I'm enjoying the convenience and content of the web service and want to thank you for all you do.
David Eilert
San Diego Tax Preparation
See More

A tax accountant's knowledge is a powerful asset and should be shared with clients, prospects and colleagues. ClientWhys' marketing suite is a complete set of tools that make it easy for busy professionals to communicate year round, increase their visibility, protect their online reputation and increase recommendations from current clients.
Talk to a Product Specialist
1.800.442.2477 x3
During our call, we'll answer any questions you have and show you how ClientWhys will turbocharge your relationships and word of mouth referrals.
Request a Demo of ClientWhys Marketing PlatformAS SEEN IN:
Core Marketing Website + Content + Tools + Email Newsletters + Social Media |
Growth Marketing Core Marketing + Advanced SEO + Advanced Social + Video + Virtual Team |
|||
---|---|---|---|---|
Profit Margin | Capital Gain | K2 | Whitney | |
Monthly Investment | Starting at $69.95/mo | $99.95/mo | $199.95/mo | $299.95/mo |
Annual Billing Options | $59.95/mo | $86.95/mo | $179.95/mo | $269.95/mo |
Max. Clients and Leads in Database | 350 | 2,500 | 5,000 | 10,000 |
Domain Name Included | ||||
Free Top-of-the-Line SSL Security - HTTPS | ||||
Hosted Email Accounts at your Domain | 5 | 10 | 10 | 15 |
Hosted Document Storage | up to 30 gigs | up to 30 gigs | up to 50 gigs | up to 50 gigs |
WEBSITES | ||||
Website Platform Designed from the Ground-Up for Accountants | ||||
Website design, Content Updates & Hosting | ||||
Mobile-friendly, Responsive Design - HTML 5 | ||||
Google Analytics | ||||
Additional Website Stock Images | Up to 2 | Up to 3 | Up to 4 | Up to 5 |
AUTOMATED EMAIL NEWSLETTERS | ||||
Monthly Newsletters with Our Content + Yours | ||||
Professional eCards: Birthday, Holidays and more | ||||
Lead Capture & Lead Nurturing | ||||
Email Marketing: List Management, Open Rates, Click Rates, etc. | ||||
Custom Email Marketing Campaigns | ||||
BLOGGING & CONTENT MARKETING | ||||
Digital Marketing Library | ||||
Automated Blog Posting 2-3x/week | ||||
Automated Posting to Your Social Media Accounts | ||||
Q/A - Inbound link and Citation Builder | ||||
TaxBuzz Marketplace - Build & Publish Custom Landing Pages | ||||
Custom Video Scripts | ||||
CLIENT MANAGEMENT & DASHBOARD | ||||
Client Portal with Secure Messaging & File Sharing | ||||
Unlimited Portal Users | ||||
Online Appointment Scheduling | ||||
Automated Appointment & Due Date Reminders | ||||
Electronic Document Signature (eSign) | Pay per document | First 250 free | First 750 free | First 1500 free |
SEARCH ENGINE OPTIMIZATION (SEO) | ||||
Built-in, On-site SEO | ||||
Keyword Selection & Optimization | ||||
Website & Search Ranking Audits | ||||
Firm Contact Info Added & Updated Across 50+ Local Directories | ||||
Local Link Building & Citations | ||||
SOCIAL MEDIA | ||||
Basic Social Media Setup: Google +, LinkedIn, Twitter, Facebook | ||||
Social Content Feed | ||||
Custom Content Posting | ||||
Social Media Follower Growth | ||||
REPUTATION MANAGEMENT | ||||
TaxBuzz.com Profile | ||||
Testimonial Review Campaigns | ||||
On-site Testimonials & Review Plug-ins | ||||
TaxBuzz.com Premium Membership | ||||
Reputation & Review Monitoring & Consulting | ||||
Promote Spotlight Page and Interview | ||||
CLIENTWHYS SERVICE & SUPPORT | ||||
24x7 Support and Help Center | ||||
Email, Chat & Phone Support | ||||
"Virtual Marketing Team" (consider us your virtual marketing department) |
||||
Setup Fee | $195 | $495 | ||
PAID PROMOTION AND ADVERTISING | ||||
TaxBuzz Leads - Request a Quote (Coming Soon) | ||||
Premium Placement TaxBuzz.com | ||||
FaceBook Ad Campaign Set Up and Design | Call for Details | |||
Twitter Ad Campaign Set Up and Design | Call for Details | |||
Targeted Content Marketing Campaign Management | Call for Details | |||
Pay Per Click Google Adwords Campaign Management | Call for Details | |||
A LA CARTE | ||||
Premium SEO Add-on Package at $99/mo | Call for Details | |||
Social Media Content and Follower Growth + $99/mo | Call for Details | |||
Social Media Premium Design: $195 set-up fee | Call for Details |
Pricing subject to change. Additional á la carte options may be available, contact us for more information.
