Updated 2026-02-01

Best Email Marketing Tools for Accountants

Stay top of mind with clients, generate referrals, and grow your accounting practice with the right email marketing platform.

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Running an accounting firm means balancing client work with business development. You need to keep clients informed about tax deadlines, nurture leads through busy season, and build referral relationships. Email marketing helps you stay connected without endless phone calls. But most email tools are built for retail or tech companies. Here are 13 platforms that actually work for accountants, ranked by ease of use, automation features, and value for money.

Why Accountants Need Email Marketing

Stay Top of Mind for Referrals

Past clients refer when they remember you. Regular newsletters with tax tips keep your firm front of mind when someone asks 'do you know a good accountant?'

Deadline Reminders

Tax deadlines, estimated payment dates, and filing reminders are valuable to clients. Automated emails ensure nothing falls through the cracks.

Nurture Leads Year-Round

Most people only think about accountants during tax season. Email keeps you visible during the other 10 months.

Upsell Advisory Services

Clients may not know you offer bookkeeping, payroll, or financial planning. Email educates them about your full service offering.

13 Best Email Marketing Tools for Accountants

Our Top Pick for Accountants
#1
Sequenzy

AI-powered email marketing built for service businesses. Creates client sequences automatically.

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Best for
Accounting firms wanting automated client communication without complexity
Pricing
$29/month for 50,000 emails

Pros

  • AI writes deadline reminder and nurturing sequences
  • Simple interface staff can use
  • Pay for emails sent, not contacts stored
  • Direct founder support

Cons

  • Launched in 2025, less track record
  • No built-in SMS
  • Fewer templates than established competitors
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#2
Mailchimp

The most popular email marketing platform. Solid features but can get expensive.

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Best for
Firms wanting a well-known platform
Pricing
Free up to 500 contacts, then $13-350/month

Pros

  • Extensive templates
  • Many integrations
  • Strong deliverability
  • Good analytics

Cons

  • Gets expensive fast
  • Interface overwhelming
  • Support has declined
  • Not designed for accountants
See Full Comparison
#3
Constant Contact

Long-standing email platform popular with professional services.

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Best for
Firms wanting simple email with phone support
Pricing
From $12/month for 500 contacts

Pros

  • Very easy to use
  • Excellent phone support
  • Event management
  • Social integration

Cons

  • Limited automation
  • Dated templates
  • Higher prices
  • Basic segmentation
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#4
ActiveCampaign

Powerful automation platform with a learning curve.

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Best for
Larger firms with dedicated marketing staff
Pricing
From $29/month for 1,000 contacts

Pros

  • Excellent automation
  • CRM included
  • Great deliverability
  • Detailed scoring

Cons

  • Steep learning curve
  • Overkill for small firms
  • Complex interface
  • Price jumps with features
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#5
Brevo

Formerly Sendinblue. Good value with transactional email included.

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Best for
Budget-conscious firms needing email and SMS
Pricing
Free up to 300 emails/day, then from $25/month

Pros

  • SMS included
  • Generous free tier
  • Transactional included
  • Good automation

Cons

  • Daily limits on free
  • Support can be slow
  • Limited integrations
  • Branding on free tier
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#6
MailerLite

Clean, simple email marketing with good automation.

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Best for
Firms wanting simplicity and affordability
Pricing
Free up to 1,000 subscribers, then from $10/month

Pros

  • Very affordable
  • Clean interface
  • Good landing pages
  • Generous free tier

Cons

  • Strict approval
  • Limited advanced features
  • Basic reporting
  • Financial services sometimes flagged
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#7
Drip

E-commerce focused but works for selling online courses.

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Best for
Accountants selling online courses or products
Pricing
From $39/month for 2,500 contacts

Pros

  • Strong automation
  • Revenue tracking
  • E-commerce features
  • Detailed analytics

Cons

  • Built for e-commerce
  • Expensive
  • Wrong focus for most firms
  • Learning curve
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#8
GetResponse

All-in-one marketing platform with webinars and landing pages.

