Using Google Alerts to Monitor the Web for Interesting New Content

Posted on March 7, 2011

Google Alerts are free e-mail updates of the latest relevant Google results (web, news, etc.) based on your choice of query or topic.

Save Time with our Secure Document Sharing Client Portals

Posted on March 2, 2011

The Lockbox has been getting a ton of usage this tax season. We wanted to list some important tips when utilizing the tool. You can also review the following tutorial videos for more information. [..]

Become the Tax and Accounting Expert in your community with

Posted on February 28, 2011 is a community-specific news and information platform dedicated to providing comprehensive and trusted local coverage for individual towns and communities. It is a great way to become [..]

ClientWhys Website - Joseph Dimino

Posted on February 28, 2011

"My clients are writing all sorts of testimonials and I'm posting on my website." Joseph Dimino

Can You Grow Your Tax Practice Using Craigslist?

Posted on February 24, 2011

Craigslist is free way for tax professionals to post services in their local community. Craigslist is the largest online listing service and has localized directories in most areas.

ClientWhys Website - Barbara Wright

Posted on February 20, 2011

"The monthly newsletter is really bringing in the appointments from existing clients. Most visitors to the website say it is very user friendly and a pleasure to use (some staff are even using [..]

John Hewitt, Jackson Hewitt Founder and Liberty Tax CEO Predicts Mom and Pops Will Close Doors

Posted on February 10, 2011

John Hewitt, the founder of Jackson Hewitt and now CEO of Liberty Tax says that the little tax preparer will be no more.

New Lockbox Tool - Disable Auto E-mail Notification

Posted on February 9, 2011

We have added a tool that allows users to disable the auto notification e-mail when a document is added to the lockbox. This is helpful when a new document is being added to the public lockbox [..]

New Tax Accountant Website Feature - Custom Font Selections

Posted on February 9, 2011

For website customers that are using the custom color schemes, we have added the ability to select a variety of font combinations for headlines and articles. These font options will meet anyone’s [..]

ClientWhys Website - Cherry Comstock, EA

Posted on January 27, 2011

"I have not had time to adjust any of the contact you set up for me, but I wanted you to know, I LOVE MY WEBSITE!!! My clients brag to their friends about how easy it is to communicate back and [..]

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