Coming This August! - Full-Service Lead Generation for CPAs and Tax Accountants

Posted on July 27, 2011

You have spoken and we are going to deliver. When we started building websites and email communications, we were filling the need of a turnkey marketing solution at an affordable price. Now with [..]

Case Studies - Building Client Relationships through Social Media

Posted on July 26, 2011

We launched our new Facebook Package two months ago. The response has been phenomenal, with CPA and tax accounting firms of all sizes launching their new social media presence. Our system will [..]

ClientWhys Fall Federal / California Review & Update Seminar Filling Up Fast.

Posted on July 26, 2011

With 11 locations throughout California, the ClientWhys Fall 1040/540 Review & Update Seminar gets top reviews from our clients. Attendees have come to trust that we will cover the issues [..]

Google Places will stop displaying reviews from Yelp and other review sites

Posted on July 25, 2011

Under pressure for having too much control over local search results, Google Places has stopped displaying Yelp and other review sites client comments. This will put more emphasis on getting [..]

Tax Briefs Monthly Alerts

Posted on July 25, 2011

ClientWhys Tax Briefs are an add-on to our newsletter system. The briefs will be released on the 15th of each month. The articles will identify and promote unique tax planning opportunities--stimulating [..]

New IRS Foreign Reporting Issues CPE Course

Posted on July 22, 2011

We have launched a new tax CPE course covering the Foreign Reporting Issues. This 1 hour course provides CPE credit for NASBA CPAs, Enrolled Agents and CTEC Tax Preparers. The course will help [..]

Lockbox Client Portal Maintenance Tips

Posted on July 13, 2011

Our Tax Accountant and Financial Planning customers use the lockbox either for secure filing sharing or as an online storage tool. For those that just want to share documents with clients for [..]

PTIN Renewals Will Be a Calendar Year

Posted on June 29, 2011

Originally it was envisioned that tax preparers would renew their PTIN registration one year after they originally registered. In other words if you registered your PTIN on October 1, 2010 you [..]

ClientWhysCPE - Victoria Fowler CPA

Posted on June 27, 2011

"The information was very timely & relevant for my CA returns. You did an excellent job with a very confusing and complicated subject (community property v the inability of the federal [..]

Tax Accountants Offer Free Tax-planning Strategies on Facebook

Posted on June 23, 2011

Facebook marketing has become so mainstream that even tax accountants are now harnessing the power of Facebook and other forms of social media. CPA firms and tax accountants that utilize the [..]

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