Client-Building Website
Experience the satisfaction of knowing your tax, accountant, or CPA website looks better and provides more powerful customer utilities than your competitor's website. ClientWhys can help enhance your marketing efforts while developing a highly visible online presence and convert website visitors into lifelong clients.
Loaded with Content
Each ClientWhys website is filled to the brim with content specifically written for the tax and accounting profession. Written by experts, our content draws search engine traffic and referrals - and more importantly, it provides educational material for your clientele.
Control the Look & Feel
Choose from hundreds of designs to “kickstart” your online presence. Brand your website with color, video, flash, and photography using our contemporary web publisher and image editor.
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Search Engine Maximized
From content to XML sitemaps, you name it, it's there! We have done, and are doing, everything that is possible for onsite optimization. Take a break, post something on Facebook - because your site rocks!
Secure Online Portals
Built from the ground up, the ClientWhys Lockbox allows you to create unlimited client portals to securely share large, confidential documents and messages with clients and firm members. Drag a file, drop it in, and you're done!
Automate Your Day
Let our products work for you and your staff! The ClientWhys online booking and appointment reminders will add a chunk of time back to billable hours.
Automatically deliver email newsletters straight to your clients’ inbox, enlighten your clients with fresh content authored and published to your website weekly, and use it to stimulate fans and followers on Facebook and Twitter. Now that's automation!
Social Media Integration
Built-in social media tools provide easy sharing of content and connecting to outlets such as Facebook, Twitter, and LinkedIn. Reaching the right prospects and strengthening existing client relationships can be done effortlessly with ClientWhys social media widgets.
Hosting & Email
We have everything you need for hosted website and email solutions. ClientWhys email services features webmail, IMAP, POP3, SMTP, and hosted Exchange. We offer spam and virus protection, archiving and a host of other features. Hosting and email are necessities for every business and ClientWhys delivers.Backup & Security
Reduce business downtime and ensure critical information on virtual or physical systems is always protected and restored quickly. Our backup systems can help you restore accidently deleted data. Rest-assured that your website will be secure and encrypted, with skilled technicians monitoring its performance 24/7.
World-Class Customer Service
For 25 years, we have been servicing our industry with top-of-the-line customer service and technical support. Our small, but dedicated team, knows success is achieved when clients accomplish goals using our products and services.
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- No credit card required for free trial.
Website Content
By licensing ClientWhys content, companies can cost-effectively add dynamic tax, personal finance and accounting portals to their websites, or other social sites, and email newsletter campaigns without the stress and costs of brainstorming, writing, technical review, editing and maintaining their own library of articles. We have all the content you need to populate your website and keep your clients informed.
Portals
We provide a library of tax & financial content that can enhance the experience of your website visitors. Portals include Tax Central, Automated Blog, Personal Finance, Business Coaching, Life Events and a Tax & Accounting Newsletter.
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Written by Industry Experts
Our content is written and reviewed by industry experts, with over 25 years experience in taxation and personal finance. You can rest-assured that we are a trusted and reliable source for all your content needs.
Website Integration
Our content portals will capture the look of your website, seamlessly integrating into your current design. With a uniform look and feel, it will appear as though the portals were customized specifically for your website.
Widgets
Use our widgets to display breaking news or specific topic channels. With so many to choose from, it's easy to customize your pages.
Multiple Delivery Options
Content feed options include an easy-to-add link, embed code or RSS feed for more advanced developers. Our content comes with RSS feeds so you can automatically syndicate your content on Facebook and other social marketing sites.
Big or Small, We Serve All
The ClientWhys license allows firms with less than 10 partners or 2,500 clients to use the articles via email, online or print formats. The copy and design are protected under U.S. copyrights and are provided for your business use only. For larger practices or businesses over these thresholds, please call for pricing information.
- No credit card required for free trial.
Email Marketing and Client Newsletters
Keep your clients informed and loyal with Email Marketing communications. Personalized communications include an automated monthly client newsletter, Thank You, Holiday and Birthday eCards, client letters and much more. Use our high-quality, low-cost email marketing solution to keep you in regular contact with your clients and easily reach out to prospects. Get ahead of the competition and drive the results you want.
Affordable Communication
Designed for CPAs, EAs, financial planners and tax preparers, the ClientWhys Email Marketing Library and Newsletters cost-effectively provide your clients with breaking news and tax-savings tips that are quick and easy to read. Starting at just $34.95 per month, you will automatically be saving thousands in printing and postage costs every year.
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Automation
The monthly client newsletter can be set up to automatically release on the 1st business day of each month. You can also set up auto campaigns that will contact clients on a pre-scheduled basis. With our automated system, you don't have to take time away from your busy schedule to reach out to clients. We do it all for you!
Easily Customizable
You have the ability to customize by adding your own branding, photo, intro messages, banner ads and articles. You can personalize the intro message and add your own articles to our content or just let it run on its own. It is that easy.
