https://www.clientwhys.com/blog.iml Read the latest articles from Clientwhys! en-us blog/does-my-small-practice-need-a-blog/ blog/does-my-small-practice-need-a-blog/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/GettyImages_954208540.jpg Often times, many accounting and tax pros question whether or not it is important to have a blog as part of their marketing strategy. Mon, 21 May 2018 01:21:00 GMT blog/generate-more-referrals-with-social-media-part-2/ blog/generate-more-referrals-with-social-media-part-2/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/p2.jpg In my previous post on how to generate more referrals with social media, I discussed the recent privacy changes with social media, which networks to focus on and briefly touched on how to have a plan and strategy in place. Tue, 15 May 2018 00:00:00 GMT blog/generate-more-referrals-with-social-media-part-1/ blog/generate-more-referrals-with-social-media-part-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/social_02.jpg In this post and part 2, we will discuss practical & easy ways to optimize your social media channels, the basics of what you need and don’t need and some tips and tricks to get in front of more prospective clients to grow your business… Fri, 27 Apr 2018 00:00:00 GMT blog/how-to-respond-to-negative-online-reviews/ blog/how-to-respond-to-negative-online-reviews/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/negative_review.jpg This article is an updated excerpt from Brad Cooper’s LinkedIn post, “What happens in Yelp, stays in… Google?” Fri, 30 Mar 2018 00:00:00 GMT blog/looking-to-grow-your-home-based-accounting-or-tax-practice/ blog/looking-to-grow-your-home-based-accounting-or-tax-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/GettyImages_611775454.jpg Nowadays, many small business owners in the tax and accounting profession have the option to grow their businesses from the comfort of their homes. With cloud-based accounting software and communications tools like Skype, technology now makes it easier than ever to work from home. In fact, we work with many accountants and tax pros who have very successful home-based practices. Mon, 19 Mar 2018 00:00:00 GMT blog/how-to-choose-a-good-tax-and-accounting-domain-name/ blog/how-to-choose-a-good-tax-and-accounting-domain-name/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/domain.jpg How important is having a good domain name for your practice website? Well, it is often the first thing prospective clients and clients see, hear, say and type. Your domain is part of your overall brand. Mon, 12 Mar 2018 00:00:00 GMT blog/is-your-headshot-photo-helping-or-hurting-your-practice/ blog/is-your-headshot-photo-helping-or-hurting-your-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/collage.jpg Study: TaxBuzz accountants and tax professionals with good headshot photos get 3.1x more profile views, 7x more five-star reviews and 3.7x more inbound leads.  Thu, 22 Feb 2018 11:56:00 GMT blog/top-15-facebook-groups-for-accounting-and-tax-professionals/ blog/top-15-facebook-groups-for-accounting-and-tax-professionals/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/facebook_02.jpg Facebook is important for accounting and tax professionals in many ways. It acts as a platform for customers to interact with the business, build a loyal community base, create more SEO opportunities and the ability to share engaging content with followers. Mon, 05 Feb 2018 00:00:00 GMT blog/beware-of-search-engine-optimization-seo-scammers/ blog/beware-of-search-engine-optimization-seo-scammers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SEO_640_426.jpg If you are like me, you are getting inundated with crazy promises from so-called search engine optimization (SEO) experts. This flood is fueled by globalization, the ineffectiveness of old-school search-ranking techniques, and borderline fraudulent sales practices. These scammers make claims such as “I guarantee that your site will be on page 1 of Google’s search results” and will even offer to point out all that is wrong with your site. I get these claims and offers daily. Many come from senders who don’t even have a business domain name set up—just an anonymous Gmail address.  The problem with this type of sales technique is that it is typically based on flawed or even misleading facts. The latest fad is to send WC3 compliance reports that show warnings or errors. The WC3 is a consortium that helps set web standards, which ideally helps keep the quality of the pages higher. So-called SEO experts use the WC3’s reports to scare prospects into thinking there is something wrong with their websites. Recently, a consultant sent such a report to one of our website clients. The client believed what they had been told and became alarmed—rightfully so, you might say. After doing a little digging, the consultant ran a report on our client’s website, resulting in 7 warnings and errors. However, an IT specialist would say that such a report is almost perfect (also note that we subsequently made some adjustments to our code, leading to a perfect score). We ran the SEO consultant’s own website through the WC3 validator and came up with 291 errors and warnings. That is how desperate these scammers have become. The WC3 reports are important because, although Google’s own Matt Cutts stated that they are not a ranking factor, they are indicators of user experience and page loading speed. If a web page was not built correctly, the resulting errors can affect users. SEO expert Barry Adams added on his Polemic Digital blog, “It’s very unlikely your website’s code complies with all of the W3C’s standards. I say ‘errors’ because often they’re not really errors. The W3C standards are extremely strict, with no room for interpretation. So every little niggle in your code, every small deviation from the W3C’s strict standards, will generate an error in this validation tool.” Adams continued, “there is also the misconception that search engine crawlers require a website’s code to be 100% W3C compliant, or else they will rank your site lower in the SERPs. A lot of SEO agencies recommend you make every webpage on your site fully W3C compliant.” If you want to check out your own website’s score, visit https://validator.w3.org/. Based on reports that we ran on January 15, 2018, YouTube.com had 404 warnings and errors; CNN.com had 45; and ESPN.com had a whopping 609. Does anyone think that these websites are not among the most trafficked and most highly ranked in the world? Many factors come into play to determine how well your website and brand perform in the mobile world. Gone are the days when you could game the system. You need to earn your spot in the search rankings by receiving five-star reviews, garnering social influence, posting quality content and obtaining inbound links. When others see you as an authority in your field, you are more likely to be recognized as a leader, and as a result, you will receive higher rankings online. I am definitely not advocating that bad code is ok. Every day, we see someone who took the DIY approach, leading to a poorly coded website that tanks in the rankings. Spend your time thinking about the user experience. Are you helping to solve a problem? Do you have a clear call to action? Does your website load nicely on all screen sizes? Don’t fall for the scammers’ clever marketing emails! There is a reason that many of them do not have their own websites. They are rip-off artists and are not fundamentally different from identity thieves. If you want input on your own website, feel free to leave your domain name in the Disqus comments below so that we can take a look. Thu, 18 Jan 2018 00:00:00 GMT blog/clientwhys-announces-the-taxbuzz-top-100-tax-professionals-of-2017/ blog/clientwhys-announces-the-taxbuzz-top-100-tax-professionals-of-2017/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/TaxBuzz_Top100_2017_Badge_400pxW.jpg With big changes to federal, state and local tax laws, many taxpayers will seek help from experienced pros Wed, 10 Jan 2018 00:00:00 GMT blog/should-you-offer-basic-accounting-and-tax-services-part-2-of-2/ blog/should-you-offer-basic-accounting-and-tax-services-part-2-of-2/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/accounting_service.jpg In my previous post on pricing and basic accounting services, I reviewed the current trends in pricing, some of the knee-jerk reactions accountants make and the upsides and downsides of offering basic accounting services. Tue, 19 Dec 2017 00:00:00 GMT blog/should-you-offer-basic-accounting-and-tax-services-part-1-of-2/ blog/should-you-offer-basic-accounting-and-tax-services-part-1-of-2/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/topimage_02.jpg In this post and part 2 , I review some of the key trends, issues, risks and opportunities surrounding the pricing of accounting services and the pros and cons of offering basic accounting & tax services… Fri, 15 Dec 2017 00:00:00 GMT blog/top-25-tax-and-accounting-blogs-2017/ blog/top-25-tax-and-accounting-blogs-2017/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/top25_2.jpg With all the tax and accounting changes and updates, it is important to know where to find correct and relevant information. Blogs are a great source to tap into. They offer insights and updates from industry experts as well as provide educational resources for the tax and accounting industry. Wed, 29 Nov 2017 00:00:00 GMT blog/top-25-tax-and-accounting-twitter-accounts-to-follow/ blog/top-25-tax-and-accounting-twitter-accounts-to-follow/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Capture.JPG Twitter can be one of the quickest and most efficient ways to stay informed on tax and accounting news and updates. You can be a bystander and simply keep yourself updated on information, engage and join the conversation, or share your opinion and ask questions. No matter how you choose to operate on Twitter, following a solid set of experts and influencers can be helpful during times of change. Fri, 10 Nov 2017 00:00:00 GMT blog/5-ways-to-increase-social-media-engagement/ blog/5-ways-to-increase-social-media-engagement/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/5_ways_to_increase_SM.jpg Do you know how many business owners use social media? According to Statista, 79% of small business owners in the United States use social media to connect with customers.  It’s evident that social media is a huge part of every marketing strategy. However, along with growing your audience on social media (see below), another obstacle most accountants face on social media is getting engagement with your audience. Once you have built a large following, how can you increase your social media efforts in a cost effective and timely manner to get the most out of social media for your practice? Fri, 03 Nov 2017 00:00:00 GMT blog/best-linkedin-groups-for-accountants-and-tax-professionals/ blog/best-linkedin-groups-for-accountants-and-tax-professionals/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/LinkedIn_02.jpg Did you know that LinkedIn is the #1 social media site for professionals? Thu, 26 Oct 2017 00:00:00 GMT blog/bad-review-how-to-turn-it-into-a-good-thing/ blog/bad-review-how-to-turn-it-into-a-good-thing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Stopping_Bad_Reviews_Before_They_Hit_The_Web_2_01.jpg Not all business owners put in the same effort into building a positive online reputation. Some believe that it’ll affect the growth of their business, while others don’t see the point in collecting reviews. But let’s face it. No business owner loves getting that dreaded 1-star review. Fri, 22 Sep 2017 00:00:00 GMT blog/avoiding-the-not-secure-warning-on-your-tax-and-accounting-website/ blog/avoiding-the-not-secure-warning-on-your-tax-and-accounting-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SSL_not_secure_640_1.jpg As you may start or have already noticed, Chrome, Firefox and other major browsers are starting to flag websites that are not using SSL certificates and HTTPS as "Not Secure". They are doing this to help protect web visitors from having their identity or private information intercepted. Google also rewards HTTPS secure websites with better search engine results. The other indirect benefit we have already experienced is that HTTPS websites get more form submissions. We had a huge 125% bump in leads on TaxBuzz when we upgraded to HTTPS. Thu, 21 Sep 2017 00:00:00 GMT blog/cybersecurity-is-your-tax-and-accounting-practice-secure/ blog/cybersecurity-is-your-tax-and-accounting-practice-secure/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cyber_security_640_426.jpg Few professions have felt the brunt of identity theft like the tax and accounting profession. This profession is in the crosshairs; clients may have their identities stolen and have to deal with fraudulent tax returns, and financial professionals may get hit with spoofing emails. It is important to understand that many of these issues are not truly hacks but rather careless uses of passwords and/or poor office policies. Tue, 12 Sep 2017 00:00:00 GMT blog/how-to-launch-a-tax-and-accounting-brand-in-11-easy-steps/ blog/how-to-launch-a-tax-and-accounting-brand-in-11-easy-steps/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/11steps_cover_image.jpg Starting a new tax and accounting practice is an exciting endeavor. Whether you are spinning off from another firm, purchasing a practice or starting from scratch, there is a great deal of excitement during the launch. Getting to your “why” can be a complex discussion. You have many questions to answer before your launch.  