Core Marketing Website + Content + Tools + Email Newsletters + Social Media |
Growth Marketing Core Marketing + Advanced SEO + Advanced Social + Video + Virtual Team |
||
---|---|---|---|
Profit Margin | Capital Gain | K2 | Whitney |
Monthly Investment | |||
Starting at $69.95/mo | $99.95/mo | $199.95/mo | $299.95/mo |
Annual Billing Options | |||
$59.95/mo | $86.95/mo | $179.95/mo | $269.95/mo |
Max. Clients in Database | |||
350 | 2500 | 10,000 | 10,000 |
Domain Name Included | |||
Hosted Email Accounts at your Domain | |||
5 | 10 | 10 | 15 |
Hosted Document Storage | |||
up to 30 gigs | up to 30 gigs | up to 50 gigs | up to 50 gigs |
WEBSITES | |||
Website Platform Designed from the Ground-Up for Accountants | |||
Website design, Content Updates & Hosting | |||
Mobile-friendly, Responsive Design - HTML 5 | |||
Google Analytics | |||
5 Custom Website Stock Images and 5 Custom Website Pages | |||
AUTOMATED EMAIL NEWSLETTERS | |||
Monthly Newsletters with Our Content + Yours | |||
Professional eCards: Birthday, Holidays and more | |||
Lead Capture & Lead Nurturing | |||
Email Marketing: List Management, Open Rates, Click Rates, etc. | |||
Custom Email Marketing Campaigns | |||
BLOGGING & CONTENT MARKETING | |||
Digital Marketing Library | |||
Automated Blog Posting 2-3x/week | |||
Automated Posting to Your Social Media Accounts | |||
Custom Video Scripts | |||
CLIENT MANAGEMENT & DASHBOARD | |||
Client Portal with Secure Messaging & File Sharing | |||
Unlimited Portal Users | |||
Online Appointment Scheduling | |||
Automated Appointment & Due Date Reminders | |||
Electronic Document Signature (eSign) | |||
SEARCH ENGINE OPTIMIZATION (SEO) | |||
Built-in, On-site SEO | |||
Keyword Selection & Optimization | |||
Website & Search Ranking Audits | |||
Firm Contact Info Added & Updated Across 50+ Local Directories | |||
Local Link Building & Citations | |||
SOCIAL MEDIA | |||
Basic Social Media Setup: Google +, LinkedIn, Twitter, Facebook | |||
Social Content Feed | |||
Custom Content Posting | |||
Social Media Follower Growth | |||
REPUTATION MANAGEMENT | |||
TaxBuzz.com Profile | |||
Testimonial Review Campaigns | |||
On-site Testimonials & Review Plug-ins | |||
TaxBuzz.com Premium Membership | |||
Reputation & Review Monitoring & Consulting | |||
Promote Spotlight Page and Interview | |||
CLIENTWHYS SERVICE & SUPPORT | |||
24x7 Support and Help Center | |||
Email, Chat & Phone Support | |||
"Virtual Marketing Team" (consider us your virtual marketing department) |
|||
Setup Fee | |||
$195 | $495 | ||
PAID PROMOTION AND ADVERTISING | |||
TaxBuzz Leads - Request a Quote (Coming Soon) | |||
Premium Placement TaxBuzz.com | |||
FaceBook Ad Campaign Set Up and Design | |||
Call for Details | |||
Twitter Ad Campaign Set Up and Design | |||
Call for Details | |||
Targeted Content Marketing Campaign Management | |||
Call for Details | |||
Pay Per Click Google Adwords Campaign Management | |||
Call for Details | |||
A LA CARTE | |||
Premium SEO Add-on Package at $99/mo | |||
Call for Details | |||
Social Media Content and Follower Growth + $99/mo | |||
Call for Details | |||
Social Media Premium Design: $195 set-up fee | |||
Call for Details |
Pricing subject to change. Additional á la carte options may be available, contact us for more information.
We're here to help. Call us and speak with a Digital Marketing Consultant who will answer any questions you might have.
1.800.442.2477 x3
One of our Digital Marketing Consultants will show you how the ClientWhys marketing platform can help you get retain more clients, generate more referrals and save you time managing your practice.
Show me clientwhysGive the ClientWhys marketing platform a try by signing up for a 30-day free trial. You'll get a fully functional account. No credit card necessary.
Start a free trial
Technology changes have redefined what it takes for tax accounting firms to succeed online. Client relationship management (CRM) allows you to automate daily tasks and manage client communications, website content, appointment setting and much more.
CRM is about managing the relationships you have with your clients and prospects. CRM combines business processes, people and technology to achieve a single goal of finding and keeping clients for life. It's an overall strategy to help you develop stronger, lasting relationships that will benefit both of you. It's very hard to run a successful practice without a strong focus on CRM and word of mouth. Adding elements of social media and making the transition to a social practice require expert guidance and support.
The goal of any accountant marketing program is to make your firm look as good as possible online. We call it reputation management. Firms need to control their online search results because they frequently contain inaccurate, misleading or outdated material, which can adversely influence how web searchers view you. Controlling your online reputation takes know-how and effort. But the results will redefine how you grow and succeed.
I'm enjoying the convenience and content of the web service and want to thank you for all you do.
David Eilert
San Diego Tax Preparation
See More