Stay front of mind all year, not just at tax time
Clients who only hear from you once a year are easy for a competitor to tempt. We plan and send useful, well-timed messages: deadline reminders, rule changes, renewal check-ins and short updates that show you are on their side.
- Useful content, never spam
- Timed to your clients’ calendar
- Consent and opt-outs respected
Silence between appointments invites competitors in
After the return is filed or the policy issued, most firms go quiet until next year. In that gap, clients forget details, miss deadlines and start to wonder if someone else would serve them better.
A simple plan of helpful messages keeps you present, prevents last-minute panics and gives clients natural reasons to ask about more services.
38:1
average return reported for email marketing.
Everything you need, handled for you
Pick the full service or the parts you need. Every item is delivered in your firm’s name.
Deadline reminders
Filing, payment, document and renewal reminders, sent in good time.
Plain-language updates
Short notes on rule changes that affect your clients, reviewed by you.
Email newsletters
A clean, branded monthly or quarterly email that people actually open.
Text reminders
Short reminders for clients who opted in to texts.
Segmented lists
Different messages for individuals, businesses and policy types.
Engagement reports
Opens, clicks, replies and bookings from each message.
A year of useful touchpoints
An example plan for a tax and accounting firm. Insurance and advisory firms follow their own renewal and review cycles.
- JanDocuments checklist
- FebBook your appointment
- MarDeadline countdown
- AprFiled: what’s next
- MayMid-year planning
- JunEstimated payment reminder
- JulRule changes update
- AugBusiness check-in
- SepExtension deadline
- OctYear-end planning
- NovReview your coverage
- DecThank you and next year
Four steps from first call to results
- 1
Plan the year
A calendar of messages around your clients’ deadlines and renewals.
- 2
Write and design
Short, useful messages in your voice, approved by you.
- 3
Send to the right people
Segmented lists, opt-outs honoured and texts only to those who agreed.
- 4
Measure and improve
See what gets opened and what leads to bookings.
Built for licensed finance and tax firms
Questions about client nurture
How often should we email clients?
Usually once or twice a month, plus deadline reminders. Useful beats frequent.
Who writes the content?
We do, from your input, and you approve anything that touches tax, legal or financial guidance.
Which email tool do you use?
We can work in your existing tool or set up a simple one in your name.