Make More Money and Save Time Using our Automated Client Communications and Online Client Presentation Portals.
High-End Web Designs & Exceptional Support No long-term contracts or outdated designs and technology.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. You can even publish your newsletter to automatically update on your Twitter and Facebook pages.
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.
Free TaxBuzz.com Professional ProfileYour profile will help improve your search engine results and let you target specific niches or services with targeted domain names. View Sample
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
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
