How to Choose the Right Email Tool
The best email marketing tool depends on your situation:
Business size matters. Solo preparers can use simpler tools. Larger firms need platforms with more organization and team features.
Seasonal needs. Tax preparation is cyclical. Pick a tool that handles high-volume periods and stays affordable during slower months.
Budget is real. Calculate cost at your expected list size, not starting prices.
What Actually Works for Tax Preparers
After talking to many tax professionals about email marketing:
Document collection emails save time. Clients who receive reminder sequences arrive prepared. Less chasing means more appointments per day.
Year-round communication drives retention. Clients who hear from you between seasons stay clients. Planning tips keep you relevant.
Early scheduling emails fill your calendar. Start January reminders in early January. Clients who schedule early are easier to serve.
Getting Started
Pick a tool from this list. Then:
- Import your client list with basic segmentation
- Set up tax season reminder sequences
- Create a document collection automation
- Build a year-end planning campaign
Start simple and expand later.