Marketing Solutions for Accountants
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Give clients quick updates with a Client Memo.

Client memos give you an easy, cost-effective way to inform clients
about the latest tax news and legislation.

Use Client Memos to boost your engagements by encouraging clients and prospects to see you for ongoing tax planning.

Each memo is ready to:

  • mail to your clients.
  • email directly to clients and prospects.
  • post on your website or social media accounts.

We email the Client Memo to you in MS Word and plain-text formats, making it easy to edit and personalize.


Orders received by 12 p.m. (Pacific time — Monday-Friday) will be emailed the same day. Orders received after 12 p.m. or on weekends will be emailed the following business day.

Read a customer success story


"I just wanted you to know that I had positive comments on the recent Client Memo 'How will health care reform affect you and your taxes?' I think the fact that it was concise, a good summary, and understandable made it well received."

Jerry W. Caruso, Jr., CPA
Queensbury, NY • (518) 792-4627
M&C customer for 8 years

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