Email Templates as Word files.png
Email Templates as Word files.png

Email Templates

$100.00

Any successful working relationship is built on great communication. We make it easy by providing email templates for the most common steps in your bookkeeping workflows.

It is surprisingly time-consuming to draft a simple email. Using templates saves time and energy, and makes your communications consistent and professional.

Save hours drafting emails. Save face by not having to re-email because you forgot something.

What you get:

This bundle of email templates are provided in MS Word and Google Docs format. There are over 20 email templates that cover the most common steps in your bookkeeping workflows. For example:

  • Nagging – Start of the Month and Monday Morning reminders

  • We can’t complete… Gov’t – HST, PD7A reminder

  • Approval and filing confirmations

  • Rep a Client instructions

  • App partners – Disconnected bank connection notices

  • Notices that accounts have been set up

  • Education sessions notices

  • Collaboration and approval – Report approvals

  • Daily Sales, UDFs, Sales clearing reports

And many more!

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