socialrobot

Social media for accountants, planned around your deadlines

SocialRobot reads your website and your deadline list, suggests reminders and plain explainers, and publishes the ones you pick on LinkedIn and Facebook.
Your assistantwriting for Lind & Ortega
Ready for you to check

How accounting firms post today

4.5
Instagram posts a week from the typical accounting firm, more than most small businesses
Accountants
4.5
Law firms
4.8
Real estate
5.5
All small businesses
3.5
1,045
views per Instagram Reel, the fewest of any type of business
Accountants
1,045
Law firms
1,424
All small businesses
2,696
Plumbers and trades
5,530
1.6%
engagement rate on Instagram. Law firms post about as often and get 2.6%
Accountants
1.6%
Law firms
2.6%
All small businesses
1.9%
how it works

How SocialRobot helps

Lind & Ortega
Reading lindortega.com
What Robot remembers

Posts about

DeadlinesWhat to send usExplainers

Your photos

Post ideas you can use this week

Deadlines

Estimated tax due January 15

Lind & Ortega
L

Lind & Ortega

now ·

Self-employed? Your last estimated tax payment for 2026 is due Friday, January 15. Send us your income and expenses through December by January 8 and we’ll tell you what to pay.

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Deadlines

Corporations: December 15

Lind & Ortega
L

Lind & Ortega

now ·

Corporations: the fourth estimated tax payment for 2026 is due Tuesday, December 15. If profit came in higher than planned, let’s look at the number this week.

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Deadlines

Before December 31

Lind & Ortega
L

Lind & Ortega

now ·

What has to happen by December 31 to count for 2026: donations, retirement contributions through payroll, and business purchases you want to deduct this year. IRA contributions can wait until April 15.

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Dates coming up

Dec15Tue

Corporations: fourth 2026 estimated payment

The date, and an offer to recheck the amount if profit beat the plan.

Post on Sat, Dec 5

Dec31Thu

Last day of the 2026 tax year

What has to happen by December 31 to count for 2026, and what can wait until April 15.

Post on Thu, Dec 17

Jan15Fri

Q4 2026 estimated tax due

Who pays it, and the date you need their numbers by.

Post on Fri, Jan 1

Feb1Mon

W-2 and 1099-NEC due

January 31 is a Sunday, so they’re due Monday. Ask for payroll reports and W-9s by mid-January.

Post on Mon, Jan 11

Rules worth knowing

  • Don’t promise a refund or a result. Your professional rules treat that as misleading.
  • Name a client or share their numbers only with their written consent. Using a client’s tax return information without a signed consent is a crime in the US.
  • Enrolled agents can’t describe themselves as “certified” or imply they work for the IRS.
  • Check every date against the IRS each year. A deadline that falls on a weekend or holiday moves to the next business day: 2026 W-2s are due February 1, 2027.
  • Answer general questions in the comments. Anything about one person’s own taxes goes to a private conversation.

Do it yourself or hire an agency?

An agency

  • Plans and writes a monthly content calendar
  • Designs graphics and short videos
  • Runs paid ads on LinkedIn and Facebook
  • Charges a monthly retainer

You, with SocialRobot

  • Plans posts from your website and your deadline list
  • Suggests posts in your firm’s voice
  • Publishes to LinkedIn, Facebook and Instagram in each format
  • Free plan; Robot from $19 a month

Questions

What should accountants post on social media?

Deadline reminders with the date and what you need from clients, short explainers of one rule at a time, what to send and when, and news about the firm and its people. Leave out client names and numbers unless the client agreed in writing, and never promise a refund.

How often should an accounting firm post?

The typical accounting firm already posts 4.5 times a week on Instagram, more than most small businesses. Two or three useful posts a week, tied to the tax calendar, are enough. Post more around the big deadlines and less in the quiet months.

Are Instagram Reels worth it for accountants?

Not as the main effort. The typical accounting firm gets 1,045 views per Reel, the fewest of any type of business, against 2,696 for the typical small business. Put your time into deadline posts on LinkedIn and Facebook, and keep Reels for a short explainer now and then.

Can we post about our clients?

Only with their written consent. A review the client agreed to share is fine; a number from their return, without a signed consent, is not.

Is there a free tax deadline social media calendar?

Yes. The calendar page lists the federal tax deadlines from December 2026 to October 2027, with a post idea and the day to publish it, as a CSV you can open in Google Sheets.

Can SocialRobot post to our LinkedIn Company Page?

Yes, and to the partners’ own LinkedIn profiles and your Facebook Page. Comments on your Company Page posts arrive in SocialRobot’s inbox, where you answer as the page. Robot suggests the posts and you decide what goes out. Robot comes with Starter ($19 a month) and Pro ($29).

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