Generate Tax Planning Appointments with your E-mail Newsletter

Posted on October 18, 2010

Whether you provide free year-end tax planning or charge for these consultations, it is important for CPAs, Tax Accountants and Enrolled Agents to communicate directly to clients before time [..]

IRS Delaying Enrolled Agent Renewal for SSNs Ending in 4, 5 or 6

Posted on October 15, 2010

Update: June 2, 2011 - For those Enrolled Agents with Social Security numbers ending in 4, 5 or 6. The EA renewal form (Form 8554) is now available on and in electronic format on [..]

ClientWhys CPE - Phuong Trang

Posted on October 14, 2010

"Thank you and thank you again for your time. I was with ClientWhys, Inc since 2005. Thank you for a great service!"Phuong Trang

ClientWhys Joins Forces with FER offering Live Accounting and CPA Ethics Courses

Posted on October 13, 2010

ClientWhys and Financial Education Resources (FER) have joined forces to provide our customers with the top Live Accounting and CPA Ethics Seminar for California-based CPAs, Enrolled Agents and [..]

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.

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 [..]

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