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  Tax Accountant Email Newsletters

Keep your clients informed and loyal with E-mail Marketing communications

Build Your Practice and Your Profits with ClientWhys E-mail Newsletters.

Designed for CPAs, EAs, financial planners and tax preparers, ClientWhys E-mail Newsletters cost-effectively provide your clients with breaking news and tax-savings tips that are quick and easy to read. Use our automated system to regularly contact your audience and keep them in the loop. Maintaining your client relationships and building new ones has never been easier and so affordable.

Using the latest technology, our e-mail marketing product brings you the very best and includes all of the following:

  • An automated monthly newsletter that does the work for you
  • Ability to customize by adding your own branding, photo, intro messages and articles
  • Expertly written content from the client's point of view and updated regularly to be relevant and timely
  • Newsletter articles that can be added to your facebook account and other social sites that support RSS Feeds
  • A comprehensive marketing letter library to send e-mail due date reminders, appointment requests and much more
  • Creates opportunities to cross-sell services with banner ads integrated into the e-mail newsletter
  • Allows you to create custom client segments for niche marketing

Your client relationships are everything. How valued you make your clients feel directly affects their referrals, the fees they will pay, and the longevity of your relationships. Our e-mail management tools make it easy to stay in touch with your clients and keep you top-of-mind.

With all the features and benefits that it comes with, it's more than just a client newsletter. It's a complete solution.

Check out the details below...

Customize Your Needs

  • Branding to match your website design
  • Personalized per reader
  • Personalized client fields and reply e-mail
  • Customizable intro client letter
  • Use our articles or create your own

Different Topic Channels

  • Individual Tax & Financial Planning
  • Small Business
  • Real Estate & Mortgage
  • QuickBooks® Tips

Unique Features

  • Client Newsletter automatically sent on the 1st business day of the month
  • Choose from four message types: Newsletter, E-mail, Send a page or Send an article from my website
  • Provides e-mail compliant opt-in and opt-out feature
  • Links back to your website and includes online version of the newsletter
  • Easy subscriber list set-up with ability to import/export subscribers
  • Social networking tool allows readers to easily add your articles to their sites (Facebook, etc.)
  • Tax calendar keeps clients abreast of major deadlines
  • "Ask a question" link provided in each article
  • Allows segmenting of client database for targeted messages
  • Fast results with instant tracking and reporting

Marketing Opportunities

  • Send Welcome, Thank You and Referral e-mails to your clients
  • Send invites to your clients for seminars and other events
  • Update your clients with new tax legislation or offer useful strategies

ClientWhys E-mail Marketing Combines an Array of Sophisticated Tools Into a Single, Affordable Product

There is a one-time set-up fee of $150, which includes the client database import and set up of the opt-in sign-up form and e-mail template. Your credit card will be charged on the 1st of the month.

Business Level
$150 set-up, $34.95/month
This includes 250 email accounts.

Premium Level
$150 set-up, $44.95/month
This includes 251-1500 email
accounts.

Additional Accounts
For accounts larger than 1500 e-mails, please call for a quote and job description.
Quickbooks is a registered trademark of Intuit, all rights reserved.
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Business Level – $150 Set-Up, $34.95/Month
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Business Level 4x Per Year – $150 Set-Up, $55.95/Per Release
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Business Level 6x Per Year – $150 Set-Up, $44.95/Per Release
  e_newsletter072709_t.JPG  
Premium Level – $150 Set-Up, $44.95/Month
  e_newsletter072709_t.JPG  
Premium Level 4x Per Year – $150 Set-Up, $70.95/Per Release
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Premium Level 6x Per Year – $150 Set-Up, $55.95/Per Release