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7 Super Useful Tools to Help You Get the Most out of Tax Season

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 invitation to join our closed technical support group and a free download to our Rates at a Glance worksheet.

Take advantage of our free local marketing consultation to see how you can improve your online results. We look forward to hearing from you.

1) A free download of Rates at a Glance tax reference is now available.

Designed for tax preparers, enrolled agents, and CPAs, ClientWhys comprehensive one page summary of tax law rates is now ready for free download.

2) A free invitation to our closed tax technical support community, Tax Talk.

Unlike LinkedIn and other support communities who provide half-answers or poor-quality responses, the ClientWhys Tax Talk forum is where the brightest minds in the tax field support each other year-round. Post your toughest client questions or participate in helping others.

Because of this group, I don’t feel so isolated in my tax practice and have more confidence than in prior years.” – Read More Reviews.

Join Today! You are not alone this tax season.

3) Get your business found online this tax season!

If you haven’t noticed, search engine optimization and local search results have changed tremendously in the last year. The old fashioned SEO experts are out of ideas that work. The key to website visibility is controlling your inbound links and local directory listings. ClientWhys’ local visibility packages have shown to increase your Google page ranking by two positions. So if you find your business lost on the web, give us a call at 1.800.442.2477 x222 or order online. It only takes us a week to improve your brand’s reach. Can you wait until next year


Improve my local search results today!

4) Online calendar scheduling made easy.

We have updated the calendar navigation so that it takes fewer clicks to get to an appointment. What may have taken six clicks can now be accomplished in two.


5) Client Alerts  convert more leads and drive more referrals!

Staying in touch with clients is critical in maintaining a strong relationship. More referrals, fewer turnovers, and higher fees are a direct result of a client feeling valued. Showing off your expertise is part of the formula for success.

Client Alerts allows you to increase the frequency of your email communications every time a new blog article is added to the Information Center. This system includes custom blog articles that you have added on your own. We have tested out the best text format to promote openness and allow you to edit your introduction. The client alert will automatically be released one hour after the blog article has been published. Choose to notify all of your clients or create email lists for more targeted communications.

6) Capture more leads and improve conversion rates.

We heat test all of our websites to scientifically show us where visitors click, what they scroll to, and how they convert to clients. Heatmap testing is the best way to know where your visitors’ eyes go when they land on your website. With this in mind, we have added the ability to move any of our plugins higher up on the page. What we call “above the fold.” This now allows you to prominently highlight appointment request, special offers, Yelp reviews, helpful articles, and much more.

We have enabled this feature on some of our most popular themes and will roll them out onto our platform widely over the next few weeks. View our setup tutorial below or call us for assistance.

7) Taxpayer’s Guide to the Affordable Care Act – Understanding the Health Insurance Mandate.

There has been a lot of coverage in Accounting Today and social media forums on how CPAs and tax professionals will handle the influx of client questions regarding the Affordable Care Act. Regardless of how you feel about the new law, clients are confused and will expect your expertise in navigating these changes. ClientWhys has broken this down in an easy-to-understand 8.5″ x 14″ full color brochure. Order as a PDF download or printed with your firm information. The time-savings and goodwill alone are worth the investment.

Click here to preview the brochure.

Pro advice, ideas, and information to help your practice get going and grow.

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Lee Reams II

I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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