Mon, 07 Aug 2017 00:00:00 GMT blog/tax-and-accounting-client-onboarding-the-best-tips-and-what-you-need-to-know/ blog/tax-and-accounting-client-onboarding-the-best-tips-and-what-you-need-to-know/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/meeting_image.jpg As a CPA, EA or other tax accounting professional, one of the most important things for you to understand is that marketing is not the end of the story ― in many ways, it is only the beginning. You could run an incredibly successful marketing campaign, generating hundreds upon hundreds of referrals, but if you don’t take the time to onboard them properly, it will ultimately be for nothing. Though it may come as a surprise, we’ve actually found that many CPAs, EAs and other tax professionals do NOT have an established onboard process to speak of. The majority of their new clients come from referrals (as is often the case), be it from word-of-mouth or from online reviews. But simply generating a new lead doesn’t equal success. How you begin to establish those mission-critical client relationships is almost more important than the leads themselves in many ways. Mon, 12 Jun 2017 00:00:00 GMT blog/accountant-marketing-webinar-recording-how-to-build-a-five-star-practice/ blog/accountant-marketing-webinar-recording-how-to-build-a-five-star-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/accountant_marketing_webinar.jpg Your relationships are built on trust. For the best outcomes, your clients need to share intimate details about their life. Everything from their health, marriage status, to financial troubles are intimate issues that need to be communicated to do your job. Fri, 26 May 2017 10:01:00 GMT blog/10-simple-tips-to-improve-your-cpa-or-accountant-website-bio-page/ blog/10-simple-tips-to-improve-your-cpa-or-accountant-website-bio-page/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/tips_to_write_great_bio.jpg We use heat mapping to track where visitors go when visiting our tax and accounting professionals’ websites. Other than Track My Refund, the bio page is the most clicked on secondary page after the home page. There is no set standard of what should be included on your bio page, but we have found that our most successful CPAs, EAs and tax professionals include some or all of the following: Fri, 26 May 2017 00:00:00 GMT blog/reviews-communicate-to-consumers-you-are-trustworthy/ blog/reviews-communicate-to-consumers-you-are-trustworthy/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/compass_accountant_advice.jpg Building a five-star tax & accounting practice with reviews allows you to leverage your knowledge and intellectual property. Consumer behavior has changed, and you must change with it. You need to develop subtle value tools such as your reviews, website, online brand visibility, and onboard process. Fri, 19 May 2017 00:00:00 GMT blog/drive-more-referrals-from-your-biggest-fans/ blog/drive-more-referrals-from-your-biggest-fans/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CWblog_051617.jpg What if your clients started sending the referrals to you, automatically? Tue, 16 May 2017 00:00:00 GMT blog/2017-tax-season-recap/ blog/2017-tax-season-recap/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/applause_taxbuzz_top50_01.jpg Congratulations! You survived another tax season! At this time of year, we like to reflect on our services, what we can do better, and where we are going. Thu, 27 Apr 2017 00:00:00 GMT blog/new-research-reviews-increase-search-result-click-through-rates-by-28/ blog/new-research-reviews-increase-search-result-click-through-rates-by-28/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/2_five_star_reviews_compressor.jpg Building trust with your audience is the most important job for any busy tax or accounting professional. This process starts when a consumer or small-business owner is first introduced to your brand. Whether they were referred to you or found you in a search, they most likely will Google your name. New research from BrightLocal indicates that local listings with reviews get a greater share of clicks from potential clients. This means that you will get more or fewer clients based on the strength of your review profile. Thu, 27 Apr 2017 00:00:00 GMT blog/5-tips-for-converting-leads-into-clients/ blog/5-tips-for-converting-leads-into-clients/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Customeer_640wide_01.jpg For successful tax, accounting and financial services professionals, the ability to turn prospective client inquiries into long-term client relationships is a critical skill. Even if most of your business comes from referrals, your ability to effectively manage those inbound referrals could mean the difference between success and failure for your business in the long run.  Tue, 07 Mar 2017 00:00:00 GMT blog/obamacare-penalty-for-not-being-insured-in-disarray/ blog/obamacare-penalty-for-not-being-insured-in-disarray/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/obamacare.jpg Background: The individual shared responsibility provision requires you and each member of your family to do at least one of the following: Fri, 17 Feb 2017 10:38:00 GMT blog/the-ftb-just-notified-california-tax-professionals-of-a-new-email-phishing-scam-targeting-tax-pros/ blog/the-ftb-just-notified-california-tax-professionals-of-a-new-email-phishing-scam-targeting-tax-pros/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cwblog_020117.jpg The scheme targets CPAs, EAs and tax preparers who use Electronic Return Originator (ERO). The scammers say they work with FastSupport.com or OnlyForSupport.com. They will contact tax professionals after they have determined which ERO the professional is using to transmit tax returns. The scammer will call the tax practitioner and ask the ERO to reinstall their software to fix issues. They will connect the professional to their website and get a passcode for them, which gives the scammer control of the professionals computer. They basically take over the professionals account.  Wed, 01 Feb 2017 18:26:00 GMT blog/free-tax-season-perk-its-tax-time-client-marketing-video/ blog/free-tax-season-perk-its-tax-time-client-marketing-video/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Video_Marketing_640.jpg Wow, it’s finally here, the first day of tax season. How the delays on tax refunds will affect your schedule, only time will tell. So far search volume is down across the board for January, both for terms like “TurboTax”and “HR Block”, plus for search terms like “tax preparer”and “tax professional”. Our guess is that tax season will start slower but be full on come mid-February. Our traffic to TaxBuzz.com is up 46% so far in 2017. So perhaps our professionals are getting more traffic than their competitors. Mon, 23 Jan 2017 00:00:00 GMT blog/clientwhys-taxbuzzcom-releases-its-top-50-best-reviewed-tax-and-accounting-professionals-of-2016/ blog/clientwhys-taxbuzzcom-releases-its-top-50-best-reviewed-tax-and-accounting-professionals-of-2016/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxbuzz_top50_640.jpg When finding tax and accounting help, it can be hard to determine who is a superstar and who is nonresponsive. The TaxBuzz Top 50 recognizes the best-reviewed and highest-rated CPAs, EAs and tax professionals of 2016. Tue, 17 Jan 2017 00:00:00 GMT blog/are-you-in-the-running-for-the-taxbuzz-top-50/ blog/are-you-in-the-running-for-the-taxbuzz-top-50/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/applause_taxbuzz_top50.jpg Last year, one of our most popular blog articles was the 2015 edition of the TaxBuzz Top 50, which highlighted the 50 CPAs, EAs and tax professionals who received the best client reviews in 2015. Thousands of visitors read the TaxBuzz Top 50 article, and it received press coverage in multiple online magazines. Thu, 01 Dec 2016 00:00:00 GMT blog/tis-the-season-how-giving-back-now-can-help-your-business-come-tax-season/ blog/tis-the-season-how-giving-back-now-can-help-your-business-come-tax-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blog_111816_1.jpg The holiday season has finally arrived, providing a wonderful opportunity to spend time with family and loved ones. But what about those who aren't as fortunate? There has never been a better time to volunteer and give back to the community, serving those who are less fortunate. And as a CPA or tax accountant, volunteering during this season of giving could also benefit you during the upcoming tax season by boosting your reputation within the community. Fri, 18 Nov 2016 00:00:00 GMT blog/seo-101-make-your-tax-and-accounting-practice-findable-online/ blog/seo-101-make-your-tax-and-accounting-practice-findable-online/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/search.jpg Ask 100 search engine optimization (SEO) experts about the #1 element in your brand ranking, and 99 out 100 will answer “inbound links.” Why is this?  Tue, 08 Nov 2016 00:00:00 GMT blog/accountant-marketing-webinar-the-top-10-marketing-questions/ blog/accountant-marketing-webinar-the-top-10-marketing-questions/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blog_102516.jpg Changes in the way CPAs, EAs and tax professionals attract new clients has changed dramatically in the last few years. The web has made everything transparent, so what people say about you online matters. In this webinar Brad Cooper and Lee Reams II provide answers to the most common questions facing tax and accounting professionals.  Tue, 25 Oct 2016 00:00:00 GMT blog/accountant-marketing-you-always-need-to-be-thinking-about-growth/ blog/accountant-marketing-you-always-need-to-be-thinking-about-growth/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blog1_101316.jpg A common comment I hear from CPAs, EAs and tax accounting professionals is that they are not taking on any “new” clients. I always pause before I respond, since I know that taking on no new clients means the firm is actually dying a slow death. Thu, 13 Oct 2016 00:00:00 GMT blog/it-takes-a-lot-more-than-a-website-to-be-found-online/ blog/it-takes-a-lot-more-than-a-website-to-be-found-online/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/100616_Google.jpg These days, there are so many armchair online marketing experts out there that it can be difficult to separate fact from fiction. This is especially true in the world of CPAs, EAs and tax accounting professionals, as they tend to have “free advice” from experts and clients alike. Thu, 06 Oct 2016 00:00:00 GMT blog/several-ways-tax-accounting-pros-are-using-social-media-to-showcase-their-expertise/ blog/several-ways-tax-accounting-pros-are-using-social-media-to-showcase-their-expertise/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Blog_100516.jpg The hardest part of social media marketing is coming up with ideas to post. With ClientWhys, we make social media easy by creating the content and posts that will get you noticed. People want to do business with people they like, know and trust. Social media is a way for a prospect to get to know you before they ever set foot in your office.  Wed, 05 Oct 2016 00:00:00 GMT blog/ingenious-scam-targets-taxpayers/ blog/ingenious-scam-targets-taxpayers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Blog_091916.jpg Crooks have tried all sorts of e-mail scams, but almost everyone has figured out that the IRS does not send out notices by e-mail. So crooks have changed their tactics. Now, there are reports of taxpayers receiving by mail (and email) fake notices requiring immediate payment to a P.O. Box. The P.O. Boxes are located in cities where the IRS has service centers, but of course are not IRS P.O. Box addresses.  Mon, 19 Sep 2016 00:00:00 GMT blog/taxbuzz-reviews-are-more-important-than-ever-as-they-now-show-on-google-my-business/ blog/taxbuzz-reviews-are-more-important-than-ever-as-they-now-show-on-google-my-business/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blog_091316.jpg Online reviews have changed the ways that taxpayers and small business owners choose whom to work with. A CPA, EA or tax accounting practice that has built a superb five-star rating will convert more visitors into clients and place more highly in search results. Tue, 13 Sep 2016 00:00:00 GMT blog/free-recorded-webinar-how-to-grow-your-practice-online/ blog/free-recorded-webinar-how-to-grow-your-practice-online/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/2016_08_25_1149.jpg Exclusive for CPAs, EAs and tax accounting professionals. Join this FREE recorded session to learn how to: Thu, 25 Aug 2016 00:00:00 GMT blog/before-and-after-a-cpa-firm-website-makeover/ blog/before-and-after-a-cpa-firm-website-makeover/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/vanderspek_after.jpg In today’s transparent, digitally driven world, it is more important than ever to showcase your accounting firm online. The biggest challenge for small CPA and tax firms is simply having the time and energy to start the process. Tue, 23 Aug 2016 00:00:00 GMT blog/6-ways-for-an-accounting-professional-to-protect-their-computer-network/ blog/6-ways-for-an-accounting-professional-to-protect-their-computer-network/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/securityprotected.jpg As an accounting professional, it is your responsibility to make sure that every client's data remains confidential and secure. Unfortunately, because of the sensitive data they collect and manage, CPAs and tax accountants are desirable targets for scammers and hackers. To protect yourself and your clients, you need to do everything you can to keep your network secure. Mon, 22 Aug 2016 00:00:00 GMT blog/free-on-demand-cpe-webinar-how-to-get-social-media-referrals/ blog/free-on-demand-cpe-webinar-how-to-get-social-media-referrals/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/social_blog_01.jpg Want to learn the secrets to getting more business from social media? Thu, 28 Jul 2016 00:00:00 GMT blog/tips-to-deal-with-the-dreaded-1-star-review/ blog/tips-to-deal-with-the-dreaded-1-star-review/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/5starreview_01.jpg ClientWhys SVP Brad Cooper recently published a trending blog article on LinkedIn Pulse called, "What Happens in Yelp, Stays in... Google?”  