Marketing Materials

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Marketing Materials

Clientwhys will provide website and promotional content for the CardFlex Program. Please call Lee Reams II at 1.800.442.2477 x222 office to discuss your specific firm needs. The material below is available free to all CardFlex Affiliate Members.

For Your Clients:

Payroll Direct Deposit Form - English

Payroll Direct Deposit Form - Spanish

Marketing Your Firm - Flyer

CardFlex Flyer - English

CardFlex Flyer - Spanish

Marketing Your Firm - 11 x 17 Poster

CardFlex Poster - English

CardFlex Poster - Spanish

Welcome to ClientWhys.com, a publisher of educational material for tax and financial professionals and their clients. ClientWhys specifically offers websites for cpas and tax accountants, e-mail client newsletters, printed client newsletters, tax planning guides, tax and financial content licensing and secure document sharing technology. For banks, credit unions, insurance and other financial services companies, clientwhys provides comprehensive web content portals, including Tax Central, Personal Finance and Business Coaching. ClientWhys has developed specific products for tax and accounting marketing programs: which include tax topic brochures, pocket tax guides, occupation brochures and tax planning newsletters. These products will work for AICPA members, certified public accountants, enrolled agents, financial planners and tax preparers.