Introducing ClientWhys Connect - a personalized client portal designed for the modern web

Designed exclusively for CPAs, tax accountants, and mortgage and financial professionals, ClientWhys Connect offers independent professionals a cloud-based system with which to manage client relationships and communicate securely with clients. Unlike generic file sharing tools, ClientWhys Connect provides professionals with branded client portals that organize each client's documents and conversations on one secure platform, helping professionals easily comply with state and federal privacy laws.

“Gone are the days where email attachments are not delivered because of file size,” notes Lee Reams, II, CEO of ClientWhys. “Our portals are designed for the modern browser experience, making it easy for clients to securely access documents online in minutes, no downloads, no plugins.”

ClientWhys conversations are the best way for clients to access independent professionals for advice and documents and to ask additional questions. All correspondence is stored in the same thread, eliminating the hassle of searching through email for the latest client reply. When a conversation is closed, professionals can easily archive it for future access, should it ever be required.

ClientWhys uses the same SSL technology to secure documents as online banks. The drag-and-drop feature easily allows professionals to upload multiple documents at one time. Better yet, professionals can download all of the files in a conversation at one time. Eliminate the panicked client requests for tax return copies or other documents after hours. There are no file size limits. Thus, there is no stress.

Future enhancements include a mobile client view, automated client newsletters, and much more. Packages start at $25 per month. Visit or call 1.800.442.2477 x3 for more information.

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  • 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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