Wed, 06 Jul 2016 12:42:00 GMT blog/free-recorded-webinar-how-to-build-a-five-star-practice/ blog/free-recorded-webinar-how-to-build-a-five-star-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/fivestar.jpg Exclusive for CPAs, EAs and tax accounting professionals. Join this FREE recorded session to learn how to: Tue, 05 Jul 2016 00:00:00 GMT blog/how-life-events-make-tax-accountant-marketing-a-year-round-business/ blog/how-life-events-make-tax-accountant-marketing-a-year-round-business/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/man_052516.jpg According to a 2015 Google consumer survey, 12% of tax filers switched their method of filing in the past year. Of them, 37% chose a tax preparer versus 47% who opted to do their own returns (DIY). What is more telling is that 23% of respondents moved to a tax preparer because of a recommendation, and 19% moved because of a life event.  Those who were driven to the DIY method were motivated by a bad experience or the obvious price difference. Wed, 25 May 2016 00:00:00 GMT blog/clientwhys-launches-the-next-generation-in-design-for-accountants-websites/ blog/clientwhys-launches-the-next-generation-in-design-for-accountants-websites/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/standout.jpg Because a website’s user experience is becoming more critical to an accountant’s brand, many tax accounting professionals are starting to get better results by adding movement or animation to their websites. This can help your website stand out and help you communicate your unique selling proposition more effectively. Mon, 23 May 2016 00:00:00 GMT blog/introducing-the-social-accountant-by-clientwhys/ blog/introducing-the-social-accountant-by-clientwhys/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/happyface.jpg Your clients are on social media and social apps all the time. The issue for CPAs, EAs and tax accountants has always been, how do you reach them? We know you are busy and don’t feel comfortable developing you own social media campaigns. Fri, 20 May 2016 00:00:00 GMT blog/referral-marketing-101-your-online-reputation-matters/ blog/referral-marketing-101-your-online-reputation-matters/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/like_main_image.jpg We work with thousands of CPAs, EAs and tax accountants across the country. The one constant we hear is how their businesses are primarily built by referrals and word of mouth. What many have not realized yet is how this pipeline has shifted online. Mon, 09 May 2016 00:00:00 GMT blog/accountants-marketing-build-your-email-newsletter-list-with-our-new-on-exit-opt-in-form/ blog/accountants-marketing-build-your-email-newsletter-list-with-our-new-on-exit-opt-in-form/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/wheat.jpg Your email client newsletter is one of the most effective (and automated) ways to showcase your expertise and build strong relationships with your audience. With our new on entry or on exit newsletter sign up forms, you will be able to capture new leads that may have visited your website and left forever.  Wed, 04 May 2016 00:00:00 GMT blog/big-changes-have-arrived-in-google-local-search-rankings/ blog/big-changes-have-arrived-in-google-local-search-rankings/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/google_search.jpg As Google continues to optimize for increased mobile usage, we have found many changes that can affect your overall search results. For instance, Google has removed the right-side ads in its search results and has pushed organic listings down the page. Google has also been putting more emphasis on Google My Business (GMB) listings, and it has confirmed some ways to improve local rankings in recent posts. It takes much more than a website to stand out in a search. Fri, 15 Apr 2016 00:00:00 GMT blog/end-of-tax-season-time-for-some-off-season-spring-cleaning/ blog/end-of-tax-season-time-for-some-off-season-spring-cleaning/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/springcleaning_550.jpg Congrats, you made it. We have heard reports ranging from an outstanding tax season to a frustrating one to somewhere in between, depending on your client base. One thing that the end of tax season enables you to do is breathe and start making some decisions that will help you benefit throughout the year and into next season.  Thu, 14 Apr 2016 00:00:00 GMT blog/introducing-taxbuzz-matchme-prospecting-made-easy-for-tax-accounting-pros/ blog/introducing-taxbuzz-matchme-prospecting-made-easy-for-tax-accounting-pros/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/matchme_top_image_magnet.jpg In the last few weeks we started beta testing our new TaxBuzz MatchMe lead generation application. MatchMe rewards our highest-rated professionals with hot leads for tax, accounting and IRS tax resolution services. The leads’ contact information and service requests are sent via email and text and loaded into the ClientWhys marketing dashboard. Thu, 14 Apr 2016 00:00:00 GMT blog/create-great-content-to-build-your-brand-authority-online/ blog/create-great-content-to-build-your-brand-authority-online/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/lights.jpg Building your brand visibility online is crucial for developing new business. A tax and accounting practice can use content marketing to showcase and spotlight its areas of expertise. By sharing your smarts and expertise, you can quickly build up a following online and start dominating the search results, attracting prospective clients who are looking for answers to their problems. Wed, 02 Mar 2016 00:00:00 GMT blog/marketing-for-accountants-its-referral-season/ blog/marketing-for-accountants-its-referral-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/magnet.jpg It is now or never time if you want to build up a powerful referral stream for your tax and accounting practice. Mon, 29 Feb 2016 00:00:00 GMT blog/how-safe-are-your-private-files-from-the-irs-ptin-scam-email/ blog/how-safe-are-your-private-files-from-the-irs-ptin-scam-email/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/security_03.jpg If you haven’t received a fake IRS PTIN email yet, chances are that you will soon. These phishing emails look like they are from the IRS, and they can include links to update your IRS personal information or even malware attachments. These emails are designed to provide phishers with access to your computer or your client files. We have already heard reports of tax accounting professionals’ email accounts being compromised.  Thu, 21 Jan 2016 00:00:00 GMT blog/increase-your-referrals-this-tax-season-free-email-display-templates/ blog/increase-your-referrals-this-tax-season-free-email-display-templates/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/refer.jpg Generating more referrals should be your primary mission each tax season. Some are uneasy with the process, but integrating a strategy and sound processes can drive a steady stream of qualified new clients. According to the American Marketing Association, word-of-mouth recommendations are about 2.5 times more effective at acquiring new clients than other types of advertising. Thu, 14 Jan 2016 00:00:00 GMT blog/get-found-online-taxbuzzcom-success-stories/ blog/get-found-online-taxbuzzcom-success-stories/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxbuzz_fact.jpg Fact: Most CPAs, EAs and tax accountants lose money when they advertise online. Fri, 08 Jan 2016 00:00:00 GMT blog/use-1099-misc-filing-issues-to-help-grow-your-tax-accounting-practice/ blog/use-1099-misc-filing-issues-to-help-grow-your-tax-accounting-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/irsbuldg.jpg With the advent of higher penalty rates for failure to file the required information returns (e.g., 1099s) it may be appropriate for tax professionals to become pro-active in prompting their business clients to file 1099-MISC information returns. Thu, 07 Jan 2016 00:00:00 GMT blog/8-fantastic-ways-to-attract-prospects-using-your-taxbuzz-profile/ blog/8-fantastic-ways-to-attract-prospects-using-your-taxbuzz-profile/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxbuzz_blog.jpg TaxBuzz is one of the biggest tax and accounting marketplace sites in the US – if not the biggest. It also happens to be pretty influential, at least when it comes to attracting – or driving away – potential clients. TaxBuzz attracts hundreds of thousands of taxpayers and business owners who are searching to learn more about existing members, or to find the best match in hiring someone new. TaxBuzz has become a trusted online source through the use of background screenings of TaxBuzz professionals and verified client reviews. Thu, 31 Dec 2015 00:00:00 GMT blog/tax-season-marketing-101-motivating-factors-of-first-time-filers-and-switchers/ blog/tax-season-marketing-101-motivating-factors-of-first-time-filers-and-switchers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/marketingstrategy.jpg Each New Year millions of Americans put together their list of annual resolutions. For tax professionals, their resolution starts with understanding what motivates consumers in choosing whom to work with for tax and personal finance needs. Wed, 30 Dec 2015 00:00:00 GMT blog/how-can-i-get-my-tax-accounting-practice-ranked-higher-in-google-search-results/ blog/how-can-i-get-my-tax-accounting-practice-ranked-higher-in-google-search-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/bullseye2.jpg This is a question we hear almost every day from new prospects. Modern-day search engine optimization can be both confusing and overwhelming. One of the main variables in the ranking of your tax accounting practice is the amount of citations your business has scattered across the web. According to Moz’s Local Search Ranking Factors, citations make up to 25% of the top twenty factors. Wed, 16 Dec 2015 00:00:00 GMT blog/the-importance-of-google-my-business-in-marketing-your-accounting-practice/ blog/the-importance-of-google-my-business-in-marketing-your-accounting-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/seo_121015.jpg Over the summer, Google started rolling out some major changes to its Google My Business (GMB) product line and to Google+. Basically, Google has broken the two into separate tools. In the search engine optimization world, having a verified and updated GMB profile is of critical importance for showing up in local search results. With these changes, not working on your Google My Business listing can significantly hurt your company in the search results. Thu, 10 Dec 2015 00:00:00 GMT blog/marketing-101-clientwhys-on-demand-webcast-know-like-trust/ blog/marketing-101-clientwhys-on-demand-webcast-know-like-trust/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/trust_01.jpg The internet has fundamentally changed the competitive landscape for tax accounting firms. Understanding these changes and new marketing opportunities will help CPAs and tax professionals better compete in the modern age. It all starts with being known.  Fri, 04 Dec 2015 00:00:00 GMT blog/why-accountants-should-use-twitter-to-promote-their-practice/ blog/why-accountants-should-use-twitter-to-promote-their-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/hashtag.jpg You may have noticed this more often...how Google is displaying Twitter posts on the first page of the search results. What this means for savvy tax pros, is a new social marketing opportunity to get their brand in front of new prospects.  Fri, 04 Dec 2015 00:00:00 GMT blog/6-ways-radical-cpas-and-accountants-are-embracing-digital-marketing/ blog/6-ways-radical-cpas-and-accountants-are-embracing-digital-marketing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/digitalmarketing.jpg We understand that the radical accountant of today is more CFO than number cruncher and more tax planner than tax preparer. Those are the types of professionals we attract and help to market. If you are looking to grow your practice, command higher fees and convert more referrals to clients, you need to start utilizing the power of the web to build your brand. Wed, 02 Dec 2015 00:00:00 GMT blog/marketing-for-accountants-101-branded-versus-non-branded-search/ blog/marketing-for-accountants-101-branded-versus-non-branded-search/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/reputation_02.jpg Understanding the difference between branded and non branded search results can give you a better understanding on things you need to work on in promoting your tax accounting practice online.  Wed, 25 Nov 2015 00:00:00 GMT blog/4-ways-marketplace-and-niche-directory-sites-taken-over-the-google-search-results/ blog/4-ways-marketplace-and-niche-directory-sites-taken-over-the-google-search-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SEO_01.jpg If you follow digital marketing and SEO trends at all, then you know that gearing your website and content toward local searchers is an excellent way to put your business in front of the best customers, local taxpayers and small business owners. However, because of this, in recent months SERPs (search engine results pages) have changed. Google, Bing and other search providers know that local information is important, so the SERP pages are designed to show searchers the best local results. Because of this, you may have noticed that marketplace and directory pages are taking over the SERPs. Thu, 12 Nov 2015 00:00:00 GMT blog/why-google-is-so-important-to-the-success-of-your-tax-accounting-business/ blog/why-google-is-so-important-to-the-success-of-your-tax-accounting-business/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/google_display_01.jpg It is official — mobile search has outpaced desktop search. Mon, 09 Nov 2015 11:28:00 GMT blog/why-reviews-are-so-important-to-the-success-of-your-tax-accounting-business/ blog/why-reviews-are-so-important-to-the-success-of-your-tax-accounting-business/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/5starreviews.jpg People used to the traditional marketing environment can sometimes be a little unnerved by the reams of information shared online. Reviews on sites like niche sites like TaxBuzz and generalized sites like Facebook and Google are a way that consumers communicate with one another about the services they use every day. They can be a bit intimidating to people not used to this sort of openness. But, when well managed, they can be an integral part of your marketing online.  