Accountant communication by post — onboarding and the annual accounts explained
Accountants build trust through personal contact. A printed onboarding folder and annual report summary underline your professionalism.
Order now and it lands on the doormat within 2 working days.
New clients and annual figures call for a folder that gets kept, not an attachment among the invoices. Accountant communication by post: a welcome folder at onboarding, the key points with the annual accounts, tax deadlines as a leaflet. Slim Folderen prints from 1 copy. Lawyers and notaries have their own welcome pack page; financial advisers have the annual portfolio review.
Onboarding and annual accounts: what email misses for accountants
Important information disappears into the inbox
Onboarding information and annual report summaries end up among hundreds of business emails. Physical post gets kept.
Onboarding deserves personal attention
A generic email with attachments feels distant for a new client relationship. A welcome folder shows professionalism.
Annual reports are hard to share
A 50-page PDF does not get read. A printed summary with key points and recommendations does get looked at.
How Slim Folderen works for accountants
Upload onboarding and advice material, send it for a new client or after the annual meeting.
Upload onboarding and advice material
Put welcome letters, practical information and annual report summary templates in the library.
Welcome pack for new clients
For a new client, select the onboarding folder and send it. On the doormat within 2 working days.
Annual report summary
After the annual meeting, send a printed summary with key points and recommendations.
Automate with practice software
Connect your system via webhook. On "new client", the welcome pack is sent automatically.
Use cases for accountants
Onboarding folder for new clients
A new client receives a folder at home with contact details, practical information and what to expect.
Annual report summary
After the annual meeting, the client receives a printed summary with key points and recommendations.
Tax changes
Send a brochure about new tax rules or deadlines. Clients have the information to hand.
Advice for business owners
Send a brochure about business succession, pension accrual or tax optimisation. Proactive advice.
Related
Lawyers & notaries
Legal client communication by post: a welcome pack for your firm, procedure explanations and estate planning. From 1 copy. Not for accountant onboarding.
Financial advisers
Send financial advice by post: an investment brochure or annual review after the meeting. From 1 copy. Not for mortgage leaflets or annual accounts.
Insurance advisers
Insurance advice by post: policy explanations and renewal letters. From 1 copy, on the doormat within 2 working days. Not for mortgage or wealth advice.
A4 brochure printing
Full colour and stapled, 2 to 28 pages, from a single copy by post to your client.
Frequently asked questions
How quickly is a brochure delivered?
Orders that come in on a working day before 3 pm are printed the same day. Within the Netherlands, PostNL delivers them to the doormat within 2 working days.
What is the minimum quantity I can order?
A single copy. There is no minimum order. You only pay for what you send.
Can I keep several brochures in my library?
Yes. Upload as many PDFs as you like per product, service or campaign. When something changes, you only replace that file.
Can I send confidential client information?
Do not upload sensitive data in the PDF. Use Slim Folderen for general onboarding and summaries; specific figures stay in your secure systems.
Let your annual accounts explanation land on the doormat
Create a business account and send your first onboarding folder within 5 minutes.