Email Marketing forAccountants & CPAs
Keep clients informed during tax season and beyond
Maintain year-round client engagement with tax deadlines, financial tips, and document collection automation.
Use Cases
Powerful automation for Accountants & CPAs
Discover how SendMailOS can transform your email marketing with industry-specific workflows.
Tax Deadline Reminders
Automated reminders for key tax dates and deadlines
Document Collection
Streamline year-end document gathering with checklists
Financial Tips
Monthly financial planning tips and tax strategies
Tax Law Updates
Keep clients informed of relevant tax law changes
Industry-Specific Features
Built for Accountants & CPAs
SendMailOS comes packed with features designed specifically for your industry needs.
- Practice management integration
- Secure document upload links
- Deadline tracking
- Client portal integration
- Seasonal campaign templates
Automated Workflow
Active - 3 steps
Trigger
New subscriber added
Wait
24 hours delay
Send Email
Welcome message
2.4K
Sent
68%
Opened
12%
Clicked
Get Started
How it works
Get up and running in three simple steps.
Sign up in seconds
Create your free account and connect your existing tools. No credit card required.
Set up your workflows
Use our pre-built templates or create custom automations with our visual builder.
Watch your business grow
Start sending personalized emails and see engagement increase automatically.
Results
The impact for Accountants & CPAs
See the real results our customers achieve with SendMailOS.
Earlier document collection
More advisory services
Client retention
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Nurture prospects and showcase expertise with thought leadership emails
Ready to transform your accountants & cpas email marketing?
Join thousands of businesses that trust SendMailOS to deliver their most important messages. Start your free trial today.
No credit card required. Free plan available forever.