Client email · Campaigns

Email campaigns from your real client list

Send a tax-time reminder or a firm update to exactly the right clients — segmented from the list you already keep in OneHQ, 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 No exporting to a mail tool, no stale spreadsheet that's out of date the day you build it.

Everyone
Business clients
Employers
BAS clients
SMSF clients
ITR clients

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.

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

One less subscription, and a better list. Bulk email is built into OneHQ, working from the client list you already maintain — so there's nothing to export, nothing to keep in sync, and the audience is right by definition.

Frequently asked

Start from a built-in audience — everyone, business clients, employers, BAS, SMSF or ITR clients — then refine it with filters or hand-pick individuals. You can also tick clients on any WIP or client list and send to them. Every count is drawn live from your own list and scoped to what you're allowed to see.
Yes. Merge fields drop each client's name and their accountant into the message, and you can preview the real email for a real recipient before sending. It's branded with your firm's logo in the same shell as your signing emails, so it never arrives as a plain block.
Yes — and it works from your live client list rather than an exported copy, adds a compliant unsubscribe link, tracks opens and clicks, and keeps a full history of who sent what and when. One less subscription, and an audience that's right by definition.
Yes. The same audience and list tools send a bulk SMS instead of an email — pick who it goes to, write the message, and it goes by text.

The right message, to the right clients.

Client email campaigns built into your practice — no export, no stale list.

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