LogoLedger
0% average open rate across 1,200 accounting firms

Email templates
built for the
books.

Weekly newsletters your clients actually open. 14 accounting-specific layouts, 3-minute setup, zero design degree required.

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Q1 2026
Tax Deadline Summary

April 15 is 3 weeks away — here's your checklist

Form 1040 individual returns
Schedule C (self-employed)
IRA contribution deadline
Extension requests (Form 4868)

Questions? Reply to this email.

Deductions
Quarterly Deduction Checklist

7 deductions your clients are still missing

Home office square footage
Vehicle mileage log (67¢/mile)
Professional development costs
Health insurance premiums

Forward to a client who needs this.

Urgent
Regulatory Change Alert

IRS updates 1099-K threshold — affects your clients

New threshold: $600 (was $20K)
Effective: January 1, 2026
Affected: Venmo, PayPal, Zelle
Action required before filing

Read the full IRS guidance →

Scroll
By the numbers
Featured Layout

Tax deadline summaries
clients actually read.

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Tax Deadline
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14
0
industry-specific layouts
Tax deadlines, deduction checklists, regulatory alerts, CFO updates, and more
3
0min
average build time
From blank to branded, sent to your client list
47
0%
more clicks vs plain-text
Across 4,800 sends tracked in Q4 2025
Most Used

Quarterly deduction
checklists that convert
referrals.

Clients forward these. Solo CPAs report 2.3× more inbound referrals in the first 90 days.

Home OfficeVehicleRetirementHealthcare
Deductions
0+
accounting firms
Solo CPAs to 50-person firms
0%
deliverability rate
SPF, DKIM, DMARC configured
0.8★
satisfaction score
From 847 verified reviews
Template directory

Every drawer,
perfectly labeled.

14 layouts organized by accounting workflow — not by generic category.

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Tax Deadline Summaries

High-Open

Countdown-style emails that land 3 weeks before major deadlines. Clients bookmark these.

71%
Open rate
34%
Click rate
Preview template

Regulatory Change Alerts

Urgent Format

Urgent-format updates for IRS rule changes, new thresholds, and compliance deadlines.

68%
Open rate
41%
Click rate
Preview template

Quarterly Deduction Checklists

Most Forwarded

Forwarded more than any other template type. Built for referral generation.

65%
Open rate
38%
Click rate
Preview template

CFO Monthly Briefings

CFO Tier

Executive-tone updates for fractional CFOs. Board-ready formatting, zero design work.

74%
Open rate
29%
Click rate
Preview template

Year-End Tax Planning

Seasonal

November and December sends. Positioned as proactive advice, not reactive filing.

79%
Open rate
45%
Click rate
Preview template

Client Onboarding Sequences

5-Email Series

5-email drip for new clients. Sets expectations, reduces back-and-forth by 40%.

82%
Open rate
52%
Click rate
Preview template
+ 8 more layouts available
Real results
My clients started forwarding the deduction checklist to their friends. I picked up four new clients in January without a single cold call. The template did the work.
Patricia Kowalczyk, CPA, professional woman in business attire at desk
Patricia Kowalczyk, CPA
Solo practitioner, Chicago, IL
Kowalczyk Tax Advisory
Open Rate
76%
vs 21.3% industry average
Result
+4 clients
from a single newsletter send
Verified Ledger customer

Used by teams at

D
GT
BDO
RSM
CR
CC
Marcus Osei, CPA, professional man in suit smiling

"We send to 340 clients every quarter. Before Ledger we were paying a designer $800 per send. Now it takes one person 20 minutes and looks better than anything we had before."

Marcus Osei, CPA, CFP·Osei & Hartman Financial Group
69%
Open rate