Email Marketing & Campaigns

Stay connected. Keep clients coming back.

Email marketing for tax preparers, accountants and bookkeepers. Create branded campaigns, schedule follow-ups and see how clients engage—all in your TAAX workspace.

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Built for client relationships

The right message, beyond tax season.

Keep your practice in the conversation with timely, useful emails for the clients you already serve.

Tax-season reminders

Share important dates, invite clients to book and remind them what to bring.

Newsletters & updates

Stay visible throughout the year with practice news, service updates and helpful tips.

Automated follow-ups

Build an email sequence with timed steps to keep the conversation moving.

Your campaigns, in one place

Create, schedule and track.

Choose your audience and template, then send now or schedule for later. Keep active campaigns, drafts and paused sequences organized in one view.

  • Connected client lists and audience filters
  • Single emails and multi-step sequences
  • Scheduled sending and timed follow-ups
  • Delivery, opens and engagement reporting
  • Pause or archive campaigns when needed
01 / Organize

Every campaign, one clear view.

Keep active campaigns, drafts and scheduled messages together. Find the campaign you need and stay in control of what goes out.

  • See campaign status at a glance
  • Keep your connected client audience close
  • Pause or archive when plans change
02 / Create

Build your next campaign.

Choose who receives your email, select a template and decide when it sends. Start with a single message or build a timed follow-up sequence.

  • Choose the right audience
  • Use ready-to-use email templates
  • Save a draft or schedule your send
03 / Track

See how each step performs.

Follow delivery and engagement across your sequence. Review sent, opened and pending emails to understand what is happening at each step.

  • Review delivery progress
  • Check opens and engagement
  • Explore results for individual steps
Explore campaign features

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Email marketing + TAAX Ai

Part of your connected office.

Keep email campaigns close to the client work you manage in TAAX. Explore marketing tools alongside TAAX Ai, client management, appointments and billing.

Less switching. More connection.

  • Your client relationships
  • Your campaigns and follow-ups
  • Your office tools, together
Good questions, clear answers

Email marketing, explained.

Get more from the client relationships you already have.

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Who is TAAX email marketing for?

It is designed for tax preparers, accountants and bookkeepers who want to stay in touch with clients through newsletters, reminders, service updates and follow-up campaigns.

Can I schedule a series of emails?

Yes. Create a multi-step sequence and set the wait time between emails. You can also send a single campaign, schedule it for later or save it as a draft.

Can I use my TAAX client list?

Yes. Campaigns use your connected TAAX customer data, with audience options to help you choose the right recipients.

What can I track?

Review delivery progress, sent and pending emails, opens and engagement. Sequence reports show results for individual steps.

How do I get access?

Email Marketing is available as an add-on in TAAX. Compare current plans and features or talk with our team to confirm the right option for your practice.

Start with your next message

Keep your practice top of mind.

Explore TAAX and find the tools that fit your office.

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