AICPA CPA Client Communication Tools

Client-facing newsletters and content are two of the most effective tools financial professionals can use to build and retain their client base. The AICPA has developed digital newsletters and content offering valuable financial advice, such as tax saving tips, and insight into useful information on what’s trending in the industry. These communication tools will help you to:

  • Educate your clients and prospects, reinforce your credibility as a thought leader and keep your name in front of your clients
  • Maximize efficiency with material that is ready-to-use and in an easy-to-digest digital format
  • Build referrals to your firm; digital content makes it easier for your clients to pass your newsletter on to their networks

Digital newsletters are provided in two easy to use formats:

  • PDF - post to your website, email to clients/prospects, or print yourself and distribute at the office
  • E-Newsletter – automatically sent to your client list, this HTML format can be customized with your firm contact information and logo

  • See CPA Client Bulletin and CPA Client Tax Letter.

Digital content can be copied, pasted then posted to your firm's:


CPA Client Bulletin
CPA Client Bulletin
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This monthly newsletter provides the most current and relevant tax planning, small business financial planning, and personal financial planning content in an easy-to-read format.

Available in PDF and E-Newsletter formats.

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CPA Client Tax Letter
CPA Client Tax Letter
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Offered quarterly, this lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments and tax planning strategies.

Available in PDF format.

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CPA Client Bulletin Select
CPA Client Bulletin Select
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This monthly content service provides a collection of content that offers a look at tax saving, financial planning and small business advice.

Delivered in Microsoft Word, simply copy the text you want from the content and paste into your client communications (email, social media, website, etc.).

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