New Website and Lockbox Client Portal Encryption Features

Posted on October 4, 2011

We have added some new security features to our websites for accountants product line. These features include some advanced encryption systems on the back-end for both the website and lockbox [..]

Tax Reminders--Now with Human-Like Voices.

Posted on October 4, 2011

I know it is hard to get excited about our new computer voices...but we sure are. Goodbye to Mr. and Mrs. Computer Bitmap Voice and hello to human-like messages for your clients and prospects. [..]

Facebook changes and RSS feeds.

Posted on October 3, 2011

If you have been following Facebook you will have noticed they have made a bunch of changes. The downside to change is when Facebook eliminates a feature they used to support. This appears to [..]

Get the Most Out of Your Tax Accounting Website with these Nine Cool Features

Posted on September 29, 2011

With over 1,000 subscribers to our websites for accountants, we often get support calls requesting features that clients already have loaded in their subscriptions. We have gathered some of the [..]

Case Study - How enrolled agents utilize their chapter website to communicate to their members

Posted on September 29, 2011

ClientWhys started designing chapter websites after several tax accounting website customers wanted us to help their organizations as well. We made some changes on content and feature tools and [..]

One easy marketing tip to dominate your local market

Posted on September 27, 2011

I have previously written about Patch.com as a great way to become the expert in your local community. Whether you are a tax accountant, CPA, or enrolled agent, you can build your reputation [..]

IRS Issues Additions Guidance Related to PTIN Renewal & Suitability Testing

Posted on September 26, 2011

Albeit a little slow, the IRS is finally providing additional information related to the renewal of the PTINs, the requirements for suitability testing and CPE requirements (Notice 2011-80). [..]

Video tutorial covering Facebook best practices for CPAs and Tax Accountants

Posted on September 20, 2011

Social media allows you to cost-effectively converse with clients and prospects. You might think of it as an extension of your current tax and accounting newsletter. However, in using social [..]

Tax Accountant Year-End Marketing Newsletters and Tax Planning Guides

Posted on September 19, 2011

Tax planning season is fast approaching. The many law changes and current economic climate make it more important than ever for you and your clients to take advantage of every possible deduction. [..]

Don't Miss Out! ClientWhys' Two-Day Fall Update & Review Discount Expires 9-23-11

Posted on September 19, 2011

Our two-day 1040 Review & Update Seminar doesn't offer just a live presentation and flimsy seminar notes. Our comprehensive seminar combines one of the top-speaking teams in the nation with [..]

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