Ultimate Content Library
Our unique Send an Article and Send a Page feature lets users access our huge
library of thousands of pre-written articles covering the latest tax law changes and personal finance tips. Edit our content to
make it your own.Written by Experts
Expertly written content from the client's point of view and updated regularly to be relevant and timely. Topic channels include Individual Tax & Financial Planning, Small Business, IRS Tax Problems, Real Estate & Mortgage and QuickBooks® Tips. With such a wide range of topics, we have you covered.
Connect to Social Outlets
Newsletter articles can be added to automatically update your Facebook
account and other social sites that support
RSS feeds. This is the complete marketing
tool that allows you to reach clients and prospects wherever they are to be found.Cross Sell
Include banner ads within the newsletter or marketing emails that promote other services. This form of soft-selling may educate your clients on other services or seminars that they were not aware of. Don't limit your earning potential by limiting your services to your core expertise.
Instant Tracking and Results
The system tracks your open rate and the articles that were reviewed. Details include the visitor email address and time stamp. With this tool, you are given an overall picture of how your email marketing campaigns are being responded to and helps determine what generates reader interest.Targeted Marketing
Allows you to create custom client segments for niche marketing. This makes it easy to develop your niche marketing strategy and grab hold of opportunities that come your way.
Build Relationships
Client relationships are everything. How valued you make your clients feel directly affects their referrals, the fees they pay, and the longevity of your relationships. Our email management tools make it easy to stay with your clients and keep you top-of-mind.
Local Search Marketing
The one recommended service that is needed before you consider developing a website is Local Search—it is that important! With all the mobile devices and location-based apps, up-to-date and accurate listings on local search engines such as Google Places and Yelp are a high priority. Every day, millions search locally for businesses by name because they have forgotten the phone number, address, hours, or even the website’s domain name. Our Local Search Marketing package helps you take control of your listings and then publishes them to the web to make sure they are easy to find.
- Google Places
- Bing Local
- Yahoo Local
- Yelp
- Foursquare
- Citysearch
A Positive Experience for Referrals
For a majority of businesses, referrals drive a higher percentage of sales. Referrals can come from modern methods such as social media or more traditional methods such as a simple conversion with a friend on an analog phone. After hearing a friend’s recommendation, the first place a potential customer looks for contact details is local search. A properly managed local profile will make it easy for referrals to find your company. It’s an opportunity your business cannot afford to miss.
A Dependable Brand for Clients
When a client needs to reach you, there are many resources at his/her disposal, including local phone directories or maybe a fridge magnet—but only if these items can be found. Even so, many people are on the go or at work and find using a computer or smart phone much more convenient. Optimized local listings make it quick and simple, and that’s what sets your brand apart from the competition.
Over 55% of consumers report using Google every month to look for local businesses.
What drives people to local search?
- Phone number
- 68%
- Address
- 68%
- Hours of Operation
- 64%
- Map
- 53%
- Reviews and ratings
- 51%
- Website
- 48%
- Driving directions
- 36%
- Business name
- 30%
- Distance to business
- 22%
* Percentages based off of multiple sources and are rough estimates.
A Better Find for Searchers
Then there are those who are new to the area or may be looking for a different provider. Whatever the case, it’s vital that your listing not only appears but is one of the top three listings. This will set the stage for brand distinction and more opportunities to connect with new clients.
Over 70% of online search activity is related to local content.
An Awe-Inspiring Reputation
Negative or positive, local listings with reviews have a greater chance of being seen ahead of others. Many businesses are unaware of all the review sites out there. That’s why reputation management is built into our Local Marketing service. We proactively monitor your local listings while actively encouraging clients to leave positive reviews. With an abundance of healthy reviews, your listing is sure to inspire searchers to choose your company.
A Complete Solution
We have everything you need to make an easy connection with your audience. Our goal is to make you stand out in the crowd and position yourself as the expert in your field. We automate the process and get you up and running quickly and effortlessly. Local Search Marketing has never been easier.
Marketing Library
Our Tax, Personal Finance and Accounting Article Library saves you time and money while providing your blog, website, client newsletter and social media sites with content that keeps your audience informed. We are your in-house copywriter and marketing expert for one low, monthly fee. Content is provided in PDF or Word formats.
Written by CPAs, EAs, & Attorneys
ClientWhys publications are written by our own team of CPAs, EAs and attorneys. We deliver clear, concise information that is easily understood by your clients and prospects. Updates are made year-round to keep the material timely. No one offers such a comprehensive suite at such a competitive price.
Year-Round Content Updates
These high-impact messages include client brochures, pre-written tax and financial articles, tax planning guides, surveys and much more. New content is added every month, if not more often. Whenever there is tax-breaking news that affects your clients, you know we're on it!
Go Green
Our Digital Marketing Material will help cut down on your paper usage and allow you to use what you need, when you need it.
