Email Templates for Accountants

{{clientName}}, we need your {{taxYear}} tax documents by {{deadline}}

It's time to gather your tax documents. Here's exactly what we need and how to send it.

{{daysUntilDeadline}} days until the {{filingDeadline}} tax deadline

The {{filingDeadline}} filing deadline is approaching. Here's where you stand and what to do next.

Your engagement letter is ready for signature - {{firmName}}

Your engagement letter for {{taxYear}} services is ready. Sign it to get started on your taxes.

{{clientName}}, let's plan for year-end before December 31

There's still time to make moves that could lower your tax bill. Let's schedule a quick planning session.

Welcome to {{firmName}} - here's how to get started

You're all set. Here's what happens next and how to access your client portal.

Q{{quarter}} estimated taxes due {{paymentDeadline}} - don't forget

Your quarterly estimated tax payment is coming up. Here's the amount and how to pay.

Your {{month}} financial summary is ready

Here's a snapshot of your business finances for {{month}}. Revenue, expenses, and key metrics inside.

Your {{taxYear}} tax return is ready for your review

We've finished preparing your return. Here's a summary of what you owe (or what's coming back to you).

Know someone who needs a good accountant?

If you've been happy with our work, we'd love a referral. Here's a quick way to share.

Invoice #{{invoiceNumber}} from {{firmName}} - {{invoiceAmount}} due {{dueDate}}

Your invoice for {{serviceDescription}} is ready. Pay online in a few clicks.

Tax law change that may affect you - {{updateTitle}}

A recent tax law update could impact your finances. Here's what it means for you and what to do about it.

Your tax extension has been filed - new deadline {{newDeadline}}

We filed a {{taxYear}} extension for you. Here's your new deadline and what we still need to wrap things up.

Renew your {{serviceType}} services for {{upcomingYear}}

Your annual {{serviceType}} agreement is up for renewal. Here's what's included and what's changed.