5 Website Tools You May Not Know You Have

Sometimes I think we don't adequately market our own product. I get calls from CPAs and Tax Accountants asking questions about practice management, including how they should handle scheduling appointments online, sending secure email, or writing a blog, and 95% of the time the tools are already included in the website package subscription. I have highlighted some of the most important features below with a corresponding how-to webinar video. 

Lower No-Show Rates with Tax Reminders

The majority of accountants and CPAs spend too much time on routine phone calls. Time that was once spent dealing with appointment phone calls and messages can be shifted to revenue-generating appointments, leading to increased staff satisfaction and improved message deliverability and bringing greater convenience to your clients. ClientWhys Reminders is a loaded client messaging solution that allows practices to send clients personalized appointment and due date reminders by phone, text, and email. And yes, even personalized birthday wishes can be sent automatically. There is a small service fee attached to this service to cover the text and phone messaging costs. 

Click here to view our Tax Appointment and Due Date Reminder Webinar.

Streamline Appointment Settings

Our Online Appointment Tool allows website visitors to request open appointment times synched directly to your Google or Outlook Calendar. Set up your appointment types and hours, and clients will see what times are available to them. When you confirm the appointment, clients will receive an ical attachment that they can quickly click on to add to their own calendar. 

Click here to view our Online Appointment Webinar.

Automate Your Blog and Social Media Posts

Add the power of a blog to your website. Frequent articles and posts are critical to driving readership to your website. Clients love the timely information. Search engines respond to the fresh content. Your blog will be automatically updated each time an article is added. You can also add your own company postings about client spotlights, staff news, events, or anything that your readers would find valuable. The goal is to make you the local expert in your area of expertise. The content will be educational and timely, following breaking news and providing helpful tax and business planning tips. The online blog content comes with RSS feeds, so you can automatically syndicate your blog content on Facebook and other social marketing sites.

Click here to view our Automated Tax Blog Webinar.

Send Clients Secure Messages

Our web-based application allows you to send sensitive data and documents, receive secure responses to your messages and prevent unauthorized use of confidential information, and it requires no software plug-ins.

Click here to view our Client Portal Secure Messaging Webinar.

Quickly Send Thank You, Birthday, and Holiday eCards

Keep your clients informed and loyal with Email Marketing communications. In addition to the automated monthly client newsletter, our library includes Thank You, Holiday and Birthday eCards; client letters; and much more. 

Click here to view our eCards Webinar.

Feel free to call us at 1.800.442.2477 x4 with any questions regarding these features. 

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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