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.

Free plan available
No credit card required
Setup in minutes

Use Cases

Powerful automation for Accountants & CPAs

Discover how SendMailOS can transform your email marketing with industry-specific workflows.

1

Tax Deadline Reminders

Automated reminders for key tax dates and deadlines

2

Document Collection

Streamline year-end document gathering with checklists

3

Financial Tips

Monthly financial planning tips and tax strategies

4

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
sendmailos.com/dashboard/workflows

Automated Workflow

Active - 3 steps

Running
1

Trigger

New subscriber added

2

Wait

24 hours delay

3

Send Email

Welcome message

2.4K

Sent

68%

Opened

12%

Clicked

Get Started

How it works

Get up and running in three simple steps.

1

Sign up in seconds

Create your free account and connect your existing tools. No credit card required.

2

Set up your workflows

Use our pre-built templates or create custom automations with our visual builder.

3

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.

50%

Earlier document collection

35%

More advisory services

90%

Client retention

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.