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Rates at a Glance tax reference free download now available.
Posted on February 3, 2012
Designed for Tax Preparers, Enrolled Agents and CPAs, ClientWhys comprehensive one page summary of tax law rates is now ready for free download. ...
ClientWhys Website - Kathy Acomb
Posted on February 2, 2012
'I just want you to know that we always have received great service from you and appreciate your attention whenever we have an issue. You have been fantastic and we continue to refer you when we can.'...
ClientWhys Websites - Deborah St. Martin
Posted on February 2, 2012
'Once again you guys are great! It looks so professional. No changes, take it live as presented and thank-you for helping me take another step forward.'...
Adding photos to your FaceBook Fan Page drives viral marketing results!
Posted on January 31, 2012
We now have a large group of Tax Accountants nationwide using our Facebook Social Media Campaigner. We get to see close up of what works in getting clients to comment or add unsolicited testimonials. We have also noticed that...
Add a Tax Deadline Countdown Clock to your Tax Accountant Website.
Posted on January 30, 2012
Many of our website for accountants users like adding tax deadline countdown widgets to their websites. We have searched for a nice looking countdown clock and have been using Countingdownto.com for our client sites. They have...
How to Set Up the Tax Reminder System in Your ClientWhys Tax Accounting Website
Posted on January 23, 2012
The Tax Reminder system allows you to accommodate office tasks like appointment setting, appointment reminders, due date reminders and much more. This will lower your administration costs and improve the efficiencies in your office....
How to use the Public Lockbox in Your ClientWhys Tax Accounting Website
Posted on January 23, 2012
You can utilize a Public Lockbox to share documents across your entire client base. The Public Lockbox has been developed to upload Tax Organizers or other important documents....
How to Create Admin Rights in Your ClientWhys Tax Accounting Lockbox
Posted on January 23, 2012
We have two levels of security and admin rights in the ClientWhys Lockbox. ...
How to Add a New Client in Your ClientWhys Tax Accounting Lockbox
Posted on January 23, 2012
To add a new client, click on Create New under the Lockbox Menu....
How to Create Auto Campaigns in Your ClientWhys Tax Accounting Website
Posted on January 23, 2012
We have developed a feature that allows you to create and schedule an e-mail campaign. This module can be used to market to client niches, for tax planning consulting appointments, or even to cross-sell other services like wealth...
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