- 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.
QUICKBOOKS ACCOUNTANT TOOLKIT
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
-
-
- Import your existing client contact list manually.
- You can also use our integration tools to sync your contacts automatically.
- Your QuickBooks client list will import into Mailchimp and create an “audience,” or the contacts that you can now email.
TIP: Send a targeted email to a specific audience (e.g. existing clients with an LLC) by selecting it in your Audience dashboard.
-
- 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.
-
- After every email you send, review Mailchimp’s email analytics reports to see how it did and if it resonated with your clients.
- This video shows how to view and understand your email campaign report in Mailchimp.
Make every client relationship count
Now that you have momentum behind your email communications and your clients are engaged, let's keep it going with Mailchimp's user-friendly features that help you share further on social media and get yourself organized.
Get 75% off Standard plan. Schedule time with Mailchimp Sales now.
Call Mailchimp Sales: 1-833-456-8224
*Disclaimer
- Valid only for QuickBooks ProAdvisors who do not have a Mailchimp account and who sign up for Standard plan from 4/20/2023 - 4/20/2025 (MM/DD/YYYY format) through call-to-action button on this page. 75% off Standard plan for 12 months, not including add-on fees or one-time fees, followed by the Standard plan rate currently in effect based on your contacts and email sends. Your number of contacts will determine your pricing tier and number of monthly sends. When you redeem this offer, you will be placed on the Standard plan in a tier with up to 500 contacts and up to 6,000 monthly email sends. If you exceed these limits, you will be subject to additional charges for overages, which do not include the discount. You will lose the offer if you change your plan type or cancel your account. Pausing your account does not pause the discount. Once discount ends, you will automatically be charged Standard plan rate without discount.
- Quickbooks Online and Mailchimp sold separately. Integration available. Availability of features and functionality varies by plan type. For details, view Mailchimp plans and pricing.