Email Marketing for CPA Firms: The Complete Guide | HelloBooks Email marketing for CPA firms: list building, segments from client data, a yearly calendar, CAN-SPAM requirements and Circular 230 §10.30 limits.
A CPA firm’s email list is mostly people who already trust it. The job is to send fewer, better-timed messages that help clients act before a deadline, and to stay inside the rules while doing it.
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Smarter accounting for growing businessesHi {first_name},
Three changes from this year’s tax law are likely to matter to you. Each link below goes to a page with the IRS source.
Reply to this email if you want to talk through any of them.
{Firm name} · {street address, city, state} · Unsubscribe
Honest sender and subject, a physical address and an opt-out: the CAN-SPAM basics.
The FTC compliance guide lists the main requirements: no false or misleading header information, no deceptive subject lines, identify the message as an ad, tell recipients where you are located, tell them how to opt out, honor opt-outs within 10 business days, and monitor what others do on your behalf.
The law makes no exception for business-to-business email, and each separate email in violation can carry a penalty of up to $53,088, according to the FTC guide.
Section 10.30(a)(1) bars practitioners from public communications or private solicitations containing a false, fraudulent or coercive statement, or a misleading or deceptive statement. Enrolled agents may not describe themselves using the term certified.
Section 10.30(c) requires a copy of direct mail and e-commerce communications to be kept for at least 36 months from the last transmission or use. Archive each campaign as sent.
Generic newsletters get ignored. Segments built from client records get read: business clients who paid contractors this year, clients with irregular income, clients who bought equipment. With client books in HelloBooks, those lists come from the ledger rather than from memory.
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General information for tax and accounting professionals, not legal advice. Rules are summarised from the primary sources listed on the date shown; read the current text before relying on it.
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