Email Campaigns for Accounting Firms

2 emails

Reviews and referrals

• Accounting Client Referral Request
• Accounting Client Review Request

2 emails

Retention and reactivation

• Annual Accounting Engagement Renewal
• Annual Accounting Engagement Renewal Reminder

7 emails

Getting started

• E-File Authorization Reminder
• Engagement Scope And Authority Confirmation
• Personalized Tax Organizer Available
• Prior Accountant Records Request

2 emails

seasonal campaign

• Estimated Tax Payment Reminder
• Income Tax Return Filing Reminder

10 emails

Service and customer care

• Monthly Close Exception And Status
• Payroll Approval And Funding Cutoff
• Post-Filing Tax Package Available
• Secure Tax Payment Instructions

1 email

New leads

• Quarterly Accounting Planning Invitation

onboarding

Establish the prior-record baseline and release the correct secure organizer before active tax document collection.

Trigger: An engagement is signed, the client and covered entities are verified, and prior-record and organizer needs are known.

Timing: Request prior records after authority verification; release the organizer when the engagement, taxpayer, entity, and return scope are current.

2 distinct steps

renewal

Obtain a documented decision on one current annual accounting engagement before its verified renewal date.

Trigger: A current accounting engagement reaches its verified renewal window and the next version, scope, fee, term, and choices are final.

Timing: Send the complete renewal notice under the controlling agreement; send one conditional reminder only while the same version and decision date remain current.

2 distinct steps

seasonal promo

Remind a client about one current estimated-tax obligation and provide one verified payment path without creating payment authority.

Trigger: A current approved estimated-tax record reaches its verified reminder window before the jurisdiction-specific due date.

Timing: Send the reminder at the firm's verified checkpoint; provide payment instructions only while the amount, date, authority, and payment channel remain current.

2 distinct steps

post service

Close the filing record, invite an honest review or referral under independent eligibility rules, and offer a scoped planning conversation when appropriate.

Trigger: A scoped engagement reaches a verified completed-service state with no open complaint, dispute, security issue, payment exception, or authority action requiring priority handling.

Timing: Release the final package when ready; evaluate review, referral, and planning eligibility independently at later verified checkpoints rather than sending every message automatically.

4 distinct steps

onboarding

Collect a bounded extension decision and confirm the exact submission or acceptance state while preserving the payment deadline boundary.

Trigger: A qualified preparer verifies that an extension decision is available and the original filing path cannot be assumed.

Timing: Request the decision at the firm's verified checkpoint; confirm only after reconciled submission or authority acknowledgment.

2 distinct steps

onboarding

Move one return from a verified client action through authorization, transmission, and one terminal authority status without collapsing distinct states.

Trigger: A current return reaches a verified filing reminder or e-file authorization checkpoint.

Timing: Use the filing reminder only for a current client action; remind on unchanged authorization; confirm transmission immediately; then send either acceptance or rejection based on the authority acknowledgment.

5 distinct steps

professional services

professional services

professional services

professional services