- Home
- »
- Blog
- »
- Website Tips
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...
How to Create a Custom Subscriber Group in Your ClientWhys Tax Accounting Website
Posted on January 23, 2012
To create a custom subscriber group, go to Editor Home scroll down to E-mail Marketing. Click on the Custom Subscriber Groups link. Click on 'Add New' to create your new group....
How to Create a Custom Message in Your ClientWhys Tax Accounting Website
Posted on January 23, 2012
The first step in creating an email message is to click on Create a New Message....
Search Articles
Popular Posts
The Tax Update Continuing Education program that keeps on teaching year-round.
California Real Property Tax Deduction--Where Do We Stand Now?
Categories