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 [..]

Is Your Tax Accountant Website for Clients or Prospects? Or Both?

Posted on September 14, 2010

One of the first issues that CPA and Tax Accounting firms need to addresswhen planning their website design and content is to determine their targetedaudience. If the website is primarily [..]

ClientWhys Total Practice - Troy Van Sloten

Posted on September 14, 2010

"You are an amazing professional. I cannot imagine running my small practice without your help." Troy Van Sloten, CPA

Add engaging content to your Tax & Personal Finance Website

Posted on September 12, 2010

ClientWhys offers a turnkey solution for professionals and financial institutions seeking educational tax and financial content for their websites and marketing programs. By licensing ClientWhys [..]

New Lockbox Feature Firefox Browser Users Can Quickly Share Client Documents Online with Drag and Drop Tool

Posted on August 23, 2010

ClientWhys Client Portal Lockbox now allows Firefox Browser users the ability to drag and drop multiple files directly into their client lockbox folders. This easier way of securely sharing files [..]

More Information Related to the Preparer Registration Program Released By the IRS

Posted on August 20, 2010

The PTIN and preparer registration will be an annual event.o The PTIN and preparer registration fee for the first year will be $64.25.o Online registration is expected to start mid-September.o [..]

Debt Indicator for the 2011 Tax Filing Season Removed By the IRS

Posted on August 20, 2010

On August 5, the Internal Revenue Service announced that starting with next year's tax filing season, it will no longer provide tax preparers and associated financial institutions with the [..]

Publishing Coupon Codes to Drive Traffic to Your Tax Accountant Website

Posted on August 16, 2010

We have been testing to see how long it takes for a Coupon Code that is added to Facebook or Twitter to be picked up by the Coupon websites. So far, we have seen good results in as little as [..]

Updated Online Tax CPE Courses - August 16, 2010

Posted on August 16, 2010

We have updated 14 online tax cpe courses for

Updated Tax CPE Courses - August 12, 2010

Posted on August 12, 2010

We have updated the following online tax cpe courses for

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