredients, works in ten days, and costs less than your coffee habit. If your skin doesn’t change, you get every cent back.
highlight = b-roll · struck out = already cut
▸ 0:07 / 0:26 · shot 1 of 5
- 1B-roll on the exact wordsReal footage, placed where showing beats telling.
- 2The opening headlineWritten from what you said. Pick one it drafted, or write your own.
- 3Captions in 40 themesPick a theme, then its font and colour.
- 49:16, ready to exportExport renders one vertical MP4.
Video tools accountants compare
Both tools below are good, for different firms.
- OpusClip has Agent Opus, which turns a script, an outline or a blog post into a video with motion graphics, voiceover and captions.
- Jupitrr is built for LinkedIn videos by consultants, with scheduling and publishing on its Pro plan. It has no free plan.
- Choose OpusClip if you would rather turn blog posts into voiced videos than film.
- Choose Jupitrr if you want scheduling and LinkedIn publishing beside the editor.
- Choose Cutroom if a partner will answer one question on camera and you want it finished in a minute.
Three tools accounting firms use for short video
Prices as published on each vendor's own pricing page on the day shown. Plans change; read the page before you pay.
| Tool | Best for | Editing approach | Platform | Pricing from |
|---|---|---|---|---|
 OpusClip | Clips from long video, or a video drafted from a script | AI picks clips from long video; Agent Opus turns text into video | Web, mobile | Free plan (watermark); Starter $15/month |
 Jupitrr | Consultants posting LinkedIn thought-leadership videos | Automatic edit on upload, then adjust | Web, mobile teleprompter app | No free plan; Starter $18/month, annual ($22 monthly) |
| Cutroom | One tax answer filmed by a partner, finished in a minute | Upload one clip; b-roll, captions and a hook are placed for you | Browser | First video free, no card; Lite $19.99/month |
- OpusClip
- Best for
- Clips from long video, or a video drafted from a script
- Approach
- AI picks clips from long video; Agent Opus turns text into video
- Platform
- Web, mobile
- Pricing from
- Free plan (watermark); Starter $15/month
- Jupitrr
- Best for
- Consultants posting LinkedIn thought-leadership videos
- Approach
- Automatic edit on upload, then adjust
- Platform
- Web, mobile teleprompter app
- Pricing from
- No free plan; Starter $18/month, annual ($22 monthly)
Cutroom
- Best for
- One tax answer filmed by a partner, finished in a minute
- Approach
- Upload one clip; b-roll, captions and a hook are placed for you
- Platform
- Browser
- Pricing from
- First video free, no card; Lite $19.99/month
Prices and plans read from each vendor's own pricing page on 21 September 2026.
What accounting video marketing costs
A video of up to a minute uses about 120 credits: 100 for the edit and 20 for the export.
- Use the free first video to test one deadline reminder.
- A whole year of deadline videos, filmed in the quiet months, fits in one month of Basic.
Cutroom plans
| Plan | Price | Credits | What you get |
|---|---|---|---|
| First video | Free, no card | 600 | 7 days to use them; a Cutroom mark across the middle |
| Lite | $19.99 a month | 1,250 | No Cutroom mark |
| Basic | $39.99 a month | 2,500 | Adds avatars and music |
| Premium | $79.99 a month | 5,000 | The most credits |
Plan: First video
- Price
- Free, no card
- Credits
- 600
- What you get
- 7 days to use them; a Cutroom mark across the middle
Plan: Lite
- Price
- $19.99 a month
- Credits
- 1,250
- What you get
- No Cutroom mark
Plan: Basic
- Price
- $39.99 a month
- Credits
- 2,500
- What you get
- Adds avatars and music
Plan: Premium
- Price
- $79.99 a month
- Credits
- 5,000
- What you get
- The most credits
How many videos each plan covers
One tax answer a week fits inside Lite.
Videos of up to a minute each month, by plan
About 120 credits for each video of up to a minute: the 100-credit batch plus 20 credits of export.
- Lite, $19.99about 10
- Basic, $39.99about 20
- Premium, $79.99about 41
Questions people ask
- What videos should an accounting firm post?
- Short answers to the questions clients ask every season: a deadline and what to bring, whether a common expense is deductible, and a new-client intro. One question per video, under a minute, filmed by a partner at the desk.
- When should accountants post tax deadline videos?
- A few weeks before each date. In the US: February for the March 15 business deadline, March for April 15, and before each quarterly payment and the October 15 extension date. In the UK, post the Self Assessment reminder in December and January.
- Can an accountant give tax advice in a social media video?
- Give general information, not advice for a specific person. In the US, the AICPA code and Circular 230 prohibit false or misleading advertising, and state boards add rules. Say it is general information, never mention a client, and date the answer.
- Does a vertical 9:16 video work on LinkedIn for accountants?
- Yes. LinkedIn accepts vertical video, and on a phone a 9:16 video fills more of the screen. Cutroom exports one format, a 9:16 MP4 at 1080 by 1920. For a landscape video on your website, use a general editor.
- Can the firm's admin finish the partner's videos?
- Yes. The partner films one clip on a phone and the admin uploads it in a browser. The admin checks figures and form names, places clips by highlighting phrases, picks a caption theme and exports.
- Can an accounting firm reuse the same tax video every year?
- Yes, when the rule and the figures have not changed. Thresholds, limits and dates change often, so check each video before you repost it. When a number changes, film a fresh one and date the tax year in the post text.
- Which accounting firms should not use Cutroom?
- A firm that wants hour-long webinars cut into clips, landscape explainer videos, or voiced animations made from blog posts. Cutroom accepts one talking video of up to 3 minutes and returns one vertical video.
Film the tax question you answered most this month and see the finished reel. Your first video is free.