Email Templates
Status Update Templates
Automated Email Templates
General Emails
Proposal e-mail
By Johann Goree, OnPoint Accounting Subject: 📑[Name] Accounting Proposal📑 Dear [Contact First Name], First and foremost, thank you for considering t...
Reconnecting your bank to Quickbooks
By Johann Goree, OnPoint Accounting Subject: Reconnecting your bank to Quickbooks 🏦 Hello [Contact Pref Name], We have noticed your bank feed has d...
Request email for Professional Clearance
By Johann Goree, OnPoint Accouting Subject: Request for Professional Clearance - [Name] Dear [PreviousAccountantContact], I hope this email finds you ...
E-signing Templates
Approval - VAT - To Pay
By Johann Goree, OnPoint Accounting Subject: ✍️VAT Approval re [Name]✍️ Hello [Contact Pref Name], We have now completed your VAT return, the amount...
Approval - VAT - Refund
By Johann Goree, OnPoint Accounting Subject: ✍️VAT Approval re [Name]✍️ Hello [Contact Pref Name], We have now completed your VAT return,it has resu...
Approval - Self Assessment
By Johann Goree, OnPoint Accounting Subject: ✍️ Self Assessment Tax Return ✍️ Hi [Contact Pref Name], We have now completed your personal tax return ...
SA100 Filing Complete
By Paul Whitehouse, Chariot Accountants Subject: Your Tax Return has been filed! Dear [Contact Pref Name], Your latest Tax Return has now been filed...
Annual Accounts signing request with full instructions for those clients who are new to the Firm.
By Paul Whitehouse, Chariot Accountants Subject: Your accounts are ready for signing! Hi [Contact Pref Name], Your '[DocumentName]' is ready to be si...