Pre-Invite Sample Email Template

Here’s a friendly and professional email you can send to your clients to announce the move to Client Hub:


Subject: We’re Upgrading Your Experience with a New Secure Platform

Hi [Client First Name],

We’re excited to share some great news — we’re moving all client communications to a new, secure platform called Client Hub!
This upgrade is part of our ongoing commitment to making your experience with us smoother, more efficient, and more secure. With Client Hub, everything you need to collaborate with our team will now be in one place — no more digging through emails or switching between tools.
Here’s what you can look forward to:

  • 💬 Quick, text-like messaging (no more endless email threads!)
  • 📁 Secure file sharing and storage
  • ✅ Easy-to-track client tasks and QuickBooks transaction questions
  • 📲 Access and respond anytime from your mobile device
  • 🔗 All your tools, links, and resources centralized in one secure hub

We’ll be inviting you to join soon, and we’re here to support you every step of the way. We know you’ll love how easy it is to stay in sync with us!

Let us know if you have any questions. We can’t wait for you to experience the difference.

Warm regards,
[Your Name]
[Your Firm Name]

Apr 23, 2025

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