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  • marketing platform
    for businesses
    built by word of mouth
    The All-In-One marketing suite used by thousands of top producing professionals.
  • more than a website
    A complete set of tools for online marketing all in one platform.
  • take your practice
    to the next level
    We know what makes a practice successful.
  • perfectly simple
    customer relationship management
    We showcase your expertise online.

We Help CPAs and Tax Accountants Showcase Their Expertise and Safeguard Their Online Reputation.

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

1.800.442.2477 x3

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

ClientWhys Marketing Platform

Every must-have for every practice, all in one place.

Email Newsletters

Secure Client Portal with eSign

Marketing Automation






Online Reputation

Marketing Solutions Built for You

Marketing for
Tax Professionals
Marketing for
CPAs and Accountants
Marketing for
Enrolled Agents

ClientWhys Plan Comparison

30-Day Free Trial. No Contracts. Cancel Any Time.

Profit Margin K2 Whitney Whitney +
Standard Cost Starting at $69.95/mo $199.95/mo $299.95/mo $379.95/mo
Annual Billing Options $59.95/mo $179.95/mo $269.95/mo $339.95/mo
Max. Clients in Database 350 10,000 10,000 10,000
Email Accounts 5 10 15 25
Hosted Document Storage up to 30 gigs up to 50 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
Google Analytics
5 Custom Website Stock Images
5 Custom Website Pages
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.
Digital Marketing Library
Automated Blog Posting 2-3x/week
Automated Posting to Your Social Media Accounts
Custom Video Scripts
Custom Blog Content
Client Portal with Secure Messaging & File Sharing
Unlimited Portal Users
Online Apppointment Scheduling
Automated Appointment & Due Date Reminders
Electronic Document Signature (eSign)
Built-in, On-site SEO
Keyword Selection & Optimization
Website & Search Ranking Audits
Firm Contact Info Added & Updated Across 50+ Local 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 Premium Membership
Reputation & Review Monitoring & Consulting
Promote Spotlight Page and Interview
24x7 Support and Help Center
Email, Chat & Phone Support
"Virtual Marketing Team"
(consider us your virtual marketing department)
Setup Fee $69 $99 $495 $495
TaxBuzz Leads - Request a Quote (Coming Soon)
Premium Placement Call for Details
FaceBook Ad Campaign Set Up and Design Call for Details
Twitter Ad Campaign Set Up and Design Call for Details
Targeted Content Marketing Campaign Management Call for Details
Pay Per Click Google Adwords Campaign Management Call for Details
Social Media Content and Follower Growth + $99/mo Call for Details
Social Media Premium Design: $195 set-up fee Call for Details

Pricing subject to change. Additional á la carte options may be available, contact us for more information.

Call us today to get started
1.800.442.2477 x3

View Some of Our Sample Sites

Find out why our customers are so happy!

Questions? Please call us.

We're here to help. Call us and speak with a Digital Marketing Consultant who will answer any questions you might have.

1.800.442.2477 x3

Request a demo.

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.

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Start a free trial.

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.

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How does Marketing for Accountants Work?

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.

Onie and I would like to express our sincerest gratification for such a quick turnaround in getting our new website up. We are particularly excited about the new social media component. Alett and I are still putting on the final touches but I did not want to forget (during our busy daily activities) to take the moment to say many thanks.

Lea Enterprises
Tax & Accounting Services Mebane NC

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Lea Enterprises