Are print newsletters a thing of the past?

Posted on November 2, 2012

It is an interesting question. Our customers, including leading Certified Public Accountants (CPAs), tax accountants, and Enrolled Agents (EA) tell us the answer would be no. They reference older [..]

What Tax Accountants can learn from Sandy

Posted on November 1, 2012

I first heard about Sandy on October 25, after reading a post from a meteorologist who dubbed the tropical storm “Frankenstorm.” While we are based in California, we have staff across [..]

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

Posted on October 30, 2012

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 [..]

ClientWhys Hosting Hurricane Update - Rackspace Report

Posted on October 29, 2012

As hurricane Sandy starts to move ashore and disrupt commerce on the east coast, our email and hosting vendor Rackspace, has released an update on their Virginia facilities.

The CTEC CPE Renewal Deadline is only days away.

Posted on October 26, 2012

The California Tax Education Council (CTEC) renewal deadline is fast approaching. This year California Tax Professionals need to make sure their Continuing Professional Education (CPE) is accepted [..]

ClientWhys Product Update - Applications for the Mobile Web

Posted on October 25, 2012

If you have been following the downs of Facebook and the highs of Apple, you have read about the emergence of mobile and tablet devices as a primary form of communication going forward. Studies [..]

Secure the Conversation

Posted on September 27, 2012

I just finished a six-month mortgage refinance. What was disturbing about the experience, other than it taking six months, was that the major-brand bank did not have a secure way of collecting [..]

Using Twitter to identify local prospects

Posted on September 26, 2012

Twitter is misunderstood. Basically, it allows news and information to travel freely and quickly through social networks. This can be a powerful tool for tax, accounting, and financial professionals [..]

What's new with the 2012 Big Book of Taxes?

Posted on September 24, 2012

The ClientWhys technical staff maintains the Big Book of Taxes year-round, adding regulations, rulings, and court cases in preparation for the next tax season. In addition to a constant stream [..]

CTEC Tax Preparer Renewal CPE Deadline is fast approaching!

Posted on September 24, 2012

Crunch time is upon us to comply with the new CTEC and IRS CPE requirements. The CTEC renewal deadline is October 31, 2012. Our low-cost, IRS Approved Krusemark courses are the best way to meet [..]

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