Nautilus sends tax tips, deadline reminders, and financial insights that keep clients engaged year-round—so you're not just their April accountant.
Trusted by 400+ accounting firms nationwide
Most accountants face the same challenges when it comes to client communication.
You connect during tax season, then nothing until next year. Clients forget you exist—until they need you again.
Out of sight, out of mind. When friends ask for an accountant recommendation, your name doesn't come up.
Between client work, deadlines, and continuing education, creating newsletters is always at the bottom of the list.
Nautilus creates and sends professional newsletters that position you as your clients' trusted financial advisor—not just their tax preparer.
Stay connected with quarterly tax tips, mid-year planning reminders, and end-of-year strategies.
Share financial insights that demonstrate your expertise beyond just tax preparation.
When clients regularly hear from you, they think of you first when friends ask for recommendations.
Professional client newsletters in three simple steps.
Share your specialties (individual, business, bookkeeping), your firm's personality, and your client base.
Nautilus generates tax tips, deadline reminders, and financial insights tailored to your clients' needs.
Approve the newsletter and it's sent automatically—or schedule it for the perfect time.
AI-generated content tailored to your accounting practice. Professional, timely, and ready to send.
April Newsletter
Tax Deadline Reminder
Don't wait until the last minute. Here's your final checklist to ensure your return is complete and accurate. Missing even one document could delay your refund...
Schedule your appointment before April 10 for same-week filing
Mid-Year Update
Tax Planning Strategies
The best time to reduce your tax bill isn't April—it's now. Here are 5 strategies you can implement in the next 60 days to lower what you'll owe...
Max out your 401(k) contributions before year-end
Q4 Planning
Year-End Checklist
December is your last chance to make moves that affect this year's taxes. From charitable giving to retirement contributions, here's what to do before Dec 31...
Estimated tax payment due January 15
All content generated by AI and customized for your practice. Edit or approve before sending.
Every feature designed to help you stay connected with clients and grow your practice.
Automatic reminders for quarterly estimates, extensions, and filing deadlines your clients need to know.
Seasonal content about deductions, credits, and strategies that help clients save money.
Automated scheduling sends newsletters at the optimal time—even during your busiest season.
Keep clients informed about tax law changes and how they're affected in easy-to-understand language.
Tasteful asks for referrals included naturally in your newsletters when the timing is right.
Highlight additional services like bookkeeping, payroll, or financial planning to existing clients.
"I went from talking to clients once a year to having ongoing conversations. Three clients asked about bookkeeping services after reading my newsletter. That's $1,800/month in new recurring revenue."
Lisa P.
Patterson Tax Services, Phoenix
"Referrals have doubled this year. When clients see our newsletters, they forward them to friends. Last month alone, I got four new clients from referrals—all because we're staying top-of-mind."
James K.
Summit Tax Group, Austin
"The AI content is spot-on for tax season. I barely have to edit it. My clients actually reply to these emails—something that never happened with my old quarterly check-ins."
Maria C.
Clarity Accounting, Denver
See what just one new client per quarter could mean.
24x ROI from just one new client per quarter.
Plus referrals, additional services, and clients who stay for years because they trust you.
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