Email draft - Informing clients about switching to Briefcase
Below is an email template you can copy and customise to share with your clients to let them know about your choice to use Briefcase for invoice capture and bookkeeping.
Dear [Client],
Following some systems testing we would like to share the exciting news that from [Monday 20th July] we’ll be transitioning away from [Old Invoice Capture Tool] to Briefcase, our new data entry and bookkeeping platform.
Why Briefcase?
Briefcase is a market leader in AI-native bookkeeping for accountants. It uses multimodal AI to capture invoices faster, categorise them more accurately, and ensure better VAT compliance - making your experience working with us even smoother and more efficient. Briefcase takes your data security seriously and is ISO 27001 certified.
What you need to do:
Stop uploading to [Old Invoice Capture Tool] end of day [Sunday 19th July]
Start uploading to Briefcase on [Monday 20th July].
Sign up to Briefcase via your email invitation and set up MFA - invite will come from no-reply@notifications.briefcase.so
Uploading Made Easy:
Briefcase makes sharing invoices and receipts effortless.
You can WhatsApp them to: +447380878620
You can email them to: XXX-XXX-XXX-8925@briefcase.to
We’re here to make this transition seamless for you, so to ensure a smooth transition, please shout for us to jump on a call with you to check you are happy with the change in process if you feel you need it.
Best regards,
[Your Name]