Send client newsletters, tax-season reminders, and deadline nudges that actually reach inboxes. Real people who actually help, deliverability handled, and invoicing for the firm. You are not starting over. We move you.
Reach a person who handles email all day, by email or chat, usually quick.
We hear the same frustrations from accounting and bookkeeping firms every week. Here is what changes when you move to Mailsoftly.
We invoice the firm and keep your billing clean, built for how a practice actually pays, with contracts on request.
We set up SPF, DKIM, and DMARC and watch your sender reputation, so your reminders and updates land in client inboxes, on time.
Real people answer fast and rescue a send before it goes wide, so a client reminder is never the thing that slips. By email, chat, or a quick call.
A calm, easy builder anyone at the firm can use. Simpler than Mailchimp, far less intimidating than ActiveCampaign. Send a polished client update without a marketing degree. No training day.
From client newsletters to tax-season reminders to quarterly summaries and deadline nudges, the everyday work gets easier and the worry gets smaller.
The number one reason customers stay. Real people help you set up your client newsletter, build a reminder sequence, and step in when a deadline email needs to go out today. By email, chat, or a call with a person who knows your firm.
Most platforms make you figure out the technical setup alone. We handle SPF, DKIM, and DMARC and monitor your sender reputation, so your client reminders land in inboxes, not spam folders.
Cleaner than Mailchimp, less intimidating than ActiveCampaign. Build a client update or reminder in minutes, with a builder anyone at the firm can pick up. No training day.
We invoice the firm and can sign a contract, built for how a practice pays, not just a card on file. Clean billing your office manager can reconcile.
Segment clients by service or entity type, and keep recurring touchpoints on schedule, so the right reminder reaches the right client. The relationship that brings referrals.
No bloat you will never touch. Just the tools an accounting or bookkeeping firm actually uses, with a real person behind them.
Firms stay because in the weeks that bury you, someone here is reachable. We know email, we know how a practice runs on deadlines, and we answer before the day gets away from you.
Your client list is years of relationships. We move it for you, free, from Mailchimp or Constant Contact, so the switch never costs you a reminder that should have gone out.
Tell us where your clients live now, Mailchimp, Constant Contact, or your accounting tool. We review it together.
We bring over your list, segments, reminder templates, and forms. Your history stays intact.
We authenticate your domain, monitor your reputation, and send your first reminder with you. Then it is yours.
We invoice the firm and can sign a contract, so the paperwork your office manager expects is never the thing that blocks the move. Clean billing you can reconcile, GDPR compliant handling of your client list.
Getting email delivered is its own job, full of acronyms. We do it for you, in plain language, so you can focus on your clients instead of DNS records.
No deciphering bounce codes during crunch. If a reminder needs a second look, a person tells you exactly what to do.
It definitely saves your time while creating an email in a personalized context. There are plenty of options to personalize an email according to contact list segmentation. That's a pretty good favor for our clients.
What stands out to me most about Mailsoftly is its effortless ease of use and implementation. It is supported by an exceptional customer service team that has been consistently transparent and helpful. The owner has even personally reached out to me for feedback, a level of commitment that truly sets them apart.
As an entrepreneur it is always guesswork when trying a new piece of software, but Mailsoftly comes with not just the elegance of use but the support of the creator of the program itself. The rare comfort of working with a company that cares, top to bottom.
Yes. We can invoice the firm and sign a contract, built for how a practice pays rather than a card on file. Clean billing your office manager can reconcile, so the paperwork is never the barrier to switching.
That is exactly what our guided migration is for, and it is free. We move your contacts, templates, segments, and sign up forms from Mailchimp or Constant Contact, set up just as they were. You keep your list and your history, and we stay with you through your first send. You are not starting over.
We do everything we can to make sure they do. We handle the technical setup, SPF, DKIM, and DMARC, and we monitor your sender reputation so problems get caught early. No platform can promise perfect delivery, but you will have a real person watching it with you instead of figuring it out alone.
If your accounting or CRM tool connects to Zapier, your client contacts can sync into Mailsoftly automatically, no manual exports. If you are not sure how to wire it up, our support team will walk you through it.
Your client list is yours. We do not sell or share it, and we handle contacts in a GDPR compliant way. You bring the client contacts you choose to, and you stay in control of your list at all times.
Yes. Start a free account, try a client update or reminder, and send a campaign before you commit to anything. No credit card required to begin.
You can start a free account and explore Mailsoftly before you commit to anything. It is a low pressure way to see the builder, try a campaign, and talk to our team about migrating your list. No credit card required to begin.
Start a free account today. When you are ready, our team moves your client list from Mailchimp or Constant Contact for free, and sets up invoicing for the firm. You are not starting over. We move you.
