How to use this email pack
Use these drafts as a lead magnet for other practices, or keep them for your own inbox. Each email asks for one thing and says what happens next.
What is inside
- Asking for missing recordsTwo items still needed for your [return or accounts].
- Gentle reminder after no replyStill waiting on [item].
- Sending a draft for approvalYour draft is ready to read.
- Explaining a billAbout your invoice.
- Welcoming a new clientWhat I need from you first.
- Giving an early estimateA rough idea of what to expect.
- Asking about an unusual paymentA quick question about a payment.
- Warning that a deadline is close[Filing or payment] deadline on [date].
Three title ideas for your own version
- Client emails for a calmer busy season
- Email templates for accountants
- Chasing records without the awkwardness
Where to promote it
- accounting communities
- practice newsletters
What emails do accountants send most often?
Most of an accountant's inbox is chasing missing records, sending drafts for approval, explaining fees and welcoming new clients. These nine templates cover all four, plus estimates, unusual payments, deadline warnings and wrapping up.
Make this email pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Use this templateBuilt with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.