A Full Suite of Information
Online Access Includes: Client Information Brochures Occupation Brochures Form-Fill Tax Organizers 2010 Pocket Tax Guide Privacy Policy Brochures 7216 Disclosures Brochures PDF versions of our 3 client newsletters 7-15 Monthly Newsletter Articles in Word Format.Available for Download 24/7
Our Digital Marketing Material will help cut down on your paper usage and allow you to use what you need, when you need it. Our complete library of Tax Accountant marketing products is available in PDF or Word formats for easy access 24/7. Our materials are updated year-round so you never have outdated inventory.
- Client Information Brochures
- Occupation Brochures
- Form-Fill Tax Organizers
- Pocket Tax Guide
- Privacy Policy Brochures
- 7216 Disclosure Brochures
- PDF Versions of our 3 client newsletters
- 7-15 Monthly Newsletter Articles in Word Format
- Client Information Brochures
- Occupation Brochures
- Form-Fill Tax Organizers
- Pocket Tax Guide
- Privacy Policy Brochures
- 7216 Disclosure Brochures
- 1040 Taxation & Personal Finance
- Small Business
- QuickBooks Tips
- Real Estate and Mortgage
- IRS Tax Problems
Print Newsletters
Newsletters help keep you in touch with your favorite people - clients and prospects! Informative, interesting and to-the-point, ClientWhys Newsletters are offered in every format possible: print, online, email and as a downloadable PDF.
Client Advisor
This newsletter is perfect for CPA firms that focus on individuals and business clients. Stay top-of-mind while providing timely articles and tax law changes that affect their financial situation. Ongoing contact will help build your client and prospect relationships. By letting us do the work for you, it gives you more time to spend on billable items. Four To Choose From
Tax & Financial Update
Focusing on tax and personal finance subjects of current interests, the Tax & Financial Update is ideal for CFPs and accounting firms offering financial services. Each issue is loaded with motivational articles that will help your clients and prospects recognize the value and need of your services. Three To Choose From
Tax Tips and News
Devoted entirely to tax news for individual taxpayers, Tax Tips & News is a high-powered newsletter with compelling content at an affordable price. Written in a way to stimulate contact from clients, Tax Tips is a sure way to keep you foremost on their minds. There's no better way to drive clients to your door and seek your expertise. Three To Choose From
Quality Brochures for Your Practice
Our collection of over 50 high-quality brochures are the answer. Filled with a wealth of information, these brochures are great for image enhancement, promotional activities or networking.
Off-the-Shelf, Imprinted, or in PDF Formats
All of our brochures are available for off-the-shelf, imprinted, or in PDF formats. These cost-effective brochures alert clients to the many ways you can help them solve their problems and minimize taxes.
Educate with Client Information Brochures
These brochures cover frequently encountered tax and financial planning issues. Use them to enhance your reputation as a tax and financial planning professional with your existing clients or use them as handouts with your promotional activities. They are also great networking brochures to use with other professionals. Choose from 24 Designs
Niche Market with Occupation Brochures
So many jobs, so many opportunities to be an expert. Focusing your marketing efforts towards a specific profession helps create a recurring referral source. In order for your clients to deduct expenses in their trade or business, they must show that the expenses are ordinary and necessary. The Occupation Brochure identifies deductions specific to the profession and helps clients organize their records before the appointment. Choose from Over 14 Designs
Drive Year-Round Tax Planning Appointments with our Pocket Tax Guide
This 8-panel brochure is one of the most popular tax planning guides on the market. It includes an overview of the year's tax law changes and a summary of important tax rate deductions and much more. Take a Peek
Privacy. Handle it with Care.
Our Privacy Policy and Non-Disclosure Brochures help you comply with the
Gramm-Leach-Bliley Act. The regulations require tax professionals and Enrolled agents to provide notice of its privacy policy to
clients once each 12-month period.
Choose from 4 Designs
Increase Referrals. Keep Retention Rates High.
Gain new clients and retain current clients with our affordable Missed-You-Last-Year, Client Survey and Referral Brochures. These brochures are an inexpensive way to keep your retention rates high, identify problem areas and create a practice built on referrals. Choose from 3 Designs
Tax Organizers
Unlike your tax software organizer, our Form-Fill PDF Tax Organizers are comprehensive and well-organized. You and your clients will not miss an important deduction or entry. This will help you save time in the interview process and make your appointments run more smoothly.
Paperless Solution
The Form-Fill PDF can be opened in Adobe Reader. The PDF allows the client to fill out the Tax Organizer, save, print or upload to their lockbox. You can now upload the Tax Organizer to your website, email as an attachment or add to your client portal. By having it easily accessible to your clients, they can get ahead of their appointment and come fully prepared.
Ensure Accuracy
The unique Alert Flags help clients understand what information is required to avoid problems with the IRS matching program. By clearly guiding your clients with what is needed, the Tax Organizer helps ensure that nothing is missed or overlooked.
Better Than
Software-Generated Organizers
User friendliness is another consideration. Software-generated organizers tend to be overwhelming to the client. They often include too many pages and don't ask the right questions. It is important for clients to clearly understand what is required from them so that they can provide complete and accurate information.