12 best email marketing tools for accounting firms in 2025
Email marketing for accounting firms comes with unique challenges. You’re dealing with strict compliance requirements, seasonal workload swings during tax season, complex financial information that needs to be communicated clearly, and client relationships that can span decades.
Email marketing tools solve these problems by automating tax deadline reminders, segmenting clients by service type, and keeping you connected with clients year-round—not just during tax season. The right platform helps you stay top-of-mind, cross-sell advisory services, and generate more referrals without adding hours to your day.
In this guide, you‘ll find a detailed comparison table of 12 email marketing platforms, feature breakdowns for each tool, benefits specific to accounting firms, a step-by-step selection guide, and answers to common questions. Here’s a stat worth noting: email marketing delivers an average ROI of $42 for every dollar spent, with professional services firms often seeing even higher returns.
HubSpot is used by accounting firms worldwide — from solo practitioners to multi-partner CPA practices — who rely on the platform’s integrated CRM and marketing automation to increase client engagement and cross-sell advisory services.
Table of Contents
- What is email marketing for accounting firms?
- Comparison Table: Best Email Marketing Software for Accounting Firms
- Best Email Marketing Software for Accounting Firms
- Benefits of Email Marketing Software for Accounting Firms
- 10 Important Features for Accounting Email Marketing Software
- How to Choose an Email Marketing Tool for Accounting Firms (Step-by-Step)
- How to Create Email Marketing Campaigns for Accounting Firms
- Frequently Asked Questions
- Meet HubSpot, the Top Email Marketing Choice for Accounting Firms
What is email marketing for accounting firms?
Email marketing for accounting firms is how you stay connected with clients through targeted campaigns. You use it to send tax deadline reminders, share regulatory updates, deliver financial planning tips, announce new services, and maintain relationships during the off-season when client interaction naturally drops off.
Comparison Table: Best Email Marketing Software for Accounting Firms
|
Email Marketing Tool |
Best For |
Key Features |
Pricing |
Average Rating |
|
HubSpot |
Multi-partner firms needing CRM integration |
Free CRM, marketing automation, client portals, revenue tracking |
Free; Available with Marketing Hub; Starter $9/month per seat |
4.4/5 |
|
Mailchimp |
Small to mid-size CPA practices |
Templates, automation, segmentation, journey mapping |
