Every campaign already built.
Just hit send.
Ledger writes, designs, and schedules the tax deadline reminders, advisory upsells, and retention drips that accounting firms keep postponing — quarter after quarter.
Your email program is quietly killing client retention.
The industry average for accounting firm emails. Your clients aren't ignoring you — they're getting irrelevant messages at the wrong time.
One compliance blast. One holiday card. That's it. Meanwhile your competitors are running seven-touch nurture sequences.
They didn't churn because of your fees. They churned because they felt like a transaction, not a relationship.
Pre-built. Accounting-specific. Ready to deploy.
Every campaign is written by specialists who know the difference between a 1040 and an advisory retainer.
Q4 Advisory Upsell
Triggers 8 weeks before year-end. Identifies clients with unrealized tax savings and books advisory calls automatically.
New Client Onboarding
Turns a signed engagement letter into a retained client. Introduces your team, sets expectations, and plants the seed for expanded services.
Tax Deadline Reminders
Syncs with the IRS tax calendar. Sends deadline-specific reminders to the right client segments — no manual scheduling.
At-Risk Client Recovery
Detects engagement drop-off signals and launches a recovery sequence before a client decides to leave.
Firm names. Real numbers. No projections.
Callahan & Reeves CPA
Boston, MA
"We went from one compliance blast a quarter to a full retention engine. Three advisory clients we would have lost became our biggest upsells."
Priya Mehta, CPA
Chicago, IL
"I was spending every Monday feeling guilty about marketing. Now I forget it's even running. The onboarding drip alone recovered two clients who were about to leave."
Thornton Advisors Group
Austin, TX
"The fractional CMO we hired said it would take 18 months to build this. Ledger had it running in two weeks. Same results, a fraction of the cost."
No retainer. No guesswork. No more Monday guilt.
For solo practitioners who want retention without the overhead.
- ✓Up to 3 active campaigns
- ✓500 contacts included
- ✓Tax deadline calendar sync
- ✓Onboarding drip (7-email)
- ✓Monthly performance report
- ✓Email deliverability monitoring
For 2–50 person firms that need a full retention program.
- ✓Unlimited active campaigns
- ✓5,000 contacts included
- ✓All campaign templates
- ✓Behavioral trigger automation
- ✓At-risk client detection
- ✓Dedicated campaign manager
- ✓Weekly performance calls
- ✓Custom copywriting (2x/month)
For fractional CMOs and multi-partner firms modernizing at scale.
- ✓Unlimited contacts
- ✓White-label campaigns
- ✓API + CRM integrations
- ✓Custom campaign development
- ✓Dedicated account team
- ✓SLA guarantees
Not sure where to start?
We'll audit your current email program, benchmark it against 340 accounting firms, and show you exactly what's costing you clients. Free. No pitch.