Mon, 09 Nov 2015 00:00:00 GMT blog/15-ways-cpas-and-tax-accountants-are-sabotaging-their-marketing-results/ blog/15-ways-cpas-and-tax-accountants-are-sabotaging-their-marketing-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/success_02.jpg By working with so many CPAs, enrolled agents and tax professionals across the country, we encounter a great deal of customer experiences and marketing mistakes that we need to help them dig out of. Because online marketing is fundamentally changing the way accounting firms operate, I put together a list of the most common mistakes or misconceptions that could be hurting your income potential.   Mon, 10 Aug 2015 00:00:00 GMT blog/taxbuzz-promote-released-for-tax-accounting-professionals/ blog/taxbuzz-promote-released-for-tax-accounting-professionals/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/promote.jpg   "TaxBuzz Promote" Released For Tax Accounting Professionals Tue, 28 Jul 2015 00:00:00 GMT blog/have-your-business-clients-complied-with-the-new-cap-repair-regs-its-not-too-late/ blog/have-your-business-clients-complied-with-the-new-cap-repair-regs-its-not-too-late/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CW_Blog_Tangible_Property.jpg The new tangible property regulations that became effective on or after January 1, 2014, are complex, to say the least, and have caused an enormous amount of confusion in tax preparation for do-it-yourselfers and professionals alike. Many taxpayers failed to adopt the regulations on their 2014 returns. But it is not too late to get it right, which was the subject of a recent article in an AccountingToday that outlines a three-step approach to complying with the new regulations as long as it is accomplished before the extended due date of the taxpayer’s 2014 return. Wed, 15 Jul 2015 00:00:00 GMT blog/accountant-marketing-how-to-master-client-referrals-and-lead-conversion/ blog/accountant-marketing-how-to-master-client-referrals-and-lead-conversion/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/wordofmouth.jpg How technology has changed your referral pipeline. Mon, 29 Jun 2015 00:00:00 GMT blog/why-reviews-matter-for-tax-accountants-in-search/ blog/why-reviews-matter-for-tax-accountants-in-search/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/strategy.jpg According to a recent ZenDesk survey, 90% of consumers say buying decisions are influenced by online reviews. Think about your own recent online or even offline purchases. Most likely you looked at star rankings or what others had to say about the product or service. Tue, 26 May 2015 00:00:00 GMT blog/8-ways-to-free-up-more-time-running-your-tax-accounting-practice/ blog/8-ways-to-free-up-more-time-running-your-tax-accounting-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/timemanagement.jpg Most everyone wants to work less and make more (yes, I know a few workaholics may not agree). But many of us get so caught up in the rat race that we don’t step back and look at our own ways to free up some time. I developed some of my favorite technologies and best practices that may cut down on the time you waste. Fri, 15 May 2015 00:00:00 GMT blog/how-is-your-accountant-website-ranking-after-the-mobilegeddon/ blog/how-is-your-accountant-website-ranking-after-the-mobilegeddon/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/sbabiz_01.jpg Just a few days after the Google mobile algorithm change, the results are starting to pour in. With any major search engine change, digital marketing professionals get nervous for any curve balls that might be thrown their way. At ClientWhys, we utilize SEO best practices in everything we do, from site architecture to reviews and content marketing. If your accounting or CPA website is not responsive, you most likely have fallen down the Google search results for mobile devices. Mon, 27 Apr 2015 00:00:00 GMT blog/accountant-marketing-your-website-by-itself-will-not-get-you-to-page-1/ blog/accountant-marketing-your-website-by-itself-will-not-get-you-to-page-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cover.jpg There is a big misconception of how online marketing really works. Some professionals think they just put up a website and clients will come. While that may work in very small markets, anyone with competitors realizes that online marketing is much more complicated. Fri, 24 Apr 2015 00:00:00 GMT blog/five-online-marketing-strategies-to-use-the-off-season-to-build-your-tax-accounting-practice/ blog/five-online-marketing-strategies-to-use-the-off-season-to-build-your-tax-accounting-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/marathon_01.jpg Many tax accounting firms are seasonal and put all of their marketing efforts into tax season. The emergence of the virtual marketplace has changed the marketing rules. Many of the best ways to be found are free (or almost free), but require year-round effort. I have compiled a list of some of our best tips to get you started.  Fri, 17 Apr 2015 00:00:00 GMT blog/marketing-for-accountants-feature-spotlight-how-to-get-the-most-out-your-client-database-with-email-newsletter-marketing/ blog/marketing-for-accountants-feature-spotlight-how-to-get-the-most-out-your-client-database-with-email-newsletter-marketing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/newsletter_cover.jpg In a profession built by your reputation and word of mouth, keeping your name in front of your target audience reaps huge rewards. How often you communicate with your audience is partially testing, partially your audience and partially the quality of your content.  The ClientWhys platform includes an automated client newsletter. You may or may not know this, but you can customize the articles, intro message and more. Our clients’ average a 30% open rate, which is very high compared to industry averages (according to MailChimp, average open rates are around 20% industry wide). Fri, 03 Apr 2015 00:00:00 GMT blog/3-proven-steps-to-build-a-five-star-reputation/ blog/3-proven-steps-to-build-a-five-star-reputation/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/five_star_cwblog.jpg Welcome to a new era of accountant marketing and service in which your brand is defined by those who experience it. People share, seek out and trust online word of mouth.  Thu, 02 Apr 2015 00:00:00 GMT blog/case-study-being-proactive-to-safeguard-your-online-reputation/ blog/case-study-being-proactive-to-safeguard-your-online-reputation/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/5starrating.jpg I have always said the quickest way to see the health of your tax accounting practice is to survey your client base. Most practices look at clients as extended family members; people they see at least annually to get together to discuss life and dreams. What your clients say about you online matters. I have experienced this firsthand with our accountant marketing clients and have put together two case studies below. Mon, 23 Mar 2015 00:00:00 GMT blog/will-your-tax-accountant-or-cpa-website-disappear-from-googles-mobile-search-results-come-april-21/ blog/will-your-tax-accountant-or-cpa-website-disappear-from-googles-mobile-search-results-come-april-21/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/google_mobile.jpg Imagine a new prospect who was just referred to you by a longtime client. This person goes to Google on an iPhone, but you do not show up in the search results. Think of a client who gets lost when driving to your office. The client pulls over and does a search on a droid phone to get directions to your office. Again, nothing comes up in the Google mobile search results. Mon, 23 Mar 2015 00:00:00 GMT blog/all-booked-yes-really-we-have-multiple-tax-accountant-subscribers-who-stopped-taking-clients-today/ blog/all-booked-yes-really-we-have-multiple-tax-accountant-subscribers-who-stopped-taking-clients-today/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/AccountantMarketingSuccess.jpg We will add this to the win column. Three different tax accountants and CPAs who use ClientWhys accountant marketing services stopped taking new clients today. They are already completely booked up and can’t staff quickly enough to handle the new growth. They came to us about how to respond. Obviously, it is great news that our clients’ calendars are completely booked up, but how you handle referrals and online leads can affect your reputation (and sometimes even your online reviews). Thu, 12 Mar 2015 00:00:00 GMT blog/marketing-for-accountants-is-yelp-hiding-your-best-reviews/ blog/marketing-for-accountants-is-yelp-hiding-your-best-reviews/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/fivestarreviews.jpg Yelp’s review filter drives the greatest frustration amongst CPAs and tax accounting professionals. Since Yelp relies on power users with long review histories, many tax accounting clients who are nice enough to recommend you may get filtered out from the Yelp result pages. Thu, 12 Mar 2015 00:00:00 GMT blog/taxbuzzcom-arrives-in-orlando-to-help-taxpayers-find-the-best-local-tax-accountants/ blog/taxbuzzcom-arrives-in-orlando-to-help-taxpayers-find-the-best-local-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/orlando.jpg Businesses and Taxpayers in Orlando will Enjoy Faster, More Seamless Access to Expert Tax and Business Accounting Advice with TaxBuzz.com Tue, 03 Mar 2015 00:00:00 GMT blog/can-exceptional-customer-service-lead-to-more-word-of-mouth/ blog/can-exceptional-customer-service-lead-to-more-word-of-mouth/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/accountant_referrals.jpg Part of our job in building tax accountants' brands is managing their online reputation. Nothing is more telling than the feedback clients give about their professionals. The comments we see time and time again from our most successful accountants are about responsiveness and staying in constant communication. Fri, 06 Feb 2015 00:00:00 GMT blog/taxbuzzcom-comes-to-san-diego-helping-taxpayers-find-local-5-star-tax-accountants/ blog/taxbuzzcom-comes-to-san-diego-helping-taxpayers-find-local-5-star-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/sandiegotaxaccountants.jpg Taxpayers in San Diego and Surrounding Areas will Enjoy Faster, More Seamless Access to Expert Tax and Accounting Advice with TaxBuzz.com Thu, 22 Jan 2015 00:00:00 GMT blog/accountant-social-media-marketing-tip-should-you-boost-your-facebook-posts/ blog/accountant-social-media-marketing-tip-should-you-boost-your-facebook-posts/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/facebookboost.jpg Facebook has revealed that any update posted by your page will only reach 3-5% of your fans. This means if you have 1000 fans, you will only reach 30 to 50 of them through organic (not paid for) reach. That leaves tax accountants with few choices to engage a bigger audience on Facebook but to promote or boost posts. Wed, 21 Jan 2015 00:00:00 GMT blog/tax-accountants-build-their-online-reputations-with-reviews/ blog/tax-accountants-build-their-online-reputations-with-reviews/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ratedblogimage.jpg The move to the review economy has dramatically changed the buying process. A recent survey noted that 70% of consumers trust reviews when making a buying decision. If you think about it, we do it every day, whether we're shopping for a TV, choosing a restaurant, or selecting a doctor: reviews matter. Fri, 16 Jan 2015 00:00:00 GMT blog/marketing-for-accountants-product-update-new-features-and-help-tips/ blog/marketing-for-accountants-product-update-new-features-and-help-tips/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/updateblog.jpg This ClientWhys update includes some of the items we have been working on all off-season to help your practice thrive. If you have not checked out our free marketing white papers or listened to our latest webcast, I suggest accessing them below. Fri, 21 Nov 2014 00:00:00 GMT blog/just-launched-taxbuzz-a-website-that-helps-prospects-find-you-and-schedule-appointments-online/ blog/just-launched-taxbuzz-a-website-that-helps-prospects-find-you-and-schedule-appointments-online/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxbuzzlaunch_01.jpg Updated 12/22/2014: We are out of stealth mode, TaxBuzz.com officially has launched with thousands of Tax Accountants already signed up. Wed, 19 Nov 2014 00:00:00 GMT blog/free-webcast-on-how-to-get-any-tax-accountant-website-onto-page-1-of-google/ blog/free-webcast-on-how-to-get-any-tax-accountant-website-onto-page-1-of-google/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/webcastcover.jpg From year to year, the only thing you can count on in local search results is change. Sun, 02 Nov 2014 00:00:00 GMT blog/marketing-for-accountants-tips-12-ways-you-can-generate-more-referrals/ blog/marketing-for-accountants-tips-12-ways-you-can-generate-more-referrals/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/marketingforaccountants.jpg Referrals and affirmative word-of-mouth are the most effective ways to build a small tax accounting office. While you can’t directly control how referrals are made, you can create an environment that fosters your referral pipeline. Thu, 16 Oct 2014 00:00:00 GMT blog/11-predictions-that-could-affect-tax-accountants-in-the-upcoming-tax-season/ blog/11-predictions-that-could-affect-tax-accountants-in-the-upcoming-tax-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxaccountantmarketing_01.jpg It is not too early to start looking ahead to the upcoming tax season. I compiled a list of predictions and trends that may affect your marketing and time management in 2015. Tue, 14 Oct 2014 00:00:00 GMT blog/if-your-tax-accounting-practice-is-built-by-referrals-you-need-to-read-this-free-white-paper/ blog/if-your-tax-accounting-practice-is-built-by-referrals-you-need-to-read-this-free-white-paper/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/reviewswhitepaper.jpg Reviews and third-party opinions are now a vital part of the buying process. What other people say about you does matter. Especially in industries built primarily by referrals and word-of-mouth. Thu, 09 Oct 2014 00:00:00 GMT blog/is-it-time-to-take-a-look-at-the-new-accountant-specific-domain-extensions/ blog/is-it-time-to-take-a-look-at-the-new-accountant-specific-domain-extensions/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/domainnames.jpg The .com domain name real estate market has been saturated and it is getting more and more difficult to stand out online. The release of the .tax, .accountant, .consulting and .expert domain extensions give accounting professionals new options in claiming their online real estate. The good news is there are many options available. The negative is the cost  ($50 - $100 year) and whether the consumer will recall these domains as quickly as a .com domain name. .cpa is supposed to be released later in 2014, but perhaps there are some legal hold ups getting in the way. Stay tuned. Tue, 07 Oct 2014 00:00:00 GMT blog/marketing-for-accountants-tip-why-you-should-use-a-responsive-website-design/ blog/marketing-for-accountants-tip-why-you-should-use-a-responsive-website-design/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/responsivedesign.jpg From iPhones to Kindles to Android phones, your clients use multiple devices when accessing your website and email correspondence. These screens come in all shapes and sizes. It would be cost prohibitive for a small tax accounting practice to program its website to work in every environment. Fri, 03 Oct 2014 00:00:00 GMT blog/why-instant-online-appointments-drive-more-lead-conversion/ blog/why-instant-online-appointments-drive-more-lead-conversion/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000013844362Small.jpg Consumers are looking for instant gratification. Once they have completed the discovery stage and want to choose with whom they will work, you want to make it as easy as possible for them to choose you. Wed, 01 Oct 2014 00:00:00 GMT blog/google-search-results-update-and-what-it-means-to-tax-accountants/ blog/google-search-results-update-and-what-it-means-to-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Fotolia_61432355_XS.jpg Last week, Google starting rolling out a new Panda update to its search algorithm. This update is supposed to help smaller tax accounting websites be more competitive. Wed, 01 Oct 2014 00:00:00 GMT blog/more-clientwhys-marketing-tips-and-free-white-paper/ blog/more-clientwhys-marketing-tips-and-free-white-paper/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/browncpaimage.jpg This ClientWhys marketing product update includes a free white paper and much more to help your practice grow. With off-page website factors like reviews factoring in more and more, online success includes many factors in addition to your website. Thu, 18 Sep 2014 00:00:00 GMT blog/download-the-ultimate-guide-to-master-client-referrals-and-lead-conversion/ blog/download-the-ultimate-guide-to-master-client-referrals-and-lead-conversion/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ThumbsUp.jpg Think about the last product you purchased.  Wed, 17 Sep 2014 00:00:00 GMT blog/how-clientwhys-took-van-buren-associates-to-page-1-of-google-overnight/ blog/how-clientwhys-took-van-buren-associates-to-page-1-of-google-overnight/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/24350wide.jpg Here at ClientWhys, we have been taking bets on how quickly we can get non-performing websites to page 1 of Google’s search results. It is a combination of many issues, but we can usually look at a website and can predict pretty quickly what it will take to correct poor results. Thu, 31 Jul 2014 00:00:00 GMT blog/stage-1-of-tax-accountants-life-cycle-marketing-attract-traffic/ blog/stage-1-of-tax-accountants-life-cycle-marketing-attract-traffic/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000032277538Small.jpg One of the biggest issues facing any tax accounting practice’s marketing plan is how to attract traffic and more importantly, how to attract quality traffic in areas you want to grow. Just putting up a website is no longer good enough. Generating content and improving your visibility across the web is how you grow. Tue, 01 Jul 2014 00:00:00 GMT blog/product-update-introducing-esign-from-clientwhys/ blog/product-update-introducing-esign-from-clientwhys/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/esignimage.jpg Sign with confidence. Mon, 30 Jun 2014 17:59:00 GMT blog/tax-season-success-starts-and-ends-with-your-tax-update-training-partner/ blog/tax-season-success-starts-and-ends-with-your-tax-update-training-partner/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxcpe_website.jpg Welcome to the ClientWhys Learning Center. Wed, 11 Jun 2014 17:07:00 GMT blog/accountants-convert-more-website-leads-to-clients-in-a-few-easy-steps/ blog/accountants-convert-more-website-leads-to-clients-in-a-few-easy-steps/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/leadblogimage.jpg 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 today’s more competitive landscape, your reputation and responsiveness will directly affect your success. Setting up an action plan and automated follow up program will help you convert more leads to paying clients. Tue, 22 Apr 2014 00:00:00 GMT blog/why-after-tax-season-is-the-best-time-for-tax-accountants-to-upgrade-their-website/ blog/why-after-tax-season-is-the-best-time-for-tax-accountants-to-upgrade-their-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/fresshstart.jpg 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. Tue, 15 Apr 2014 00:00:00 GMT blog/what-makes-some-accountant-websites-attract-more-leads-than-others/ blog/what-makes-some-accountant-websites-attract-more-leads-than-others/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000001354507Small.jpg The criteria used for local search results has changed dramatically in the last year. Google has changed their algorithm to include many more factors that the old SEO techniques. If you haven't changed your marketing efforts to adjust, you might have noticed your organic search results slipping over the last 12 months. I previously had written about the findings published by moz.com that broke down the local search criteria most experts believed were the most important to Google and local search results. I have been watching the trends and the data. This has validated what works best and what you should be concentrating on moving forward. Thu, 20 Mar 2014 00:00:00 GMT blog/are-you-a-complacent-tax-professional/ blog/are-you-a-complacent-tax-professional/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxpro.jpg Many tax preparers are complacent, and many are finding out that it is no longer business as usual. Processing reports being released by the IRS show a small drop in the number of returns being processed by professional tax preparers and an increase in the number of self-prepared returns. For years, the number of returns prepared by professionals has been on the increase. Could this signal a change? Tue, 18 Mar 2014 12:19:00 GMT blog/7-tax-accountant-password-reset-best-practices/ blog/7-tax-accountant-password-reset-best-practices/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/lockpassword.jpg There is a reason that some systems include a periodic, mandatory password reset or a maximum number of failed responses before you get locked out. Passwords that are too simple or easy to guess can cause a nightmare if compromised. Tue, 18 Mar 2014 00:00:00 GMT blog/when-your-practice-runs-better-your-clients-know-it/ blog/when-your-practice-runs-better-your-clients-know-it/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/resultsimageblogcover.jpg 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 your website and communicate with clients. At this time of year, we usually limit major changes and focus on system performance and speed. But keep your suggestions coming. Tue, 18 Feb 2014 00:00:00 GMT blog/citations-the-missing-element-in-getting-your-website-found/ blog/citations-the-missing-element-in-getting-your-website-found/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000014855333Small.jpg Optimizing your website is just one element of getting your brand found online. Based on local search experts and a recent Moz.com study, on-page optimization only accounts for 18.8% within the overall ranking factor for local search results. While social presence and reviews are making a bigger influence on results, the quality and quantity of your citations are key combative differentiators. Mon, 03 Feb 2014 18:08:00 GMT blog/7-super-useful-tools-to-help-you-get-the-most-out-of-tax-season-1/ blog/7-super-useful-tools-to-help-you-get-the-most-out-of-tax-season-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/USA_pig_01.jpg 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. Thu, 09 Jan 2014 00:00:00 GMT blog/it-is-all-about-your-credibility-and-first-impressions-1/ blog/it-is-all-about-your-credibility-and-first-impressions-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/afablog.jpg Driving off-season consultations and generating more referrals are the life-blood of any successful tax practice. Keeping your clients up-to-date with the latest tax law changes, the Affordable Care Act, and new tax rates builds goodwill with your client base. Mon, 23 Dec 2013 14:59:00 GMT blog/small-product-changes-with-a-big-impact/ blog/small-product-changes-with-a-big-impact/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blog_121613.jpg With tax season rapidly approaching, we have been working on product improvements that have instant and dramatic effects. Several of those enhancements are addressed in this update. Mon, 16 Dec 2013 12:33:00 GMT blog/using-local-landing-pages-to-improve-your-search-results/ blog/using-local-landing-pages-to-improve-your-search-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017980374XSmall.jpg Tax accountants, enrolled agents and CPA clients are faced with the daunting task of maximizing their local Web visibility. While it can be easy to get indexed on the first page for the town you reside in, targeting outskirt cities can be a difficult task. Fri, 06 Dec 2013 17:35:00 GMT blog/tax-accountants-save-postage-while-connecting-with-clients-with-holiday-greeting-ecards/ blog/tax-accountants-save-postage-while-connecting-with-clients-with-holiday-greeting-ecards/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/happyholidays550.jpg 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 greeting. Thu, 05 Dec 2013 13:09:00 GMT blog/5-easy-ways-to-improve-your-accountant-website-search-results-before-tax-season/ blog/5-easy-ways-to-improve-your-accountant-website-search-results-before-tax-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SEOImage_111113.jpg As a rule of thumb, it usually takes 2-3 months to the see the effects of changes in your website for search engine optimization (SEO). Though changes to your on page SEO are reflected sooner. Mon, 11 Nov 2013 13:31:00 GMT blog/should-you-respond-to-negative-yelp-reviews/ blog/should-you-respond-to-negative-yelp-reviews/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/negativeyelp.jpg With changes in the social web and Google’s own search algorithm, like it or not, Yelp has become an important resource for consumers when making buying decisions. I would argue it can be a very beneficial resource if you manage your Yelp reviews correctly. Fri, 08 Nov 2013 11:46:00 GMT blog/a-refund-isnt-the-only-way-to-make-your-firm-look-better/ blog/a-refund-isnt-the-only-way-to-make-your-firm-look-better/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/taxlawcguide.jpg Keeping your clients up-to-date with the latest tax law changes, the Affordable Care Act, and new tax rates builds goodwill with your client base. Driving more off-season consultations and generating more referrals are the life-blood of any successful tax practice. Mon, 04 Nov 2013 13:39:00 GMT blog/word-of-mouth-is-the-most-powerful-form-of-marketing-there-is/ blog/word-of-mouth-is-the-most-powerful-form-of-marketing-there-is/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000018572315XSmall.jpg I often advise my professional-service customers that they should concentrate on their current clients and internal processes (for example: how quickly they return calls, etc.) before setting out on more aggressive client-acquisition programs. The infographic below details a recent Forrester Research Inc. benchmark study that solidifies what we all know. Consumers trust first and foremost what their friends and colleagues recommend, by a wide margin. Professional and third-party reviews on sites like Yelp are second. Fri, 25 Oct 2013 13:39:00 GMT blog/6-new-tools-to-help-you-market-smarter/ blog/6-new-tools-to-help-you-market-smarter/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blogpreviewimage.jpg We have been busy building new tools and features for you to play with. While we don’t want you to be designers (that’s our job), many of you have asked for more design flexibility. Below are new tools and updates to the ClientWhys Marketing Platform. Enjoy! Mon, 