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 [..]

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 [..]

Sign Up for our Free Technical Support Forum, Product News and Best Practices

Posted on August 4, 2010

Welcome to the ClientWhys community, a rich, multimedia resource for you to learn about the latest tax law changes, innovative ideas and best practices on customer strategy.

2 Simple Ways to Automate Your Newsletter and Social Media Sites

Posted on August 3, 2010

A busy CPA or Tax Accountant does not have the time to write, edit and distribute client communications to their client base. Most firms that try to start a newsletter program usually loses steam [..]

CPA Marketing Domain for Sale -

Posted on July 21, 2010

Anyone interested in this domain? Give me a call at 1.800-442-2477 x222 or via e-mail -

The Importance of Client Satisfaction Surveys for Tax Accountants

Posted on May 19, 2010

With tax season over, it is the perfect time to send out a client survey. While the main goal is to pinpoint any areas that you may need to improve, you might also find out some important red [..]

Tax Accountant Marketing - Publishing your blog posts to your Facebook fan page

Posted on April 29, 2010

I hear this constantly, where CPAs and tax accountants are overwhelmed by the thought of using Twitter or Facebook to expand their marketing communications. The trouble with that logic is that [..]

Tax Accountant Marketing - Maximize Client Retention with Newsletters

Posted on April 28, 2010

Connecting with clients is crucial to maintaining your relationships. Your client newsletters act as an off-season presence, generating goodwill, off-season consultations and referrals. Our newsletters [..]

2010 ClientWhys Tax Accountant Marketing Catalog has been released!

Posted on April 27, 2010

The new catalog is in the mail and will start arriving this week. If you want to review the catalog now, click here to download the PDF version.We have added several new products to our suite, [..]

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