What you get
Fill in a short form and you get a finished draft email, ready to send. These are the details it asks for:
- Purposerequired
- Client name
- Client type
- Contextrequired
- Tone
Getting this document right
The skill in a client email is explaining something technical without either baffling the client or sounding like you're talking down to them. This tool explains the tax concept in plain terms first, then names it — so the client understands what you need and why — and it always lands on one clear action with a date, rather than trailing off.
It's written to stay within professional bounds. It won't state a tax rate, threshold or deadline as current fact — it flags those for you to confirm against the current year — and everything it drafts is for you to review and send, not advice issued in your name. For a fee increase it states the new fee and what's changed in the first three lines, without apologising for it. For a records chase it lists exactly what you need as a checklist the client can work through.
Your practice details are added automatically, so every email goes out consistent with your firm's name and contact details.
What people get wrong
Explaining the tax before the person
Leading with the technical term loses the client. Explain what it means for them first, then name it.
No clear action
An email that informs but doesn't ask for anything specific gets read and forgotten. End on one action with a deadline.
Apologising for a fee increase
State the new fee, when it applies and what's changed — in the first three lines. Apologising undermines the position.
Vague record requests
"Please send your records" gets a shrug. List exactly what you need as a checklist the client can tick off.
Write your next one in about twenty seconds.
Set your business details once and they go on every document. Start on the free plan — five documents a month, no card.
Questions
Does it give tax advice?
+
No. It drafts client correspondence for you to review and send. It won't state tax rates or deadlines as current fact — it flags those for you to confirm — and nothing it produces is advice issued in your name. You remain the professional.
What kinds of client email can it write?
+
Chasing records, explaining a tax bill, deadline reminders, fee increases, chasing unpaid fees, new client welcomes, explaining HMRC queries and disengagement letters, among others.
Is it free to use?
+
Yes, you can draft emails on the free plan. Paid plans add more documents per month, saved templates and export.
Other tools for accountants
Meeting Summary Generator
Notes to a written summary with actions, owners and dates.
Financial Report Explainer
Turn a set of accounts into something the client understands and acts on.
Tax Reminder Creator
Deadline reminders for a client or the whole list, with the checklist attached.
Document Assistant
Draft engagement letters, proposals and standard practice documents.
Client Onboarding Assistant
A structured onboarding pack so nothing gets missed on a new client.
Finance Content Creator
Newsletters, LinkedIn posts and guides that bring the right clients in.
All of these come with every plan including free.