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Guide · Client
How to Send a Monthly Newsletter to Your Accountancy Clients
Maintain regular contact and demonstrate value through curated monthly updates.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A monthly newsletter is a low-friction way to maintain visibility and share essential tax and business updates with your client base. By providing consistent, high-value information, you position your practice as a proactive partner, ensuring clients feel supported and well-informed throughout the financial year.
Why should you send a monthly newsletter?
It keeps your firm top-of-mind and builds trust by delivering regular, useful insights.
Consistency is key to long-term client retention.
What content works best for accountants?
A mix of tax deadline reminders, practical business advice, and practice updates.
Keep technical detail balanced with practical application.
What are the best practices for sending?
Use a clean layout, clear headlines, and always include a simple call to action.
Ensure your newsletter is mobile-friendly and easy to skim.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Infrequent scheduling
- Overly technical content
- No clear branding
- Missing GDPR opt-outs
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
What day is best to send?
Mid-week mornings often see the highest open rates for professional services, but test what works for your specific audience.
Can I use external content?
Yes, but always add your firm’s unique perspective to demonstrate your expertise and make the content more personal.
How long should it be?
Aim for a two-minute read. Clients are busy and will appreciate a concise summary over a long, rambling essay.
Do I need a designer?
No, a simple, clean template using your brand colours is usually more effective than a highly designed, cluttered layout.
Should I include personal news?
A little practice news—like a new hire or office update—adds a human touch that clients often enjoy and appreciate.
How do I track engagement?
Most email systems track opens and clicks, which helps you understand what content resonates most with your clients.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 23 September 2026. 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
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“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
