MYCPE ONE

Email Automation for CPAs: Set It and Forget It Client Communication

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Conference Overview

Email automation enables CPA firms to maintain consistent client communication and deliver timely information without requiring constant manual effort, freeing your team to focus on higher-value activities. This webinar explores how accounting firms can implement strategic email automation systems that nurture client relationships, provide valuable information at relevant moments, and streamline routine communications. Learn how to design automated email sequences that feel personal and helpful rather than robotic, while respecting professional standards and client preferences.  

Major Topics:

  • Email automation fundamentals: understanding workflows, triggers, and sequences 
  • Identifying opportunities for automation in client communication: onboarding, tax reminders, service follow-ups 
  • Designing welcome sequences for new clients that establish expectations and provide resources 
  • Creating seasonal campaigns: automated tax deadline reminders and year-end planning communications 
  • Birthday and anniversary emails: personal touches that can be systematized 
  • Drip campaigns for educating clients about specific services or planning opportunities 
  • Re-engagement sequences for clients who haven't been in touch recently 
  • Segmentation strategies: ensuring automated emails remain relevant to recipients 
  • Personalization techniques: using merge fields and conditional content to maintain authenticity 
  • Compliance considerations: managing preferences, unsubscribes, and privacy regulations 
  • Choosing appropriate automation platforms for professional services firms 
  • Testing and optimizing automated sequences based on performance data 
  • Balancing automation with personal communication: knowing when human touch matters

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Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Communications and Marketing
CPA in Canada 1 Communication
ACCA 1 All
CA - ICAEW 1 All
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Jul 29th, 2026

Speakers:
Speaker Name
Apoorv Dwivedi


CMO, Fixyr Marketing

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Speaker Name
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Email automation enables CPA firms to maintain consistent client communication and deliver timely information without requiring constant manual effort, freeing your team to focus on higher-value activities. This webinar explores how accounting firms can implement strategic email automation systems that nurture client relationships, provide valuable information at relevant moments, and streamline routine communications. Learn how to design automated email sequences that feel personal and helpful rather than robotic, while respecting professional standards and client preferences.  

Major Topics:

  • Email automation fundamentals: understanding workflows, triggers, and sequences 
  • Identifying opportunities for automation in client communication: onboarding, tax reminders, service follow-ups 
  • Designing welcome sequences for new clients that establish expectations and provide resources 
  • Creating seasonal campaigns: automated tax deadline reminders and year-end planning communications 
  • Birthday and anniversary emails: personal touches that can be systematized 
  • Drip campaigns for educating clients about specific services or planning opportunities 
  • Re-engagement sequences for clients who haven't been in touch recently 
  • Segmentation strategies: ensuring automated emails remain relevant to recipients 
  • Personalization techniques: using merge fields and conditional content to maintain authenticity 
  • Compliance considerations: managing preferences, unsubscribes, and privacy regulations 
  • Choosing appropriate automation platforms for professional services firms 
  • Testing and optimizing automated sequences based on performance data 
  • Balancing automation with personal communication: knowing when human touch matters

Learning Objectives

  • Time Efficiency: Maintain consistent communication without constant manual effort 
  • Consistency: Ensure important messages are delivered reliably and on schedule 
  • Scalable Systems: Communicate effectively with growing client bases without proportional time increase 
  • Timely Information: Deliver relevant content at the most appropriate moments 
  • Professional Standards: Implement automation while maintaining quality and personal feel 
  • Better Coverage: Ensure no clients fall through the cracks in your communication 
  • Focus Your Energy: Free time for personal interactions that truly require human attention 
  • Practical Implementation: Leave with templates and workflows you can adapt for your firm

Other Details

Subject Area

Communications and Marketing

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Apoorv Dwivedi
Apoorv Dwivedi


CMO, Fixyr Marketing

Jul 29th, 2026

View More
Priyanka Sharma
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Jul 29th, 2026

View More

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com