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Best for
Firms running educational webinars or seminars
Pricing
From $19/month for 1,000 contacts

Pros

  • Webinar hosting
  • Landing page builder
  • Automation templates
  • Competitive pricing

Cons

  • Busy interface
  • Email editor could improve
  • Support varies
  • Features feel bolted on
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#9
AWeber

One of the original email platforms. Simple and reliable.

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Best for
Firms wanting no-frills reliability
Pricing
Free up to 500 subscribers, then from $15/month

Pros

  • Reliable deliverability
  • Simple to use
  • Good support
  • Long track record

Cons

  • Feels dated
  • Limited automation
  • Basic templates
  • Little innovation
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#10
ConvertKit

Built for creators but works for content-focused accountants.

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Best for
Accountants who create content regularly
Pricing
Free up to 1,000 subscribers, then from $29/month

Pros

  • Great for newsletters
  • Clean management
  • Tag-based automation
  • Creator features

Cons

  • Not for accounting
  • Limited design
  • No free landing pages
  • Expensive at scale
See Full Comparison
#11
HubSpot

Enterprise marketing platform with email included.

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Best for
Large firms with marketing staff
Pricing
Free basic, paid from $50/month (realistically $200+)

Pros

  • Full CRM
  • Great for teams
  • Excellent reporting
  • Many integrations

Cons

  • Overkill for small firms
  • Expensive
  • Complex setup
  • Ecosystem commitment
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#12
Moosend

Budget email marketing with solid features.

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Best for
Very price-conscious firms
Pricing
From $9/month for 500 subscribers

Pros

  • Very affordable
  • Good automation
  • Responsive support
  • Landing pages

Cons

  • Less known
  • Limited integrations
  • Smaller templates
  • Fewer features
See Full Comparison
#13
Campaign Monitor

Professional email marketing with beautiful templates.

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Best for
Firms prioritizing professional email design
Pricing
From $9/month for 500 contacts

Pros

  • Beautiful templates
  • Professional emails
  • Reliable delivery
  • Link review

Cons

  • Contact-based pricing
  • Limited automation
  • Gets expensive
  • Not accounting-specific
See Full Comparison

Feature Comparison

FeatureSequenzyMailchimpConstant ContactActiveCampaign
Deadline reminders
Client onboarding sequences
Basic
AI content generation
Drag-and-drop editor
Automation workflows
Basic
SMS marketing
Free tier available

Email Sequences Every Accountant Needs

These are the essential automated email sequences that will help you grow your business and keep clients coming back.

New Client Onboarding

Trigger: When client signs engagement letter

Welcome new clients and set expectations. This sequence builds confidence and reduces anxiety.

Immediately
Welcome to {{firm_name}}, {{first_name}}

Thank you for choosing us. Overview of what to expect and next steps.

Day 3
Documents we will need from you

Clear checklist of required documents. Makes their job easy.

Day 7
Questions about our process?

FAQ about working together. Invite them to reach out.

Tax Deadline Reminders

Trigger: Based on calendar

Help clients never miss a deadline. Positions you as their proactive partner.

30 days before deadline
Upcoming deadline: {{deadline_name}}

What is due, who it affects, what action to take.

7 days before
Reminder: {{deadline_name}} is next week

Final reminder with specific action items.

Day after
Did you make the {{deadline_name}} deadline?

Check in. Offer help if they missed it.

Monthly Tax Tips Newsletter

Trigger: Monthly

Stay top of mind with valuable content. Drives referrals and upsells.

Monthly
Tax tip: {{topic}}

One actionable tax tip. Brief firm updates. Referral reminder.

Year-End Tax Planning

Trigger: October annually

Promote year-end tax planning services. Drive revenue before year closes.

Early October
Year-end tax planning time, {{first_name}}

Why year-end planning matters. Introduce your service.

Late October
3 tax moves to make before December 31

Specific strategies. Soft call to action.

Early November
Schedule your year-end planning session

Direct invitation to book. Create urgency.

Create These Sequences with AI

How to Choose the Right Email Tool

The best email marketing tool depends on your situation:

Firm size matters. Solo practitioners can use simpler tools. Larger firms need platforms with more organization.

