Workflow for Your CPA Firm's Email Marketing

Create strategic email marketing campaigns for your accounting firm communications with built-in messaging templates and helpful workflow strategies.


Built-in templates created specifically for accounting firm communications and email campaigns


Database segmentation with the ability to add custom fields and tags


Let our team help you build targeted drip campaigns


Access on-demand single email messaging for important announcements

Access a fully stocked library of workflow templates designed specifically for CPA firm communications.

From client tax deadline reminders to marketing campaigns, the IndustryNewsletters™ workflow library has everything you'll need to easily set up your accounting firm messaging.

Target Your CPA Firm Audience & Easily Build Campaigns with Our Workflow Solutions

Our easy-to-use workflow templates are pre-populated with your accounting firm communications needs in mind. Our customized solutions and helpful customer support team will make your automated firm messaging a breeze.

Get your CPA firm communications workflow started today!

Targeted communications help your accounting firm nurture clients and generate warmer new leads.

Fill out the form here and a member of our team will contact you to set a one-on-one demonstration of the IndustryNewsletters™ platform with built-in accounting firm marketing workflow solutions.