Here are some helpful tips and things we have been working on.

The following are some helpful tips, updates and tutorials to get the most out your ClientWhys suite of client retention applications.

Enabling the automated Birthday eCards

View this tutorial to see how easy it is to enable this feature and start sending your wishes today.

Are you blogging yet?

Most CPAs and Tax Accountants are too busy to write and manage their own blogs, social media, and newsletters, and if you need help with content or marketing automation, ClientWhys can do this for you.


Editor update, now with new spelling tools and expanded view. 

We made it easier to edit articles within the site editor with our new expanded view. We also replaced the message center editor so it includes the spell checker.

Promote Mortgage services on your website and earn marketing fees:

The Mortgage industry has changed dramatically over the last few years. Customer automation during the underwriting process is just one-way where consumers can now control the mortgage process while cutting down on their loan costs. ClientWhys has launched a pilot program with Me and My Mortgage and New Leaf Lending, that allows professionals to earn fees from marketing leads (up to $50 per lead). Simply sign-up as a marketing affiliate and let us do the rest.

Learn More...

Editing custom newsletter articles

We have added the ability to edit custom newsletter articles that were already added to the library. You will now see the edit button available in the communication tab, after you have added a new article to a newsletter.

Suggest a feature:

Let us know what you want us to add or improve on the platform. Just visit our knowledge base and click “suggest an idea.” 

Suggest a feature now…

ClientWhys' Elevator Pitch Video

Check out latest offering to promote your practice on the mobile web. Set-up fees discounted for current customer. Check out a sample to see how video can help build your practice.

  • 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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