A tax accountant's knowledge is a powerful asset and should be shared with clients, prospects and colleagues. ClientWhys' marketing suite is a complete set of tools that make it easy for busy professionals to communicate year round, increase their visibility, protect their online reputation and increase recommendations from current clients.
Talk to a Product Specialist
During our call, we'll answer any questions you have and show you how ClientWhys will turbocharge your relationships and word of mouth referrals.Request a Demo of ClientWhys Marketing Platform
|Profit Margin||Capital Gain||Whitney|
|Client Database Size||350||Unlimited||Unlimited|
|Hosted Document Storage||up to 30 gigs||up to 50 gigs||up to 50 gigs|
|Website Platform Designed from the Ground-Up for Accountants|
|Website design, Content Updates & Hosting|
|Mobile-friendly, Responsive Design - HTML 5|
|5 Custom Website Pages|
|5 Custom Website Stock Images|
|AUTOMATED EMAIL NEWSLETTERS|
|Monthly Newsletters with Our Content + Yours|
|Professional eCards: Birthday, Holidays and more|
|Lead Capture & Lead Nurturing|
|Email Marketing: List Management, Open Rates, Click Rates, etc.|
|BLOGGING & CONTENT MARKETING|
|Digital Marketing Library|
|Automated Blog Posting 2-3x/week|
|Automated Posting to Your Social Media Accounts|
|Custom Blog Content|
|Custom Video Scripts|
|CLIENT MANAGEMENT & DASHBOARD|
|Client Portal with Secure Messaging & File Sharing|
|Unlimited Portal Users|
|Online Apppointment Scheduling|
|Automated Appointment & Due Date Reminders|
|Electronic Document Signature (eSign)|
|SEARCH ENGINE OPTIMIZATION (SEO)|
|Built-in, On-site SEO|
|Keyword Selection & Optimization|
|Website & Search Ranking Audits|
|Firm Content Added & Updated Across .50+ Local Websites & Directories|
|Local Link-building & Citations|
|Basic Social Media Setup: Google +, LinkedIn, Twitter, Facebook|
|Social Content Feed|
|Custom Content Posting|
|Social Media Follower Growth|
|Testimonial Review Campaigns|
|On-site Testimonials & Review Plug-ins|
|TaxBuzz.com Premium Membership|
|Reputation & Review Monitoring & Consulting|
|CLIENTWHYS SERVICE & SUPPORT|
|24x7 Support and Help Center|
|Email, Chat & Phone Support|
|"Virtual Marketing Team"
(consider us your virtual marketing department)
Pricing subject to change. Additional á la carte options may be available, contact us for more information.
We're here to help. Call us and speak with a Digital Marketing Consultant who will answer any questions you might have.
One of our Digital Marketing Consultants will show you how the ClientWhys marketing platform can help you get retain more clients, generate more referrals and save you time managing your practice.Show me clientwhys
Give the ClientWhys marketing platform a try by signing up for a 30-day free trial. You'll get a fully functional account. No credit card necessary.Start a free trial
Technology changes have redefined what it takes for tax accounting firms to succeed online. Client relationship management (CRM) allows you to automate daily tasks and manage client communications, website content, appointment setting and much more.
CRM is about managing the relationships you have with your clients and prospects. CRM combines business processes, people and technology to achieve a single goal of finding and keeping clients for life. It's an overall strategy to help you develop stronger, lasting relationships that will benefit both of you. It's very hard to run a successful practice without a strong focus on CRM and word of mouth. Adding elements of social media and making the transition to a social practice require expert guidance and support.
The goal of any accountant marketing program is to make your firm look as good as possible online. We call it reputation management. Firms need to control their online search results because they frequently contain inaccurate, misleading or outdated material, which can adversely influence how web searchers view you. Controlling your online reputation takes know-how and effort. But the results will redefine how you grow and succeed.