Engage clients and prospects by adding video blogging to your home page

Posted on October 3, 2013

Built into ClientWhys websites for accountants product line, is access to our video blog series. The first five videos covering the Affordable Care Act are live and can we added your your home [..]

November California Tax Update Seminar & The Affordable Care Act

Posted on October 1, 2013

Although we have been keeping our CPE customers abreast of the tax aspects of the Affordable Care since it was originally passed, 2013 and 2014 are the years that key elements of the Act are [..]

Accountants are using advanced technology to help clients get competitive, no-hassle mortgages.

Posted on September 26, 2013

The mortgage industry has changed dramatically over the last five years. Automation and advanced underwriting have made the process more cumbersome for the consumer. CPA firms and tax accountants [..]

Why do reviews matter so much?

Posted on September 26, 2013

The social web has rewritten the rules on how consumers seek and hire professionals. According to the recent North American Technographics online benchmark survey, 70% of consumers trust recommendations [..]

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

Posted on September 16, 2013

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

Are you blogging yet? Because most CPAs and tax accountants are not.

Posted on September 13, 2013

They are too busy to manage Facebook, blogging, and their e-newsletters. The problem is that this lack of communication can affect your overall retention rates and even what your clients are [..]

Are California Tax Preparers Ready for All of the Health Care Tax Provisions?

Posted on September 9, 2013

This could be one of the most trying tax seasons ever, particularly if you have not prepared yourself for the Affordable Care Act provisions that will be enacted in 2013 and 2014.

Is your website design stuck in the dark ages?

Posted on August 27, 2013

Most people don’t like change. It is scary, and the unknown sometimes paralyzes people from making wise decisions to help better themselves. I see this often when talking to CPAs and tax [..]

3 Ways to Become the Thought Leader in Your Market

Posted on August 26, 2013

One of the biggest challenges of building a following and an exceptional online reputation is attracting an audience: first, how to develop content that people want to read, and second, how to [..]

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