Email templates and campaigns for accountants

Each guide covers one question, with the primary rule text it relies on listed at the foot of the page.

• Email marketing for CPA firms: the complete guideEmail marketing · complete guide
• Accounting newsletter ideas: 52 weeks of topicsEmail marketing · newsletter
• Tax law change email templates for clientsEmail marketing · tax law updates
• Tax season kickoff email templatesEmail marketing · season kickoff
• Document request email templates for accountantsEmail marketing · document requests
• Tax extension email templatesEmail marketing · extensions
• Estimated tax payment reminder emailsEmail marketing · estimated tax
• Year-end tax planning email campaignEmail marketing · year-end planning
• Client onboarding email sequence for CPA firmsEmail marketing · onboarding
• Referral request emails for accountantsEmail marketing · referrals
• Re-engagement emails for lapsed tax clientsEmail marketing · win-back
• How to upsell advisory services by emailEmail marketing · advisory

CAN-SPAM covers commercial email, including business-to-business messages, and requires an honest header and subject line, identification as an ad, a physical address, a working opt-out and opt-outs honored within 10 business days.

Circular 230 §10.30 bars false, misleading or coercive statements in practitioner advertising and solicitation and requires a copy of direct mail and e-commerce communications to be kept for at least 36 months.

The best-targeted email goes to clients whose records show the issue. When client books are in HelloBooks, you can see which clients paid contractors, bought equipment or have irregular income, and send the 1099, depreciation or estimated-tax email only to them.