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There is nothing like a ClientWhys Client Newsletter to keep your clients in the loop.

ClientWhys offers the next generation in client newsletters with our selection of print, e-mail, online and PDF formats. In addition to our expertly written and reviewed articles, each newsletter is written from your clients' point of view, creating interaction, more referrals and off-season planning opportunities.

Printed & PDF Newsletters
Our printed newsletters are off-set printed for the highest quality. They are 11" x 17", 4 pages total, folded down to letter size as a self mailer or envelope insert.

1040 & Financial Planning -

Client Advisor

Tax & Financial Update

Tax & Financial Update

Tax & Financial Update

Tax Tips & News

Tax & Financial Update

Small Business -

Small Business Advisor

Tax & Financial Update

Personal & Small Business Combined -

Tax & Business Strategies

Tax & Financial Update

Persyst E-Mail Client Newsletters

Our Persyst e-mail newsletter is powered by the #1 e-mail technology in the country, according to Forrester and Jupiter reports.
  • Automatically sent on the 1st business day of the month
  • Get results fast with instant tracking and reporting
  • Provides spam compliant opt-in and opt-out feature
  • Send e-mail communications and be confident it gets delivered
  • Customizable intro client letter
  • Create custom e-mail newsletters using our content or create your own
  • Includes tax calendar
  • Links back to your website
  • Personalized client fields and reply e-mail
  • Branded to your firm
  • More cost-effective than a print campaign
  • Build, manage and secure your e-mail marketing contacts

Persyst E-Mail Client Newsletters

Online Client Newsletters
Updated monthly, the ClientWhys online client newsletter offers a convenient way to easily add engaging information, tax alerts, due date reminders and analysis to your current website.

Topic Channels include -

  • Individual Tax & Financial Planning
  • Small Business Focus
  • Real Estate & Mortgage
  • QuickBooks® Tips

Online Client Newsletters

 
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