Email Automation
Schedule emails, send reminders, and automate client communication
Stop sending the same emails over and over. Create professional email templates, schedule campaigns, and automate follow-ups. Reduce email time by 80%.
Email Automation Features
Scheduled Sending
Write emails now, send them later. Schedule one-time sends or recurring campaigns. Perfect for quarterly reviews and tax season reminders.
Personalization
Merge fields insert client name, company, deadline dates automatically. Each email feels personal even though it's automated.
Workflow Triggers
Emails send automatically based on events: client signs up, deadline approaches, document uploaded, payment received.
Template Library
Pre-written templates for common scenarios. Customize once, use forever. Share templates across your team.
Email Templates
Create reusable templates for any scenario. Use merge fields to personalize automatically.
Pre-Built Templates Include:
Client Onboarding
- • Welcome email
- • Document request
- • Portal invitation
- • Kickoff call scheduling
Tax Season
- • Season kickoff announcement
- • Document deadline reminders
- • Return ready for review
- • E-file confirmation
Bookkeeping
- • Monthly close reminder
- • Report delivery
- • Missing transaction follow-up
- • Quarterly review invitation
General
- • Payment reminders
- • Thank you notes
- • Service updates
- • Holiday greetings
Merge Fields & Personalization
Make bulk emails feel personal with dynamic fields:
Example Template:
Hi {client_name},
Your {year} tax return is ready for review. The deadline to file is {deadline_date}.
Log in to your portal to review and e-sign.
System automatically replaces fields with each client's specific information.
Automated Follow-Ups
Set up multi-step email sequences that send automatically based on client actions or timeframes.
Example: Document Request Sequence
- Day 1: Initial document request sent
- Day 7: If not uploaded, send friendly reminder
- Day 14: If still not uploaded, send urgent reminder
- Day 21: Escalate to partner and client (firm configurable)
Sequence stops automatically when client uploads documents.
Email Analytics
Track email performance to improve communication:
- • Open Rate: How many clients open your emails
- • Click Rate: How many click links in emails
- • Response Time: Average time to client response
- • Best Send Times: When clients are most likely to engage
Compliance & Unsubscribe
All emails include automatic unsubscribe links as required by CAN-SPAM. Clients can opt out of marketing emails while still receiving critical engagement communications.
Best Practices
- Segment Your Lists: Different emails for individual vs. business clients
- Test Before Campaigns: Send test emails to yourself first
- Mobile-Friendly: All templates are responsive and look great on phones
- Clear Subject Lines: Make it obvious what the email is about
- Single Call-to-Action: One clear next step per email
Reduce Email Time by 80%
See how automation transforms client communication at leading accounting firms.
Read Case Studies