Case Study - How enrolled agents utilize their chapter website to communicate to their members

ClientWhys started designing chapter websites after several tax accounting website customers wanted us to help their organizations as well. We made some changes on content and feature tools and started rolling out the chapter editions last year. Wow—what a success! We have taken the IT mystery and support out of the equation for chapter leaders. We offer a turnkey solution that includes website hosting, email support, email newsletters, a tax research center, technical support forums and secure document sharing. 

One of our first chapters was the San Fernando Valley Chapter of CSEA. Chapter leaders face many challenges. They need to stay compliant with the CPE accreditation as well as promote chapter events and provide support to chapter members. 

The ClientWhys chapter website does all this work for them. They no longer need to stress about the IT issues or site updating they faced when they hosted their own site. The self-serve editor lets chapter members update their site 24/7, and the ClientWhys help desk is here to support their every change.   

To drive members to chapter events, the built in email marketing tool lets them quickly create email blasts that can be sent to member groups, cutting down on postage, printing and labor time from the old printed newsletters.   

The websites also help promote enrolled agents to the public. With a "find an enrolled agent" search tool and important information explaining the designation right on the website, time spent developing copy is cut down considerably. 

Chapter officers can share minutes and notes within the lockbox tool. Chapters can also set up groups within the database that allow them to distribute compliance documents quickly and securely.

ClientWhys has rolled out this service to CPAs, enrolled agents and other tax professional organizations across the country. Starting at just $49 per month, these professional organization websites are sure to bring the stress level down for many chapter presidents. Email if you want to trial a chapter site for your organization, or call us at 1.800.442.2477 x234 and ask for Wendy, the chapter project manager.

  • 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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