21 Oct 2013 10:32:00 GMT blog/generate-more-word-of-mouth/ blog/generate-more-word-of-mouth/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SpecialOffer.jpg Most tax accountants would rather go through an IRS audit than build an accountants marketing plan. That's where ClientWhys comes in, with proven content and technology to help you retain existing clients and generate new ones. Wed, 16 Oct 2013 12:22:00 GMT blog/1000-pages-to-make-your-tax-season-less-taxing/ blog/1000-pages-to-make-your-tax-season-less-taxing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/BigbookImage.jpg When we say big, we mean BIG for 2013 - over 1,000 pages worth. This is the can't-miss tax update, CPE course, and year round reference book. We have analyzed and updated all of the tax law changes and included a comprehensive section on the Affordable Care Act. Fri, 04 Oct 2013 16:53:00 GMT blog/engage-clients-and-prospects-by-adding-video-blogging-to-your-home-page/ blog/engage-clients-and-prospects-by-adding-video-blogging-to-your-home-page/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blog100313.jpg 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 page. Capture the attention of your audience and keep them informed with these professional presentations. Thu, 03 Oct 2013 16:12:00 GMT blog/november-california-tax-update-seminar-the-affordable-care-act/ blog/november-california-tax-update-seminar-the-affordable-care-act/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/afoordablecareact.jpg Although we have been keeping our CPE customers abreast of the tax aspects of the Affordable Care since it was originally passed, 2013 and 2014 are the years that key elements of the Act are implemented. For 2013 we have the very complicated Net Investment Income Surtax and beginning January 2014 the mandatory insurance requirement begins. In addition, the IRS has issued a flood of regulations during August and September dealing with the Act. Tue, 01 Oct 2013 13:17:00 GMT blog/accountants-are-using-advanced-technology-to-help-clients-get-competitive-no-hassle-mortgages/ blog/accountants-are-using-advanced-technology-to-help-clients-get-competitive-no-hassle-mortgages/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/mortageblog_01.jpg The mortgage industry has changed dramatically over the last five years. Automation and advanced underwriting have made the process more cumbersome for the consumer. CPA firms and tax accountants have been assisting clients with mortgage loans for some time by preparing tax returns and consulting on deductibility of points and after-tax savings. Thu, 26 Sep 2013 16:40:00 GMT blog/why-do-reviews-matter-so-much/ blog/why-do-reviews-matter-so-much/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/yelpartwork500.jpg The social web has rewritten the rules on how consumers seek and hire professionals. According to the recent North American Technographics online benchmark survey, 70% of consumers trust recommendations from friends, and 46% of consumers trust reviews on sites like Yelp. Only 10% trust online ads. Thu, 26 Sep 2013 13:29:00 GMT blog/wow-your-clients-with-video-blogs-covering-the-affordable-care-act/ blog/wow-your-clients-with-video-blogs-covering-the-affordable-care-act/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blog092313.jpg Know what clients love? Mon, 23 Sep 2013 10:46:00 GMT blog/here-are-some-helpful-tips-and-things-we-have-been-working-on/ blog/here-are-some-helpful-tips-and-things-we-have-been-working-on/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/best_image.jpg The following are some helpful tips, updates and tutorials to get the most out your ClientWhys suite of client retention applications. Mon, 16 Sep 2013 13:02:00 GMT blog/are-california-tax-preparers-ready-for-all-of-the-health-care-tax-provisions/ blog/are-california-tax-preparers-ready-for-all-of-the-health-care-tax-provisions/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/amercicanflag72.jpg This could be one of the most trying tax seasons ever, particularly if you have not prepared yourself for the Affordable Care Act provisions that will be enacted in 2013 and 2014. Mon, 09 Sep 2013 15:15:00 GMT blog/is-your-website-design-stuck-in-the-dark-ages/ blog/is-your-website-design-stuck-in-the-dark-ages/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/darkages.jpg 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 accountants. They are afraid of social media so they don’t participate, even though there are millions of their clients on it everyday. They cling on to old office workflows, even though technology could save them hours each day with automation. Nowhere do I see the threat of change holding back professionals more, than in the dinosaur websites I review every day. Tue, 27 Aug 2013 14:04:00 GMT blog/3-ways-to-become-the-thought-leader-in-your-market/ blog/3-ways-to-become-the-thought-leader-in-your-market/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/thoughtleader.jpg One of the biggest challenges of building a following and an exceptional online reputation is attracting an audience: first, how to develop content that people want to read, and second, how to automate this material’s distribution to influencers in your network. Mon, 26 Aug 2013 11:45:00 GMT blog/improve-your-chances-of-being-found-online/ blog/improve-your-chances-of-being-found-online/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000021573078XSmall_01.jpg One of the most confusing aspects of search engine optimization is understanding what it really means to have your website optimized. Optimizing your website for search engines is a moving target. Any service that is selling a shortcut to success is most likely going to be short-lived or, worse, a total waste of money. Tue, 13 Aug 2013 12:01:00 GMT blog/supercharge-your-facebook-posts-with-video/ blog/supercharge-your-facebook-posts-with-video/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/facebooklike_01.jpg In an increasingly mobile world, messages and other forms of communication are becoming more visual and shorter in length. ClientWhys began experimenting with adding video to our CPA and tax professionals' blog articles and Facebook posts. The results so far have been spectacular, with many more shares and views of articles compared to those with text only formats. What this means to you is an increase in brand awareness and client satisfaction. Tax planning tips and breaking-news video blogs can communicate in thirty- to sixty- second snippets what might be ignored in a traditional written format. Issues concerning the new healthcare changes and accounting and tax tips will be more easily absorbed through video. Video is shared more often and is easier for mobile users to digest. ClientWhys is developing an entire series of video blog articles that will be standard in our automated marketing platform. Thu, 25 Jul 2013 11:40:00 GMT blog/new-cpe-course-patient-protection-affordable-care-act/ blog/new-cpe-course-patient-protection-affordable-care-act/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000010525698XSmall.jpg This just-released online self-study course will teach you everything you need to know about the tax-related issues arising from the many provisions of the Patient Protection & Affordable Care Act. The changes are complicated and affect businesses and individuals alike. Be prepared to guide your clients through their options and best choices. Wed, 03 Jul 2013 15:05:00 GMT blog/new-portal-features-galore-1/ blog/new-portal-features-galore-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/messagecenter_01.jpg We’ve been toiling away on our client portal, and this month, we're proud to announce our new features.   Mon, 10 Jun 2013 15:02:00 GMT blog/spice-up-your-website-with-a-tax-deadline-countdown-clock/ blog/spice-up-your-website-with-a-tax-deadline-countdown-clock/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/countdown.jpg Tax deadline countdown clocks add some life to your website. We use Countingdownto.com for our CPA, Enrolled Agent and Tax Professional websites. First their clocks look great. Second, setting up the widget is easy. Just enter the date, description and format. They will provide you with embed code that can easily be added to your website. If you are a current ClientWhys website client and want us to add the countdown clock for you, please email help@clientwhys.com with 'Please add the countdown clock to my website' in the subject line.  Fri, 31 May 2013 10:51:00 GMT blog/increase-your-marketing-roi-by-capturing-more-leads/ blog/increase-your-marketing-roi-by-capturing-more-leads/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/leadcaptureform.jpg ClientWhys’ lead capture forms were created to help you produce high-converting landing pages without dealing with the high cost and slow speed of your IT department. ClientWhys’ targeted landing pages are built for campaigns targeting tax preparation, accounting, and IRS tax problems. When visitors land on your Web page, a lead capture widget loads in the bottom right corner of the browser. This widget will drive visitors to request a free consultation or call you from a customizable tracking phone number. You can even use the landing page as your destination for Google Adwords or other paid search campaigns.  Tue, 28 May 2013 11:03:00 GMT blog/ctec-education-registration-and-the-rtrp-program/ blog/ctec-education-registration-and-the-rtrp-program/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ctec2a_01_01_01_02_01.gif I recently attended a California Tax Education Counsel (CTEC) Education Provider meeting in Sacramento. This was a very enlightening meeting and a wake-up call for several education providers. At that meeting, CTEC introduced some new, stringent requirements that impact what is acceptable CE for CRTP registration. Interestingly enough, the new CTEC requirements are far more rigorous than the now-suspended IRS CE requirements. CTEC also introduced the new audit program aimed at eliminating overly easy and simplistic courses that overstate their CE credits. In addition, Susan Gaston of the IRS RPO program attended the meeting and provided insight into the status of the now-suspended RTRP program. To bring you up to speed, I would like to cover the issues one at a time as follows: Thu, 23 May 2013 12:00:00 GMT blog/new-features-abound-introducing-the-clientwhys-switch-program/ blog/new-features-abound-introducing-the-clientwhys-switch-program/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/switchservice.jpg 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 Communication App, new lead capture layouts, a new video home page layout, and expanded responsive website templates. Wed, 15 May 2013 10:42:00 GMT blog/accountants-drive-more-prospects-with-local-search-marketing-clientwhys-product-launch/ blog/accountants-drive-more-prospects-with-local-search-marketing-clientwhys-product-launch/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/growth.jpg Get more leads to your accountant website using our new local search campaigns. While word of mouth is the primary source of new clients, paid search engine marketing can create an added growth stream of new clients. Tue, 14 May 2013 17:28:00 GMT blog/7-reasons-why-you-must-upgrade-your-accountant-website/ blog/7-reasons-why-you-must-upgrade-your-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cloudsmartblog.jpg 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 being viewed, from an iPhone to a desktop monitor. If you’re starting to realize that your website should be responsive, you’re onto something. But more than that, you’re smarter than your competitors. Mon, 13 May 2013 15:10:00 GMT blog/how-to-use-thank-you-cards-to-improve-client-retention/ blog/how-to-use-thank-you-cards-to-improve-client-retention/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Thanksyougreeting550_2.jpg 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 acknowledgement is the surest way to stop the referrals from coming. Showing appreciation for your client relationships are more effective than proclaiming how great you are. Thu, 09 May 2013 10:53:00 GMT blog/clientwhys-where-tax-accountants-learn-to-market/ blog/clientwhys-where-tax-accountants-learn-to-market/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017739645XSmall.jpg Thanks for entrusting ClientWhys to help you with your online marketing and practice needs. For over twenty years we have been energizing CPAs, Enrolled Agents, Tax Accountants and financial professionals practices with cutting edge marketing strategies and advice. We help you automate your marketing and office tasks with easy-to-use online applications. Thu, 02 May 2013 11:19:00 GMT blog/testing-your-practice-management-skills/ blog/testing-your-practice-management-skills/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Practicemanagement180.jpg At the first get-together after the conclusion of tax season, we frequently ask our colleagues the following questions: Wed, 01 May 2013 15:42:00 GMT blog/grow-your-practice-by-using-viral-videos-on-your-website/ blog/grow-your-practice-by-using-viral-videos-on-your-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/video3_01.jpg I have been seeing more tax accountants using videos on their websites and client communications. Both professionally produced and in-house presentations can work in differentiating your firm from your competition. There are a couple of things to keep in mind when developing your videos. Fri, 26 Apr 2013 13:21:00 GMT blog/6-ways-to-manage-your-practice-in-the-era-of-diminished-time/ blog/6-ways-to-manage-your-practice-in-the-era-of-diminished-time/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/timeforme.jpg This tax season has been more difficult than years past. Complex returns, tax software glitches and late form releases