Client type matters. If you serve businesses, you need more sophisticated segmentation. Individual tax clients can use simpler communication.

Budget is real. Calculate cost at your expected contact list size, not starting prices.

What Actually Works for Accountants

After talking to many accountants about email marketing:

Deadline reminders are gold. Clients genuinely appreciate deadline reminders. This is the easiest win in accounting email marketing.

Stay educational. The best accounting newsletters teach clients something useful. This builds trust and positions you as the expert.

Focus on referrals. Past clients are your best lead source. Email keeps you top of mind when someone asks for recommendations.

Getting Started

Pick a tool from this list. Then:

  1. Import your contact list
  2. Set up deadline reminder automation
  3. Create a new client onboarding sequence
  4. Send a monthly tax tips newsletter

Start simple and expand later.

Frequently Asked Questions

Monthly newsletters work well for general client communication. Deadline reminders should match the tax calendar. Avoid over-emailing outside of busy season.

Tax tips, deadline reminders, and regulatory updates perform well. Keep it practical and actionable. Clients appreciate help understanding complex tax topics in plain language.

Stay top of mind with valuable content. Include a subtle referral request in post-engagement follow-ups. Make it easy for clients to forward your emails.

Both serve different purposes. Email works well for document requests, reminders, and general updates. Phone is better for complex discussions and sensitive matters.

Offer valuable resources like tax guides or checklists. Collect emails from consultations. Network and ask for business cards. Promote signup on your website.

Open rate (aim for 25%+), click rate (2-5%), and unsubscribe rate (under 0.5%). Track new clients and referrals that come from email.

Educate clients about what you offer beyond compliance work. Share case studies of how advisory helped clients. Make soft offers in newsletters.

Yes, but keep it general. Use educational content about tax strategies rather than specific client situations. Never include confidential information in marketing emails.

Specific and helpful works best. Examples: 'Your Q4 estimated tax reminder' or 'Tax change that affects business owners' perform well. Avoid clickbait.

Increase communication during tax season with document requests and deadline reminders. Then maintain contact during off-season with planning tips to stay top of mind.

Ready to grow your accountant practice?

Start your free trial today. Set up your first email sequence in minutes with AI-powered content generation.

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Sequenzy - Complete Pricing Guide

Pricing Model

Sequenzy uses subscriber-based pricing. You only pay for subscribers active in sequences (automations). Inactive subscribers are free to store.

All Pricing Tiers

  • 0-100 subscribers: Free (Free annually) - 2k emails/month
  • 101-1,000 subscribers: $19/month ($205/year annually) - 15k emails/month
  • 1,001-5,000 subscribers: $29/month ($313/year annually) - 60k emails/month
  • 5,001-10,000 subscribers: $49/month ($529/year annually) - 120k emails/month
  • 10,001-25,000 subscribers: $99/month ($1069/year annually) - 300k emails/month
  • 25,001-50,000 subscribers: $199/month ($2149/year annually) - 600k emails/month
  • 50,001-100,000 subscribers: $349/month ($3769/year annually) - 1.2M emails/month
  • 100,000+ subscribers: Custom pricing (Custom annually) - Unlimited emails/month

Yearly billing: All plans offer a 10% discount when billed annually.

Free Plan Features (0-100 subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations
  • Full REST API access
  • Custom sending domain

Paid Plan Features (1,000 - 100,000 subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations (Stripe, Paddle, Lemon Squeezy)
  • Full REST API access
  • Custom sending domain

Enterprise Plan Features (100,000+ subscribers)

  • Visual automation builder
  • Transactional email API
  • Reply tracking & team inbox
  • Goal tracking & revenue attribution
  • Dynamic segments
  • Payment integrations
  • Full REST API access
  • Custom sending domain

Important Pricing Notes

  • You only pay for subscribers who are active in automations/sequences
  • Storing inactive subscribers is free
  • No hidden fees - all features included in the price
  • No credit card required for free tier

Contact

  • Pricing Page: https://sequenzy.com/pricing
  • Sales: hello@sequenzy.com