Email clients from the desk and use templates

Send personalised emails to one client or many, and keep the replies on the client record.

Open Clients and choose Email clients, or use Email in a client's header. Send to your CT, VAT or accounting clients, all active clients, a group, or clients you pick by hand.

Merge fields fill in each client's details, for example {client}, {contact}, {firm}, {ct_trn}, {vat_trn}, {next_ct_due}, {next_vat_due} and {me}. A preview shows the first email before you send. Emails go only to the addresses on each client's record, with your firm's name as the sender and replies coming back to you.

Replies

Every email is saved on the client's Emails tab. Replies are matched to the conversation and filed there too, and the sender is notified. Owners, admins, and the client's handler and account manager can read the tab.

Templates (Firm plan)

Built-in templates cover an introduction, CT, VAT and accounts status updates, and an other filing reminder. Managers and above can save the firm's own templates for everyone to use.