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.
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 [..]
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 [..]