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Take your firm’s communication to the next level

Sign up for a new Mailchimp account and get 75% off our Standard plan for your first 12 months.

Jumpstart client connections

We’ve put together these resources that set you up for success, no matter the season.

Reach out to level up

You’ve got big plans for your accounting firm. Achieve those goals by connecting with new and existing clients and creating value with your expertise.

Be their inbox expert

You can educate each of your clients about their accounting needs and also remind them of upcoming deadlines. Email keeps you connected throughout the year.

Get 75% off Standard plan

Taking your firm's communications to the next level will help you stay competitive in the industry and help you acquire, retain, and connect with your clients.*

Establish your online presence

Your practice has grown thanks to your excellent work ethic, professionalism, and word-of-mouth referrals. As you grow your client list, consider establishing an online presence that mirrors that trustworthy personal brand that you’ve worked so hard to build. Plus, you get to brag about those 5-star testimonials.

5 steps to creating your first email

    • Get opt-in, or permission, from your clients to receive tips via email.
    • Add a sign-up link to the bottom of your invoices for clients to sign up.

    TIP: Create a signup form using our simple form builder.

    • Browse Mailchimp’s email templates and choose one that fits your needs.
    • You can also use Mailchimp’s Creative Assistant to generate a design from your firm’s website, including colors, fonts, and images.
    • Add your content to the email template by dragging and dropping content blocks.

    TIP: Combine your QuickBooks paid invoice data with Mailchimp’s powerful automation tools to add a personal touch to your emails. Learn how in this video.

    • From your organized QuickBooks clients list, select the contacts (or audience) you want to reach.
    • Send a test email to yourself or your team to catch any typos or changes.

Get 75% off Standard plan. Schedule time with Mailchimp Sales now.

Call Mailchimp Sales: 1-833-456-8224