Email campaigns from your real client list
Send a tax-time reminder or a firm update to exactly the right clients — segmented from the client list you already keep in OneHQ, practice management software for Australian accounting firms, then personalised, branded as your firm, and tracked. No exporting to a mail tool, no stale spreadsheet that’s out of date the day you build it.
Built-in audiences, plus filters and hand-picked clients — every count drawn live from your own list.
The audience is your client list — not a copy of it
Bulk email tools live on an exported list that’s wrong the moment a client changes. OneHQ builds the audience from the clients you actually hold, so it’s always current and always scoped to what you’re allowed to see.
- Pick an audience or refine one — start from a built-in segment, add filters, or hand-pick individual clients. Each filter you add narrows the count; several values in one filter widen it.
- Send from any list — tick clients on a WIP or client list and hand them straight to a campaign.
- The review names every recipient — no blind count. A client with no email on file is shown greyed, with the reason, so it’s a data problem you can fix, not a silent drop.
- An audience is asserted, never guessed — an empty or unclear filter sends to nobody, not everybody. A send to your whole book is a deliberate, single choice.
Write once — it arrives as your firm
Simple, real formatting
A plain formatting bar — bold, italic, underline — so what you see is what arrives. Paste a picture straight in. No fiddly syntax anyone can see.
Personalised per client
Merge fields drop in each client’s name and their accountant, so a bulk send doesn’t read like one. Preview the real email for a real recipient before it goes.
Your brand, one attachment
Every email wears your firm’s logo in the same shell as your signing emails — never a bare, plain-text block. Attach a PDF or an image when you need to.
SMS through the same door
The same audience tools send a bulk SMS instead — pick the list, write the message, and it goes by text.
Sent, tracked, and accountable
- Opens and clicks are tracked — so you can see what landed, not just that it left.
- A compliant unsubscribe link is added and handled for you — one less way to fall foul of the Spam Act.
- Every campaign keeps its history — who sent it, when, and exactly which clients it reached.
- It comes from your firm’s inbox — so a client’s reply reaches you, and the message can sit on their record beside everything else.
Frequently asked
Who can I send a campaign to?
Can I personalise a bulk email?
Does it replace a bulk-email marketing tool?
Can I send a bulk SMS the same way?
The right message, to the right clients.
Client email campaigns built into your practice — no export, no stale list.
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