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.

Is your website design stuck in the dark ages?

Posted on August 27, 2013

Most people don’t like change. It is scary, and the unknown sometimes paralyzes people from making wise decisions to help better themselves. I see this often when talking to CPAs and tax [..]

New Portal Features Galore.

Posted on June 10, 2013

We’ve been toiling away on our client portal, and this month, we're proud to announce our new features.

New Features Abound - Introducing the ClientWhys Switch Program

Posted on May 15, 2013

In the coming months, you will see many enhancements designed to help you automate even more of your office and marketing tasks. This month, we are rolling out our new greetings section in the [..]

7 Reasons Why You Must Upgrade Your Accountant Website

Posted on May 13, 2013

If your website is more than 1 year old, it is most likely not built for the mobile web. Responsive website design makes it possible for your website to easily adapt to the device on which it’s [..]

How to Use Thank You Cards to Improve Client Retention

Posted on May 9, 2013

Simple tasks, like sending out thank you cards, can have a profound impact on your client relationships. This is especially true for thanking clients who refer prospects to you. A lack of an [..]

Accountant Website "Before" and "After"

Posted on March 26, 2013

Not many accounting websites go live during the heat of tax season (although we did have two go live today). But, this one is a favorite. We successfully transformed a website that was designed [..]

Updated website site editor tool is now live.

Posted on March 22, 2013

ClientWhys has increased the amount of tools available in the website editor. While we have very nice layouts already loaded within the site editor, this new tool will give you more control of [..]

ClientWhys Websites Product Update - March 2013

Posted on March 19, 2013

We avoid major website upgrades during tax season, but we have made some minor tweaks to help you manage your website better.

Web sites and marketing solutions for Enrolled Agents

Posted on March 6, 2013

ClientWhys offers Enrolled Agents (EAs) specific web site copy and site design. EAs have carved out a niche as leading tax experts. Marketing and communicating benefits to clients and prospects [..]

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