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Client Newsletters for Accountants: What to Send and When
A regular newsletter keeps you visible to clients between the moments they actually need you.
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
Send a short, practical newsletter monthly or quarterly, covering upcoming deadlines, one useful tip, and a brief practice update. Keep it under five minutes to read. Consistency matters more than length — a short newsletter sent reliably beats a long one sent occasionally.
What should an accounting client newsletter actually contain?
A useful client newsletter mixes upcoming deadlines, one practical tip relevant to your client base, and a short practice update — kept brief enough to read in a few minutes.
Clients don't want a long, dense document. They want to be reminded of what's coming up, learn one useful thing, and know their accountant is active and paying attention. Newsletters that try to cover everything end up read by no one.
The other overlooked point is segmentation — a landlord doesn't need the same content as a limited company director, and sending everyone the same generic email reduces relevance for both.
Why irregular or generic newsletters cost UK practices client engagement
A firm sends a newsletter twice a year, whenever someone finds time, packed with every update since the last one. Clients skim it, if they open it at all, and by the third irregular edition most have stopped expecting anything from the firm between meetings.
The clients who leave a firm quietly — not angrily, just drift away to someone more responsive-seeming — often cite feeling like they never hear from their accountant except at fee time. A newsletter is one of the cheapest ways to stay visible, but only if it's actually sent on a schedule people can rely on.
I've seen firms invest hours in one beautifully designed newsletter and then not send another for eight months. Consistency beats polish every time.
- Newsletter sent occasionally, no schedule
- Content tries to cover everything at once
- Clients skim or ignore it
- Firm goes quiet between newsletters
- Client feels forgotten
- Leak: Client is more open to a competitor's outreach
Signs you have this problem
- Your last newsletter went out more than three months ago
- You've never segmented content by client type
- Newsletters are written from scratch each time with no template
- Open or click rates aren't tracked
- Content is generic rather than tied to real upcoming deadlines
How to run a client newsletter: step by step
- 1
Pick a realistic schedule
Monthly or quarterly — choose whichever you can actually sustain, and stick to it.
- 2
Segment your list
Group clients by type (sole trader, limited company, landlord) so content stays relevant.
- 3
Build a simple template
Deadline reminder, one tip, one practice update — the same structure every time speeds up writing.
- 4
Write for five minutes, not fifty
Keep each section to a couple of sentences; link out for anyone who wants more detail.
- 5
Send with personalisation
Use the client's name and, where relevant, their business type in the greeting.
- 6
Review what gets engagement
Note which topics or subject lines get replies or questions, and do more of that.
Quarterly newsletter structure
A reusable skeleton you can fill in each quarter without starting from scratch.
Copy and adapt
Subject: [Firm name] update — [Month/Quarter] Hi [Client name], A few things worth knowing this quarter: Upcoming deadlines: [e.g. Self Assessment due 31 January / VAT return due X] One tip: [short, practical point relevant to your client base — e.g. keep digital records ready for MTD ITSA] From us: [brief practice update — new team member, new service, office news] As always, get in touch if anything's on your mind. [Your name]
How does Remindoo help accountants send client newsletters?
Remindoo's bulk emails let you send a personalised newsletter, using tokens for client name and relevant details, to your whole client base or a filtered segment — sole traders, limited companies, landlords — so content stays relevant without building separate lists elsewhere. Email templates save your newsletter structure so each edition starts from a consistent base rather than a blank page. Automated reminders can prompt your team when the next newsletter is due, so a busy month doesn't mean it gets skipped. Recurring services and Companies House sync give you an accurate view of upcoming client deadlines to include, straight from the data already in the system. It's free CRM for accountants and bookkeepers — free for 60 days, then per-client pricing with unlimited users.
Bulk client emails and newsletters
Update your whole client base at once.
See featureEmail templates
Standard client messages ready to send.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureCompanies House sync
Import company details and filing deadlines.
See featureWhat changes when you fix it?
| Area | Spreadsheets, inbox and memory | With Remindoo |
|---|---|---|
| Sending schedule | Irregular, whenever there's time | Reminder-driven, on a fixed cadence |
| Segmentation | One email to everyone | Filtered by client type |
| Content prep | Written from scratch each time | Saved reusable template |
| Deadline accuracy | Manually checked or guessed | Pulled from recurring services data |
| Personalisation | Generic greeting | Client name and details via tokens |
See it working with your own clients
A 30-minute walkthrough using your leads, services and deadlines.
How often should an accounting firm send a client newsletter?
Monthly or quarterly both work well — the key is picking a frequency you can sustain reliably rather than one that sounds ambitious but lapses after two editions.
| Frequency | Best for |
|---|---|
| Monthly | Firms with capacity for short, frequent updates |
| Quarterly | Smaller firms wanting something sustainable |
| Deadline-triggered only | Firms preferring reminders over general updates |
“Automation saves time and no follow-up is missed.”
Frequently asked questions
Should newsletters be the same for every client?
Ideally not — segmenting by client type (sole trader, company, landlord) keeps deadlines and tips relevant, which improves engagement.
How long should an accounting client newsletter be?
Short enough to read in under five minutes — a deadline reminder, one tip, and a brief update is usually enough.
Can newsletters double as a marketing tool?
Yes — mentioning a new service or capacity for new clients within a genuinely useful newsletter is a soft, low-pressure way to generate leads.
Does Remindoo send newsletters from my own domain?
No — Remindoo sends bulk emails through the platform, not from your firm's own email domain.
What if clients unsubscribe from the newsletter?
Respect unsubscribes immediately and keep your list clean; a smaller engaged list is more valuable than a large ignored one.
Should tax deadlines be the main content?
They're a strong anchor because they're always relevant, but pairing them with one practical tip keeps the newsletter from feeling purely transactional.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to crm for accountants.
Last updated: . General guidance, not regulatory advice.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
