AI Marketing for Accounting & Tax Firms. The AI marketing for accounting firms that writes every e-mail
AI Marketing is AI marketing for accounting firms: a tax-season reminder, a new advisory service or a seminar invitation goes to the clients you filter by tag, stage or language, written from your own website and knowledge in each client's language. Only clients whose consent allows it are mailed, and every reply is answered or handed to a person.
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7 days free · per company, never per seat · nothing to install
Campaigns
An announcement, an invitation or a thank-you goes to the list you pick on one date, with a personal e-mail written for each client.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Tell our business clients about our new payroll service, in their languages.”
Lisa“Draft ready from your payroll page, in English and Spanish, for business clients who agreed to mail. Send it?”
You talk. Lisa sets it up. Applied only on your yes.
How Accounting & Tax Firms use it
In January the firm sends the organizer reminder to every individual client tagged for returns, in English or Spanish as each reads.
A seminar on year-end planning gets its invitation, reminder and thank-you e-mail, with each registration kept on the client's record.
A client answers that she wants to add bookkeeping; the follow-up starts and the partner is alerted while she is still interested.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Campaigns and events to segments of your contacts
- Templates written from your knowledge, in each customer's language; consent and frequency rules
- Replies handled by Front Office, a question gets an answer, an interest gets a follow-up
- Results on each customer's record; deliverability report
Add it to AI E-mail or get it inside a solution · See pricing › · Per company, never per seat.
Across the year
Email marketing for accounting firms, season by season
Before the season
The organizer reminder and the list of what to bring go to individual clients in January, each in the language the client reads.
Seminars and webinars
A year-end seminar or a webinar gets its invitation, its reminder and its thank-you, with each registration kept on the client's record.
New services
Advisory, payroll or bookkeeping announced to the business clients it concerns, filtered by tag or kind of contact, never to the whole list.
Results per client
Delivered, opened, clicked and replied sit on each client's record beside calls and chats, with each campaign's totals in one place.
Questions & answers
AI Marketing for Accounting & Tax Firms: questions & answers
What should an accounting firm send by e-mail during tax season?
What helps a client act on time: the organizer reminder, your office hours, how to book a drop-off or a signing, and any new service. AI Marketing writes these tax season email campaigns from your own website and knowledge, in each client's language, and you read every version first.
Who receives a campaign?
Only the group you filter, by tag, kind of contact, source, country, language, deal stage or the date of the last contact, and only clients whose consent allows it. A frequency rule keeps any one client from being mailed too often in the season, and an unsubscribe holds for good.
Will a campaign hurt our e-mail domain?
It is paced to protect it: at most 50 marketing e-mails a day to start, at least 90 seconds between sends with a random pause, and each client's own sending hours. The deliverability report reads bounces, complaints and SPF, DKIM and DMARC.
Do we need a marketing person to run it?
No. This marketing automation for accountants starts with one sentence: tell Lisa what to announce and to whom; she writes it from your knowledge, shows you each language and sends only on your yes. Your contacts are already there from every call, chat, e-mail and form, so there is no list to export.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.