[Product Update] - Introducing eSign for Tax Professionals.
Posted on June 30, 2014
Sign with confidence.
Accountants convert more website leads to clients in a few easy steps.
Posted on April 22, 2014
According to the Harvard Business Review, businesses that respond to leads within an hour generate 7 times the conversations. Yet only 37% of companies respond to new leads within an hour. In [..]
Why after tax season is the best time for Tax Accountants to upgrade their website.
Posted on April 15, 2014
Mobile computing, geo tracking, and tablet devices have transformed the way consumers and clients seek out information. If your website is not responsive, it is missing more than 75% of Web traffic. [..]
When your practice runs better, your clients know it.
Posted on February 18, 2014
We have added many new features and enhancements based on your suggestions. Many of these changes are slight and you may barely notice. Others provide you more functionality on how you present [..]
7 Super Useful Tools to Help You Get the Most out of Tax Season.
Posted on January 9, 2014
Tax season is upon us, but it is not too late to optimize your local search results, get clients prepared for the Affordable Care Act, or even to upgrade your website. This update includes an [..]
Tax Accountants Save Postage while connecting with clients using Holiday Greeting eCards.
Posted on December 5, 2013
Available to all ClientWhys Connect and Persyst subscribers, ClientWhys eGreeting make it fast and easy for Tax Accountants and CPAs to send their most valued assets a company branded email Holiday [..]
Engage clients and prospects by adding video blogging to your home page
Posted on October 3, 2013
Built into ClientWhys websites for accountants product line, is access to our video blog series. The first five videos covering the Affordable Care Act are live and can we added your your home [..]
Here are some helpful tips and things we have been working on.
Posted on September 16, 2013
The following are some helpful tips, updates and tutorials to get the most out your ClientWhys suite of client retention applications.