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 [..]

Are you in compliance with your IRS Firm Policy Manual?

Posted on September 20, 2012

Many tax professionals are unaware of the IRS Circular 230 requirement that they have a set firm policy manual in place. This requirement is true for all paid tax professionals, including Enrolled [..]

IRS Continuing Education Reporting - PTIN Errors

Posted on September 12, 2012

The new IRS Continuing Education Reporting program is off and running. ClientWhys started reporting the results to the IRS for our tax update CPE clients last month. The bad news is the high [..]

GoDaddy Outage and Website Hosting

Posted on September 10, 2012

ClientWhys customers, whose domain registrar is GoDaddy, may be experiencing website downtime. GoDaddy is aware of the issue and they are working on it. Though their corporate website is down [..]

The difference between POP and IMAP email settings

Posted on September 10, 2012

This is one of the first decisions you need to make when using web based email through Outlook or other devices. IMAP is becoming the more preferred method, since it gives you complete access [..]

3 Hour Federal Tax Update CPE Course for RTRPs and CRTPs.

Posted on August 23, 2012

This 3 hour cpe course is designed for IRS RTRPs and CTEC tax professionals who are short 3 hours of their tax law update cpe requirement. This self-study course, includes an easy-to-use eBook [..]

ClientWhys Reviews - Hall of Taxes

Posted on August 3, 2012

"ClientWhys has been the best thing that happened to my small tax business. I used to struggle with updating the content on my website, writing my own newsletters, trying mightily to communicate [..]

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