made filing in 2013 a nightmare. We heard from many of you in our ClientWhys Connect technical support forum and on the phone. Long hours combined with getting less work done seemed to be the norm for overworked professionals. Mon, 22 Apr 2013 10:57:00 GMT blog/the-clientwhys-tax-update-seminar-is-your-best-defense-against-unending-tax-law-changes/ blog/the-clientwhys-tax-update-seminar-is-your-best-defense-against-unending-tax-law-changes/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/seminar2013_01.jpg If this last tax season is an indication, being prepared for tax season is your #1 job during the off-season. Complex returns and never-ending tax law changes are the norm. Cutting back on continuing education or looking for the easy way are no longer options for top-shelf tax professionals. You need a continuing education provider who knows the hot issues and supports you year round. You need a vendor who provides you the tools to manage client meetings so you can answer questions before the client leaves. Nothing is worse than post-it notes full of unanswered issues, delaying filing and throwing a severe curve ball to your sleep patterns. Mon, 15 Apr 2013 17:24:00 GMT blog/email-newsletter-marketing-made-simple/ blog/email-newsletter-marketing-made-simple/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/news_041113.jpg Do more with your email newsletter campaigns. Spend less time doing it. Thu, 11 Apr 2013 12:16:00 GMT blog/develop-your-brand-message-about-what-clients-want-not-what-they-need/ blog/develop-your-brand-message-about-what-clients-want-not-what-they-need/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000016290010XSmall.jpg One of the best ways to become a commodity service provider is to do what all the others are doing, right? Copy their material, list as many services as you can on your website, load every professional organization logo in your arsenal, and hope that your "generic service" stands out from your competition. If you think about it, that really does not convince your prospects, does it? Mon, 08 Apr 2013 12:42:00 GMT blog/accountant-website-before-and-after/ blog/accountant-website-before-and-after/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/nwtaxprossample_02.jpg 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 by one of the big firms that advertises on television into a mobile-friendly, responsive design that is sure to be a hit with clients and prospects alike. We worked with one of the principals between her appointments to make sure that everything is just right, and we loaded the website with blog content and the most common IRS and Washington State links. If you are in Redmond, Washington and you are looking for flat fee accounting services, we have a referral for you that you will love. Tue, 26 Mar 2013 17:44:00 GMT blog/updated-website-site-editor-tool-is-now-live/ blog/updated-website-site-editor-tool-is-now-live/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Finalckeditor550.jpg 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 your pages. To start using the editor simply click into the text box and the tool will load. Fri, 22 Mar 2013 14:32:00 GMT blog/clientwhys-websites-product-updatemarch-2013/ blog/clientwhys-websites-product-updatemarch-2013/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/caya550.jpg We avoid major website upgrades during tax season, but we have made some minor tweaks to help you manage your website better. Tue, 19 Mar 2013 13:20:00 GMT blog/4-reasons-why-google-must-be-considered-in-your-accountant-marketing-program/ blog/4-reasons-why-google-must-be-considered-in-your-accountant-marketing-program/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/gplus_thumb_slide.jpg If you are a CPA, tax accountant, enrolled agent, or tax professional, your business is built by word of mouth. Finding ways to gain more advocates and generate more referrals should be the starting point for any successful marketing plan. Fri, 15 Mar 2013 13:19:00 GMT blog/clientwhys-connect-tax-support-forum-is-full-of-answers-to-your-toughest-tax-research-questions/ blog/clientwhys-connect-tax-support-forum-is-full-of-answers-to-your-toughest-tax-research-questions/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CWConnect_02_01_01_01_01.jpg There's finally a place to come together, be connected, and share tax research expertise and questions with each other. The best part is that it's absolutely FREE to all Self Study CPE, Tax Update Seminar Attendees and Total Practice Members! We put together a video tutorial that details how easy it is to search the library of tax questions and answers. Sat, 09 Mar 2013 13:05:00 GMT blog/web-sites-and-marketing-solutions-for-enrolled-agents/ blog/web-sites-and-marketing-solutions-for-enrolled-agents/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/EAwebsitedesign.jpg 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 is made easy with ClientWhys turnkey solutions. Our EA web site includes default services copy, an EA FAQ, breaking tax news, tips, and more automated tools to make running any EA practice a breeze. Wed, 06 Mar 2013 12:10:00 GMT blog/improve-client-engagement-with-your-companys-email-newsletter/ blog/improve-client-engagement-with-your-companys-email-newsletter/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000008506568XSmall.jpg The most valuable asset for any CPA, Enrolled Agent or tax accounting practice is the client database. How you communicate with your clients has a direct effect on the amount of client referrals and word-of-mouth results. The biggest issue is developing content and consistently delivering the information your readers actually want. Tue, 05 Mar 2013 12:21:00 GMT blog/cpas-and-tax-accountants-use-linkedin-to-improve-seo-results/ blog/cpas-and-tax-accountants-use-linkedin-to-improve-seo-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/LinkedInImage.jpg I often mention the importance of inbound links and organic search results. Basically, the more inbound links you have, the higher the search engines index your website. The search engines now look at a variety of citations, social media mentions and direct inbound links when reviewing your website. More important, is getting keyword inbound links. For example, a inbound link such as burbank tax preparation is far more valuable than just www.securitaxfinancial.com. You can gain three instant keyword back-links by simply utilizing LinkedIns tool in your own profile. Wed, 27 Feb 2013 13:00:00 GMT blog/facebooks-new-graph-search-and-what-it-means-for-accountant-marketing/ blog/facebooks-new-graph-search-and-what-it-means-for-accountant-marketing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/FaceBookGrapgh.jpg Facebook's new Graph Search allows users to search for everything from recommended restaurants and tax preparer referrals to finding a car mechanic and much more. Search uses an algorithm that leverages a person's social connections with brands and businesses to source results. While this is technically in Beta or limited release, we have nevertheless been noticing in our Google Analytics reports that more traffic is being referred by Facebook. According to Graph Search Director Tom Stocky, the early usage patterns show people using Graph Search for the same things they use the social network for: looking at friends and photos. “But Places is third,” said Stocky, an encouraging sign for local businesses. As well as answering a user's query, Graph Search offers third-party recommendations from trusted sources (the user's Facebook friends). Tue, 26 Feb 2013 10:43:00 GMT blog/whats-new-with-clientwhys/ blog/whats-new-with-clientwhys/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CWlogoFinal.jpg First of all, thanks for all of those that helped us beta test!  Check out the screencast video below (1:19) for an overview of our new website platform. Thu, 21 Feb 2013 12:05:00 GMT blog/tax-accounting-professionals-cut-down-on-paper-usage-with-clientwhys-monthly-marketing-library/ blog/tax-accounting-professionals-cut-down-on-paper-usage-with-clientwhys-monthly-marketing-library/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/MarketingLibraryImage.jpg ClientWhys Tax, Personal Finance and Accounting Article Library saves CPAs, Enrolled Agents and Tax Accounting Professionals time and money while providing their blog, website, client newsletter and social media sites with content that keeps their audience informed. ClientWhys works as an in-house copywriter and marketing expert for one low, monthly fee. Content is provided in PDF or Word formats. Client relationships and word-of-mouth are critical for independent professionals to succeed. ClientWhys fills the void for firms that do not have their own internal marketing departments.  Tue, 19 Feb 2013 13:33:00 GMT blog/the-2013-ctec-tax-update-krusemark-edition-is-now-live/ blog/the-2013-ctec-tax-update-krusemark-edition-is-now-live/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ctec2a_01_01_01_02.gif We have completely updated the California Registered Tax Preparers CPE course material with the recently enacted tax law changes. We even simplified the final exam questions to make compliance easier than ever. But don't get us wrong. This course is loaded with material you need to meet the challenges of today's busy tax practice. The bundle CPE course includes the latest on the Affordable Care Act, the American Taxpayer Relief Act of 2012, along with numerous court cases, rulings, notices and procedural changes. After completing this tax update CPE course, the CTEC student will be able to counsel clients on the individual and small business changes that will affect the preparation of a 2012 and 2013 tax return and planning issues for the future years based on current law and sunset provision. Order now and use it as reference this tax season. Fri, 15 Feb 2013 16:54:00 GMT blog/the-2013-voluntary-irs-rtrp-tax-update-krusemark-edition-is-now-live/ blog/the-2013-voluntary-irs-rtrp-tax-update-krusemark-edition-is-now-live/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_06.jpg We have completely updated the IRS RTRP CPE course material with the recently enacted tax law changes. These courses will be acceptable for 2013 when and if the injunction is lifted. We even simplified the final exam questions to make compliance easier than ever. But don't get us wrong. This course is loaded with material you need to meet the challenges of today's busy tax practice. The bundle CPE course includes the latest on the Affordable Care Act, the American Taxpayer Relief Act of 2012, along with numerous court cases, rulings, notices and procedural changes. After completing this tax update CPE course, the EA student will be able to counsel clients on the individual and small business changes that will affect the preparation of a 2012 and 2013 tax return and planning issues for the future years based on current law and sunset provision. Order now and use it as reference this tax season. Fri, 15 Feb 2013 13:16:00 GMT blog/the-2013-enrolled-agent-tax-update-krusemark-edition-is-now-live/ blog/the-2013-enrolled-agent-tax-update-krusemark-edition-is-now-live/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_04.jpg We have completely updated the Enrolled Agent CPE course material with the recently enacted tax law changes. We even simplified the final exam questions to make compliance easier than ever. But don't get us wrong. This course is loaded with material you need to meet the challenges of today's busy tax practice. The bundle CPE course includes the latest on the Affordable Care Act, the American Taxpayer Relief Act of 2012, along with numerous court cases, rulings, notices and procedural changes. After completing this tax update CPE course, the EA student will be able to counsel clients on the individual and small business changes that will affect the preparation of a 2012 and 2013 tax return and planning issues for the future years based on current law and sunset provision. Order now and use it as reference this tax season. Thu, 14 Feb 2013 10:06:00 GMT blog/the-2013-clientwhys-tax-update-review-seminar-schedule/ blog/the-2013-clientwhys-tax-update-review-seminar-schedule/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/seminar2013.jpg We have just released our 2013 live 2-day California seminar schedule. We expect this year to be full of important information to help manage your practice and client issues. The live format will provide much more insight than an online or self study course. This isn't the year to cut back. This live tax update seminar takes place in November and will cover all of the tax changes for 2013 and planning issues for 2014 in detail, including the provisions of the American Taxpayer Relief Act of 2012 and the delayed provisions of the Patient Protection Act. It will include everything needed for CPAs, Enrolled Agents and California Registered Tax Preparers to prepare 1040/540 returns for 2013 and to help your clients plan for future years. California differences and issues are integrated within the presentation and in our seminar text, the 900+ page Big Book of Taxes. You will also receive a self-installing computerized version of the Big Book of Taxes eBook and free access to our CWconnect E-mail Tax Help Forum. We strive to be the best and provide you with the most value for your money. Wed, 13 Feb 2013 17:28:00 GMT blog/clientwhys-launches-new-knowledge-base/ blog/clientwhys-launches-new-knowledge-base/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/support.jpg In case you haven't noticed, we have upgraded our knowledge base and website support center. Look for the support tab on the side of every page of our website. This will allow us to promptly log and reply to support desk tickets, and provide users answers to commonly asked questions instantly. When you contact