IRS RTRP and Enrolled Agent PTIN Contact Information

Posted on December 26, 2012

The following is helpful information for tax preparers contacting the IRS about the PTIN program. We have found that if the main 877 line is busy, using the international phone number will get [..]

Four "Must Do" Practice Management Tips for 2013

Posted on December 19, 2012

With the flood of new tax law changes and increased client tax liability, it is more important than ever to provide your clients with proactive advice. With businesses built on word of mouth, [..]

Free download - 2013 Rates at a Glance tax reference.

Posted on December 17, 2012

Designed for Tax Preparers, Enrolled Agents and Certified Public Accountants, ClientWhys comprehensive one page summary of tax law rates is now ready for free download. Feel free to share this [..]

RTRP and Enrolled Agents Need to Meet their CPE Requirements by December 31, 2012

Posted on December 10, 2012

The annual CPE countdown has begun, as the December 31st IRS Enrolled Agent and new RTRP (Registered Tax Return Preparer) deadline fast approaches. ClientWhys has developed tax update programs [..]

Product Update - Welcome to Responsive Design

Posted on November 16, 2012

We have started to release our latest responsive website designs for CPAs and tax and accounting professionals. Built for the modern web of mobile phones and tablets, our latest releases will [..]

ClientWhys marketing content - casualty and disaster losses

Posted on November 5, 2012

With an estimated 50 billion in damages on the East Coast, super storm Sandy is sure to increase the use of casualty and disaster losses. CPA and tax professional subscribers to ClientWhys' blog [..]

ClientWhys In the News - CFO Magazine Article About QR Codes

Posted on November 5, 2012

CFO magazine recently covered the use of QR codes in accounting. The article, titled "Auditors, CFOs Boost Their IQs on QR Codes" highlights how the codes are increasingly being applied [..]

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 [..]

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