Using Client Surveys to Get Back "Lost" Clients.

Posted on April 27, 2011

It can be an awkward situation for both client and professional when an appointment or even tax year is missed. We have been marketing our “Missed You Last Year” brochure for many [..]

Saying "Thank You" after Tax Time

Posted on April 19, 2011

Tax season is finally over and it is an ideal time to thank clients for their business and referrals. Gone are the days of paper cards and stressing about yet another postage increase. ClientWhys [..]

5 Reasons Why Tax Accountants Should Use Social Media

Posted on April 13, 2011

I work with thousands of tax professionals year-round with various ideas of what the internet means to their firm and future growth. There is quite a bit of noise out there from unscrupulous [..]

Become the Tax and Accounting Expert in your community with Patch.com

Posted on February 28, 2011

Patch.com 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 [..]

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.

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.

5 Tax Season "Must Do" Online Marketing Tips for CPAs and Tax Accountants

Posted on January 25, 2011

Here are some valuable online marketing tips to help you grow your business and retain your clients.

Tax Refund Debit Cards Fill the Void of Refund Anticipation Loans

Posted on December 7, 2010

Last year, ClientWhys partnered with CardFlex, one of the leading debit card providers in the country to offer Tax Professionals an easy vehicle for underbanked and unbanked clients to receive [..]

Show your clients you're a True Expert with Client Newsletters that get read! Designed for CPAs, EAs, Financial Advisors and Tax Professionals.

Posted on November 19, 2010

With multiple tax law changes and economic stress, it is more important than ever that your CPA Marketing efforts include important tax planning strategies to help minimize your clients' tax [..]

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 [..]

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