Small Product Changes with a BIG Impact

With tax season rapidly approaching, we have been working on product improvements that have instant and dramatic effects. Several of those enhancements are addressed in this update.

Say hello to the most effective marketing tools exclusively built for CPAs, Tax Accountants and Enrolled Agents.

Blog article rating –

A best practice with Google is to add ratings to blog articles. The five-star ratings give readers a better visual of how valuable the information is for them and provide higher click-through rates. Look for this new feature in the information center. These ratings will also show up in search results, which will increase your traffic.  

Local web visibility –

Search engine optimization as we know it has changed forever. Mobile applications, maps, and local search directories are becoming the more prevalent ways for people to find you. Social media and reviews are more important than ever. Forty percent of online business listings have incorrect information. All of these elements combined represent the difference in being on page 1 of the search results or further down the list. ClientWhys has launched a turnkey service that manages all of these attributes for you. Read on…

eGreetings for the holidays –

Available to all Connect and Persyst subscribers, ClientWhys eGreetings are a fast and easy way for you to send your most valued asset a company-branded email holiday greeting. Get started now...

2013 tax organizers are live -

The updated editions of the 1040 Tax Organizers have been loaded on to your site. They can be found in the information center. Search for organizer or navigate to Tax Central / tax organizers to download the current editions.

Website Copy Review –

ClientWhys websites are geared toward helping you design your own site. However, sometimes you need a trained copywriter's help with copy and brand positioning specific to your practice. Our new website review package will help you develop a unique selling proposition to make you stand out from the crowd. Call for details about this affordable custom package...

New product pricing scheme -

We may seem to be giving away the farm, but we honestly felt that our pricing scheme was too complicated. You may say that we have followed the In-N-Out Burger approach with a smaller menu and high quality features. We have bundled more features within the product options. Although we have grandfathered existing clients, many of you may find that upgrading to the new pricing scheme saves you money and provides you with more features. If you have questions, give us a call at 1.800.442.2477 x3 to review the pricing that is best for you.

Click here to review Connect, the full platform with website.

Click here to review Persyst, the CRM Platform with newsletter and secure portal.

Check out our blog for the latest marketing tips and webinars -

Five easy ways to improve your accountant website search results before tax season.

Should you respond to negative Yelp reviews?

Using local landing pages to improve your search results.

We have big plans for the product as we work on new features throughout the year. Many of you have provided excellent product enhancement requests that we will continue to roll out in 2014.

We wish you a prosperous 2014. Call or email us if we can help you with anything

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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