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Accountant Marketing Made Easy layer




Accountant Marketing Made Easy!

Thousands of CPAs, EAs, and Tax Accounting Firms can vouch for the Marketing Power of ClientWhys.

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video ClientWhys








    
Here's the skinny on how ClientWhys can transform your firm into a five star practice (1:30)

More than a website




More than a website.

We make it easy to grow through social media, testimonials, newsletters, and more.

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Outrank rivals with TaxBuzz Reviews layer




Outrank rivals with TaxBuzz Reviews.

"Since publishing reviews on my CPA practice, my business has grown 35%."
Karen Dresher CPA

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Stand Out layer




Stand Out.

Wow your prospects with engaging Social Media Campaigns and Lobby Cards.

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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

AS SEEN IN:

ClientWhys Marketing Cloud

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

Email Newsletters

Secure Client Portal with eSign

Marketing Automation

Websites

SEO

Blogging

Leads

Social

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.

Core Marketing
Website + Content + Tools + Email
Newsletters + Social Media
Growth Marketing
Core Marketing + Advanced
SEO + Advanced Social +
Video + Virtual Team
Profit Margin Capital Gain K2 Whitney
Monthly Investment Starting at $69.95/mo $99.95/mo $199.95/mo $299.95/mo
Annual Billing Options $59.95/mo $86.95/mo $179.95/mo $269.95/mo
Max. Clients in Database 350 2500 10,000 10,000
Domain Name Included
Hosted Email Accounts at your Domain 5 10 10 15
Hosted Document Storage up to 30 gigs up to 30 gigs up to 50 gigs up to 50 gigs
WEBSITES
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 and 5 Custom Website Pages
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.
Custom Email Marketing Campaigns
BLOGGING & CONTENT MARKETING
Digital Marketing Library
Automated Blog Posting 2-3x/week
Automated Posting to Your Social Media Accounts
Q/A - Inbound link and Citation Builder
TaxBuzz Marketplace - Build & Publish Custom Landing Pages
Custom Video Scripts
CLIENT MANAGEMENT & DASHBOARD
Client Portal with Secure Messaging & File Sharing
Unlimited Portal Users
Online Appointment 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 Contact Info Added & Updated Across 50+ Local Directories
Local Link Building & Citations
SOCIAL MEDIA
Basic Social Media Setup: Google +, LinkedIn, Twitter, Facebook
Social Content Feed
Lobby Cards
Custom Content Posting
Social Media Follower Growth
REPUTATION MANAGEMENT
TaxBuzz.com Profile
Testimonial Review Campaigns
On-site Testimonials & Review Plug-ins
TaxBuzz.com Premium Membership
Reputation & Review Monitoring & Consulting
Promote Spotlight Page and Interview
CLIENTWHYS SERVICE & SUPPORT
24x7 Support and Help Center
Email, Chat & Phone Support
"Virtual Marketing Team"
(consider us your virtual marketing department)
Setup Fee $195 $495
PAID PROMOTION AND ADVERTISING
TaxBuzz Leads - Request a Quote (Coming Soon)
Premium Placement TaxBuzz.com
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
A LA CARTE
Premium SEO Add-on Package at $99/mo 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

ClientWhys Plan Comparison

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

Core Marketing
Website + Content + Tools + Email
Newsletters + Social Media
Growth Marketing
Core Marketing + Advanced
SEO + Advanced Social +
Video + Virtual Team
Profit Margin Capital Gain K2 Whitney
Monthly Investment
Starting at $69.95/mo $99.95/mo $199.95/mo $299.95/mo
Annual Billing Options
$59.95/mo $86.95/mo $179.95/mo $269.95/mo
Max. Clients in Database
350 2500 10,000 10,000
Domain Name Included
 
Hosted Email Accounts at your Domain
5 10 10 15
Hosted Document Storage
up to 30 gigs up to 30 gigs up to 50 gigs up to 50 gigs
WEBSITES
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 and 5 Custom Website Pages
 
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.
 
Custom Email Marketing Campaigns
 
BLOGGING & CONTENT MARKETING
Digital Marketing Library
 
Automated Blog Posting 2-3x/week
 
Automated Posting to Your Social Media Accounts
 
Custom Video Scripts
 
CLIENT MANAGEMENT & DASHBOARD
Client Portal with Secure Messaging & File Sharing
 
Unlimited Portal Users
 
Online Appointment 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 Contact Info Added & Updated Across 50+ Local Directories
 
Local Link Building & Citations
 
SOCIAL MEDIA
Basic Social Media Setup: Google +, LinkedIn, Twitter, Facebook
 
Social Content Feed
 
Custom Content Posting
 
Social Media Follower Growth
 
REPUTATION MANAGEMENT
TaxBuzz.com Profile
 
Testimonial Review Campaigns
 
On-site Testimonials & Review Plug-ins
 
TaxBuzz.com Premium Membership
 
Reputation & Review Monitoring & Consulting
 
Promote Spotlight Page and Interview
 
CLIENTWHYS SERVICE & SUPPORT
24x7 Support and Help Center
 
Email, Chat & Phone Support
 
"Virtual Marketing Team"
(consider us your virtual marketing department)
 
Setup Fee
$195 $495
PAID PROMOTION AND ADVERTISING
TaxBuzz Leads - Request a Quote (Coming Soon)
 
Premium Placement TaxBuzz.com
 
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
A LA CARTE
Premium SEO Add-on Package at $99/mo
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.

Show me clientwhys

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.

Start a free trial

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.

Our Client Testimonials

The team at ClientWhys has done a marvelous job for our firm. They were professional, friendly, easy to work with, and helped us build a terrific website in a short period of time. Thank you guys for your patience and your great job.

Fidelis Ohiri, MST, CPA, CIA, CMA, CPA (cdn)
Gaithersburg MD CPA Firm

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Fidelis Ohiri, MST, CPA, CIA, CMA, CPA (cdn)