New LockBox Feature - Spouse or Additional Contact Notification

Posted on October 12, 2010

We have added a new feature to the lockbox client portals that allows the addition of a spouse or secondary contact in the main lockbox contact account.

ClientWhys Sites Launches New High Performance SEO Tax Accountant Website Loaded with Content

Posted on October 11, 2010

ClientWhys has just launched their latest design template that is sure to draw comparisons to a completely custom site at a fraction of the cost.

Growing Trend for Tax Accountants with Referrals from Facebook

Posted on October 11, 2010

Many of my Tax Accountant website customers have Facebook accounts where we post their online newsletter articles automatically as they release. CPAs and Tax Accountants have very strong opinions [..]

ClientWhys Website - Bob Hodge

Posted on October 8, 2010

"Thank you for all your efforts. I continue to get more clients due to the new website your created for me." Bob Hodge Robert Hodge Tax & Accounting Co. www.rlhtax.com

Google Search Engine Upgrades

Posted on October 6, 2010

We have been making some adjustments to our Tax Accountant websites so they can get better results from Google. These adjustments include quite a few programming changes that will help get [..]

PTIN Registration Site Is Up…But Is It Running?

Posted on September 28, 2010

I received an e-mail from the IRS and two of the EA Associations I belong to announcing that the IRS site for online PTIN registration was now available. I'm sure other tax-related organizations [..]

ClientWhys Client Portal - Tracy Cobb, CPA

Posted on September 21, 2010

"Just thought I’d let you know the new drag and drop feature for the lockbox is awesome!" Tracy Cobb, CPAwww.cobbcpa.com

Affordable Tax Update Online CPE Training for Your Entire Firm

Posted on September 16, 2010

We are experts at Taxation and have one of the most extensive tax update and review online, self-study libraries in the profession. We have recently updated the majority of our courses and have [..]

Do You Still Need Room in Your Budget for Yellow Page Ads?

Posted on September 15, 2010

I would go as far as saying that yellow pages ads are no longer on my list of the top 6 items for your CPA marketing program. The explosion of the Internet and local search engines like Google [..]

Tax Accountant Client Portal Hygiene

Posted on September 14, 2010

There are two philosophies that we see as the best way to implement an online document storage client portal. One is to simply share documents with clients and delete them after a set period [..]

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