ClientWhys Websites Reduce IT Costs and Empowers Today's Tax Accounting Firms
High-End Web Designs & Exceptional Support No long-term contracts or outdated designs and technology. You'll stay because of exceptional support, not a contract.
Client Portals with Secure Document Sharing & Messaging Easily upload and share files. Secure messaging helps deliver secure client communication while preventing unauthorized use of confidential information.
Automated e-Newsletter Build your practice and your profits with ClientWhys E-mail Marketing Campaigns.
Online Business Tools Online appointment setting with Microsoft Outlook integration, SEO and social networking built-in.
Business-Level E-mail Say goodbye to your mail server. Our E-mail is similar to Gmail but built for businesses.
Expertly Written Content, Year-Round Updates Access to a library of tax & financial content that can enhance the experience of your website visitors.
Features
- Complete marketing tool with a built-in e-mail client newsletter
- Secure document storage for easy client access and document sharing
- Easy site customization with your own graphics and logo
- Expertly written and reviewed content with thousands of pages of client information
- Unique high-end designs and attractive templates
- Pdf brochure & newsletter creator for a variety of uses
- Wide range of lead generation & management tools
- Supports internet marketing with reliable web and e-mail hosting and free e-mail accounts
- Many other extra features and benefits
E-mail Marketing Campaigns
- Automated pre-written monthly e-mail client newsletter
- Build your own newsletters (using our articles or your own)
- Unique "Send-a-page" via e-mail feature
- Send Welcome, Thank You and Referral e-mails to your clients
- Send invites to your clients for seminars and other events
- Allows segmenting of client database for targeted messages
- Includes detailed activity reports to track results
Secure Document Sharing Lockbox
- Share documents with your clients securely and easily
- Easy to set up contacts and client passwords
- Receive instant notification of new documents
- Ability to add notes and instructions per document
- No file size limitations
Website Editing
- Create and update your own articles 24/7 (no programmer needed)
- Point & click customization for easy website editing
- Ready-to-use content that can be edited and customized
- Use your own graphics and logo for site customization
- Animated flash elements available from our library
- Ability to add comments to Testimonial page
- Easily embed YouTube video into your website
- Add company disclaimer to all website pages
- Unlimited website pages
Tax & Financial Content, Tips and Articles
- Expertly written and reviewed content
- Over 100 tax & financial calculators
- Tax Central, Personal Finance, Business Coaching and Life Events Portals
- Tax Widgets display latest news and tax strategies
- Updated automatically on a regular basis
PDF Brochure & Newsletter Creator
- Create a print-ready PDF brochure from any website page
- Includes website graphics for consistent branding
- Use for firm brochures, partner bios, custom newsletters and seminar flyers
- Gain access to an extensive library of pre-written articles and brochures
- Manage all of your marketing efforts straight from your website
Lead Generation & Management
- General "Contact us" inquiry form including Google Map-It
- Automated forms for appointment requests and e-mail inquiries
- Share-it feature for social marketing, such as FaceBook and Linked-in
- "Ask a question" link provided in each article
- XML/RSS subscription on all the articles
- "Forward-to-a-friend" feature allows you to share any article
- Built-in e-mail database
- Tracking system follows opens, bounces and responses
- Import leads from other sources
Internet Marketing
- Web statistics through Google Analytics
- Search engine optimized with personalized meta tags
- Support for URL redirects
- XML sitemap creation and Google submission
Domain Name & E-mail Addresses
- Fast and reliable web and e-mail hosting
- Use your own domain name or free if purchased through us
- Packages start with 5 free e-mail accounts
- E-mail includes triple redundancy back-ups
- Integrate e-mail with Outlook and Blackberry
- Premium spam filtering
- Shared calendaring
- Optional outsourced exchange capabilities
Extras
- Online help and knowledge base
- Free online set-up training session
- Support for sub domains
- Online payroll from Cyntron
- Online accounting from Swizznet
- Accept credit card payments online through Paypal
- Ongoing toll-free support
Take just a few minutes to create your own compelling online presence.
Follow 3 Easy Steps…
1) Start a Free 30-Day Trial
Build your website preview for free with our online tools. Click here to get started.
2) Login & Edit Your Content
Our websites come loaded with default copy and content options. After set-up, you can easily edit your content.
3) Go Live
Choose from our standard packages or call us to discuss a customized solution using your existing or new artwork.
Business Website
$250 set-up, $49/month
Up to 100 MB of document storage, 250 e-mail clients, 5 free e-mail accounts
Premium Website
$250 set-up, $69/month
Up to 250 MB of document storage, 750 e-mail clients, 10 free e-mail accounts
Platinum Website
$250 set-up, $99/month
Up to 1000 MB of document storage, multi-preparer lockboxes, 2500 e-mail clients, 15 free e-mail accounts
*Each additional 5 e-mail boxes - $15/month
*Lockbox - Each additional 250 MB of storage - $10/month
