New Features Abound - Introducing the ClientWhys Switch Program

Posted on May 15, 2013

In the coming months, you will see many enhancements designed to help you automate even more of your office and marketing tasks. This month, we are rolling out our new greetings section in the [..]

Accountants drive more prospects with local search marketing - ClientWhys Product Launch

Posted on May 14, 2013

Get more leads to your accountant website using our new local search campaigns. While word of mouth is the primary source of new clients, paid search engine marketing can create an added growth [..]

7 Reasons Why You Must Upgrade Your Accountant Website

Posted on May 13, 2013

If your website is more than 1 year old, it is most likely not built for the mobile web. Responsive website design makes it possible for your website to easily adapt to the device on which it’s [..]

How to Use Thank You Cards to Improve Client Retention

Posted on May 9, 2013

Simple tasks, like sending out thank you cards, can have a profound impact on your client relationships. This is especially true for thanking clients who refer prospects to you. A lack of an [..]

ClientWhys - Where Tax Accountants Learn to Market

Posted on May 2, 2013

Thanks for entrusting ClientWhys to help you with your online marketing and practice needs. For over twenty years we have been energizing CPAs, Enrolled Agents, Tax Accountants and financial [..]

Testing Your Practice Management Skills

Posted on May 1, 2013

At the first get-together after the conclusion of tax season, we frequently ask our colleagues the following questions:

Grow your practice by using viral videos on your website.

Posted on April 26, 2013

I have been seeing more tax accountants using videos on their websites and client communications. Both professionally produced and in-house presentations can work in differentiating your firm [..]

6 Ways to manage your practice in the era of diminished time.

Posted on April 22, 2013

This tax season has been more difficult than years past. Complex returns, tax software glitches and late form releases made filing in 2013 a nightmare. We heard from many of you in our ClientWhys [..]

The ClientWhys Tax Update Seminar is your best defense against unending tax law changes.

Posted on April 15, 2013

If this last tax season is an indication, being prepared for tax season is your #1 job during the off-season. Complex returns and never-ending tax law changes are the norm. Cutting back on continuing [..]

Reservation Source Income - Not Subject to Taxation

Posted on April 13, 2013

The FTB just announced a change in their position regarding income earned on a Indian reservation. If you have clients living and working on an Indian reservation you should go to the link below [..]

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