Tax season means sending the same email to 200 clients — with the right name, the right deadline, the right filing type in each one. Smart templates with auto-placeholders and bulk sending let you communicate at scale without sounding like a robot.
Smart Templates
Reminder: Your {{filing_type}} deadline is {{deadline}}
Hi {{client_name}},
This is a reminder that your {{filing_type}} filing for {{business_name}} is due on {{deadline}}.
Please ensure all documents are submitted at your earliest convenience.
Best regards,
{{accountant_name}}
{{firm_name}}
Reminder: Your Corp T2 deadline is June 30, 2026
Hi James Wong,
This is a reminder that your Corp T2 filing for Chen Holdings Inc. is due on June 30, 2026.
Please ensure all documents are submitted at your earliest convenience.
Best regards,
Sarah Mitchell, CPA
Mitchell & Associates
Write once with placeholders. Each client gets a personalized email.
How It Works
Create email templates with 20+ placeholders: client name, business name, filing type, deadline date, firm name, accountant name. Design once, personalize automatically.
Select a group of clients, pick a template, preview the personalized versions, send. Hundreds of emails in seconds. Each one personalized.
See which emails were sent, to whom, and when. Reminder templates auto-fire on schedule. Follow up on non-responders.
Feature Deep Dive
Smart templates, bulk sending, and professional signatures — all built for CPA firms.
{{client_name}}, {{business_name}}, {{filing_type}}, {{deadline}}, {{firm_name}}, {{accountant_name}}, and more. Each email reads like it was written personally.
Select clients by filing type, status, group, or custom filter. Send personalized emails to all of them at once. Progress tracking shows delivery status.
Professional HTML signatures per user. Firm branding, contact info, social links. Applied automatically to every outgoing email.
Pre-built templates for filing reminders, document requests, appointment confirmations. Customizable for your firm's voice.
Organize templates by purpose: Reminders, Document Requests, Filing Updates, Onboarding, General. Quick access when composing.
See exactly what each client will receive before you hit send. Catch placeholder errors. Approve the content.
Smart templates, bulk sending, and professional signatures — everything your firm needs to communicate efficiently. Request a demo and see it in action.