Secure the Conversation
Eliminate the Panicked Client Requests for Tax Return Copies After Hours. No File Size Limits. No Stress.
ClientWhys portal was built from the ground up to comply with privacy laws, streamline and protect your client files from prying eyes. Built-in CRM capabilities make managing your secure client conversations a snap. No IT required.
ClientWhys Connect keeps everything together in one secure place.
No matter how many clients you have or how many team members are working on a project, ClientWhys keeps everything organized. Whether you have one engagement with clients or many, you can organize each project within its own conversation, sharing documents, providing guidance, and managing tasks. When a conversation is closed, you can easily archive if you ever need to access it again.
Your Team Members Involved
You can include staff members within conversions and control access levels to easily manage client projects. There are no team member limits.
Anywhere, Anytime Access
ClientWhys conversations are the best way for clients to access your advice and documents and to ask additional questions. Multiple people can be added to the conversation, but all correspondence is stored in the same thread, eliminating the hassle of searching email for the latest client reply.
Keep your client files on ClientWhys Connect so everyone knows where to find them.
ClientWhys uses the same SSL technology to secure documents as online banks. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for tax return copies after hours. No file size limits. No stress.
Present a Professional Image to Clients
Your clients will love how easy it is to share files and conversations online through any device. Our intuitive interface has been so simplified, even your most technology-challenged clients can get around. Easy password recovery takes all the stress out of managing your portal. Tag files by keywords for simple searching. By using online presentations, you won�t mind the cost savings either�no more postage, folders, or paper costs.
Bonus Application � Free Automated Client Newsletter Included in Subscription
In a profession built on word-of-mouth, nothing is more effective than ongoing client communication. Our automated client newsletter takes the stress out of developing your own content; delivering breaking news and engaging articles on a monthly basis. Our email templates match your website design, so you have one mobile friendly look and feel for your marketing communications. If you want to create a custom message, choose from our library of hundreds of tax, personal finance, accounting, and business articles. It is that easy!
