Lockbox Activity Reports

Posted on March 7, 2011

The lockbox allows you to be notified every time a new file is uploaded to your client portal. This notification is sent via e-mail.

Using Google Alerts to Monitor the Web for Interesting New Content

Posted on March 7, 2011

Google Alerts are free e-mail updates of the latest relevant Google results (web, news, etc.) based on your choice of query or topic.

Save Time with our Secure Document Sharing Client Portals

Posted on March 2, 2011

The Lockbox has been getting a ton of usage this tax season. We wanted to list some important tips when utilizing the tool. You can also review the following tutorial videos for more information. [..]

New Lockbox Tool - Disable Auto E-mail Notification

Posted on February 9, 2011

We have added a tool that allows users to disable the auto notification e-mail when a document is added to the lockbox. This is helpful when a new document is being added to the public lockbox [..]

New Tax Accountant Website Feature - Custom Font Selections

Posted on February 9, 2011

For website customers that are using the custom color schemes, we have added the ability to select a variety of font combinations for headlines and articles. These font options will meet anyone’s [..]

ClientWhys Websites - New Image Placement Tools and Borders

Posted on January 25, 2011

We have been adding new features to the Tax Accountant Website Editor over the last month. The first release is the new border and image placement tools to start giving your pages more life. [..]

Add Facebook "Like" to your website

Posted on January 25, 2011

You can now turn the FaceBook "Like" tool on globally or for specific sections of your website or online newsletter.

New Tax Accountant Thank You Cards added to the E-mail Newsletter Section

Posted on January 18, 2011

By adding the Thank You Card eGreetings to our existing library of pre-populated messages, it will make it easy for professionals to quickly acknowledge their clients for their loyalty and client [..]

ClientWhys Tax Accountant Websites Offer Full Coverage of the Tax Cut Agreement

Posted on December 17, 2010

We have added 5 articles covering the extension of the Bush Tax Cuts. We are including these articles in the January edition of the E-mail Client Newsletter.

Tax Accountant and CPA Website Upgrades and New Tools

Posted on December 9, 2010

We have been busy launching new features before tax season is upon us. Our goal in product development is to provide you with web-based tools that will help automate your administration procedures. [..]

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