ClientWhys, you don't have to fight to speak to someone who can solve your problem. We treat every customer as a priority. That means you can move as fast as you need to. We have added Gina, one of our lead project managers to quickly assist escalated tickets. Help@clientwhys.com is still the default email address for all support tickets. We have a team that monitors requests, so please use the support center for all tasks or requests. We are here to help. Wed, 13 Feb 2013 16:33:00 GMT blog/federal-tax-update-online-cpe-course-covering-the-american-taxpayer-relief-act-of-2012-and-more/ blog/federal-tax-update-online-cpe-course-covering-the-american-taxpayer-relief-act-of-2012-and-more/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Architecture_WhiteHouse_01_01.jpg This 3-hour online CPE course takes out the complexity of the American Taxpayer Relief Act of 2012. After completing this tax update CPE course, the student will be able to counsel clients on the individual and small business changes that will affect the preparation of a 2012 and 2013 tax return and planning issues for the future years based on current law and sunset provisions, including Affordable Care Act , the American Taxpayer Relief Act of 2012 along with numerous court cases, rulings, notices and procedural changes. Attention CA Practitioners: As a bonus, where there are differences between Federal and CA tax treatment the differences are explained in a footnote. Mon, 11 Feb 2013 15:52:00 GMT blog/how-to-turn-loyal-clients-into-your-biggest-advocates/ blog/how-to-turn-loyal-clients-into-your-biggest-advocates/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/advocate.jpg One thing is for sure: Most people want their opinion to be valued. Knowing that new clients are most likely acquired by word of mouth, successful tax and accounting professionals are now using proven online methods to drive advocacy and revenue for their brand. Consumers have always trusted referrals from their friends and peers over traditional advertising. Mon, 11 Feb 2013 15:14:00 GMT blog/tax-season-marketing-tune-up/ blog/tax-season-marketing-tune-up/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000018122273XSmall.jpg If you are looking to increase word-of-mouth referrals and gain exposure for your website via search engines, ClientWhys offers two tax season tune-up options. Fri, 08 Feb 2013 11:29:00 GMT blog/irs-attempt-to-overturn-rtrp-program-injunction-fails/ blog/irs-attempt-to-overturn-rtrp-program-injunction-fails/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_03.jpg In a stunning rebuke to the IRS, the United States District Court for the District of Columbia has denied the IRS request to lift the injunction against the IRS's Registered Tax Return Preparer program pending an appeal. Therefore a cloud still hangs over the implementation of this program.   The court did note that the injunction has nothing to do with the requirement to have a PTIN. However, the IRS cannot place continuing education or examination requirements as a condition of obtaining a PTIN.  It is expected that the IRS will reopen its on-line PTIN application portal early next week (week of Feb 4).  Click here for the full text of the court's ruling.  Sat, 02 Feb 2013 09:12:00 GMT blog/whats-possible-with-clientwhys-content-feeds/ blog/whats-possible-with-clientwhys-content-feeds/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/NewBlogFeedImage_01.jpg The web has changed the way that tax accounting professionals communicate with their clients. Facebook, email newsletters, and client portals have made professionals and their clients more closely connected than ever. Now, breaking news can be distributed in minutes to clients and prospects. Major dilemmas for tax accounting professionals include determining where the content comes from and the method in which it is delivered. The high cost of IT and technical writing can make managing any marketing campaign a challenge. Fri, 01 Feb 2013 11:39:00 GMT blog/irs-sending-letters-to-preparers-with-errors-on-schedule-c/ blog/irs-sending-letters-to-preparers-with-errors-on-schedule-c/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_02.jpg In an effort to help eliminate errors in the reporting of car and truck expenses on a Schedule C.  They hope to both educate and remind tax preparers of tax compliance by sending out approximately 5,000 letters to those preparers who have filed a Schedule C with what appear to be irregularities. Thu, 31 Jan 2013 15:02:00 GMT blog/its-not-too-late-to-update-your-web-site-for-this-tax-season/ blog/its-not-too-late-to-update-your-web-site-for-this-tax-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/impact_theme_collagenew.jpg Last Friday alone, we established 8 new tax accountant Web sites. Our new HTML5 platform is so easy to customize that we can have your logo, branding, bio, and photography updated in hours, rather than weeks. If you have hesitated to take this step in the past, or if you have believed that you simply don't have enough time to do so, we will do the work for you.  Wed, 30 Jan 2013 14:29:00 GMT blog/clientwhys-website-platform-product-update/ blog/clientwhys-website-platform-product-update/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/minimalist_theme_collage_copy.jpg First, thanks to all of you who provided feedback and suggestions as we rolled out our new responsive website platform. We now have over 200 CPA, tax and accounting professionals loaded into the new system. Your input has been invaluable and will continue to help guide our development as we move forward. As you can tell, we have been busy adding new features in the last few weeks. We promise to continue to improve on our suite of marketing applications to make them world-class. Tue, 29 Jan 2013 23:39:00 GMT blog/three-simple-facebook-tips-to-get-more-referrals-this-tax-season/ blog/three-simple-facebook-tips-to-get-more-referrals-this-tax-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/facebooklike.jpg The power of Facebook is that it allows tax professionals to easily communicate with clients and reach local prospects. When clients add comments or share your posts, your name is virally spread across a much larger audience. Several of our clients have successfully built very large followings by posting important updates and using viral marketing techniques to gain more followers. When referrals see all the buzz about your practice, they are much more likely to convert to paying clients. Tue, 29 Jan 2013 17:58:00 GMT blog/irs-appeals-the-court-decision-striking-down-preparer-oversight-what-does-that-mean-to-you/ blog/irs-appeals-the-court-decision-striking-down-preparer-oversight-what-does-that-mean-to-you/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_01_01_02_02.jpg If you are a responsible tax professional, you should be saddened by the court's recent decision striking down, at least temporarily, the IRS's registered tax return preparer program. The only ones benefitting from the decision are those who lack education and knowledge needed to prepare today's complicated tax returns. Fri, 25 Jan 2013 15:34:00 GMT blog/the-irs-suspends-the-rtrp-ptin-program/ blog/the-irs-suspends-the-rtrp-ptin-program/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_01_01_02_01.jpg The Internal Revenue Service has reacted to the recent court ruling and has suspended the IRS RTRP program until further notice. No further testing or continuing education will be required until the IRS reacts to the court ruling. It is unclear if Congress will act to give the IRS the power to continue the program, or if states will step in with programs similar to California and Oregon. We will keep you posted as new developments are released. This ruling allows unregulated tax preparers to choose the tax update of their choice, versus the mandated IRS course requirements. Wed, 23 Jan 2013 10:50:00 GMT blog/tax-update-cpe-covering-the-american-taxpayer-relief-act-of-2012/ blog/tax-update-cpe-covering-the-american-taxpayer-relief-act-of-2012/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/b212_01.jpg Our 900+ page The Big Book of Taxes CPE course was just updated with the tax law changes from the American Taxpayer Relief Act of 2012. It is all CPAs, EAs and Tax Preparers need to prepare for tax season, take their practice to another level, and provide them with the CPE credits they need. It is one of the most comprehensive review & update textbooks available on the market today, covering major and recently impacted areas of individual income tax law. The course concentrates on areas that often trouble tax professionals and highlights the latest tax law changes, IRS regulations, court cases, and rulings. Mon, 21 Jan 2013 17:16:00 GMT blog/irs-loses-lawsuit-challenging-authority-to-regulate-tax-preparers/ blog/irs-loses-lawsuit-challenging-authority-to-regulate-tax-preparers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_01_01_02.jpg Accounting Today has great coverage on the breaking news concerning the IRS RTRP program. What legal maneuvers may be next have not been publicly released. Will Congress act to give IRS the power to regulate tax preparers? Will the IRS appeal? Will those that are already RTRP's have a competitive advantage over unlicensed tax preparers? One thing is clear, tax preparers need to stay on top of the law changes with quality continuing education. Whether they are regulated or not time will tell.  Sat, 19 Jan 2013 14:15:00 GMT blog/dont-go-it-alone-this-tax-season/ blog/dont-go-it-alone-this-tax-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000015370055Small_01_01.jpg If you attend ClientWhys live tax update seminar each year you should upgrade to Total Practice. For just $365, you can attend the seminar for free, and also be part of our thriving community of tax professionals. Total Practice members get free membership to ClientWhys connect (our technical support forum), free seminar attendance, regular technical updates through our email alerts, access to our web research center, free CPE, product discounts and much more. Join today and take the stress out of the coming tax season.  Tue, 15 Jan 2013 12:44:00 GMT blog/irs-extends-rtrp-15-hour-2012-continuing-education-deadline/ blog/irs-extends-rtrp-15-hour-2012-continuing-education-deadline/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_01_01.jpg IRS RPO director Carol A. Campbell has announced that the IRS requirement for tax preparer CPE (RTRP) has been extended into 2013. Meaning, if you did not complete your 15-hour CPE requirement in 2012, you must complete 30 hours in 2013 to become current with the IRS. Tax professionals that did meet the deadline will only need the standard 15-hours in 2013. A full explanation has been posted on the IRS Facebook page. Thu, 10 Jan 2013 11:20:00 GMT blog/american-taxpayer-relief-act-free-summary-download/ blog/american-taxpayer-relief-act-free-summary-download/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Architecture_WhiteHouse_01.jpg President Obama on January 2 signed the American Taxpayer Relief Act of 2012 (HR 8 ). The new law makes permanent Bush-era tax rates for individuals and couples with annual income of $400,000 and $450,000, respectively. The law also permanently indexes the alternative minimum tax for inflation, continues Medicare payment reimbursement rates for physicians and extends unemployment insurance benefits for one year. The law does not continue the 2012 reduction in employment tax rates from 6.2 percent to 4.2 percent. ClientWhys has compiled a free 8-page professional summary for CPAs, Enrolled Agents and Tax Professionals.  Tue, 08 Jan 2013 11:16:00 GMT blog/cpe06211-health-care-provisions-online-cpe-course/ blog/cpe06211-health-care-provisions-online-cpe-course/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CPE062.jpg Just updated for the new tax law changes, this course examines the various provisions of the 2010 Health Care Legislation that impact individuals and small businesses. The material is presented in chronological effective date order beginning with the 2009 retroactive provisions and continuing through to 2018. This course is a must for all practitioners who need to understand what is effective now and what is to come later so clients can be aware and prepare for future health care liabilities and failure to comply penalties. Tue, 08 Jan 2013 11:13:00 GMT blog/american-taxpayer-relief-act-of-2012-content-for-your-website-newsletter-blog-and-social-media-sites/ blog/american-taxpayer-relief-act-of-2012-content-for-your-website-newsletter-blog-and-social-media-sites/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/contentsample_02.jpg We have just released a client summary of the recently passed American Taxpayer Relief Act of 2012. This article is available now to our website, blog, and email newsletter clients. This comprehensive article is perfect for current clients and prospects and is a perfect marketing communication before tax season. Tue, 08 Jan 2013 11:09:00 GMT blog/clientwhys-releases-the-latest-in-responsive-website-design-for-tax-accountants/ blog/clientwhys-releases-the-latest-in-responsive-website-design-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Responsivesample.jpg ClientWhys has added two more template options to our mobile optimized responsive design suite. Corporate and Solace are now available to all users. Responsive website design provides an optimal user experience -- easy reading and navigation with a minimum of resizing, panning and scrolling -- across a wide range of devices (from desktop computer monitors to mobile phones). Tax professionals, accountants and CPAs can fully customize the look of their websites using our easy-to-use editing tools. Look like a marketing genius in just minutes. Our system comes loaded with tax and financial content, an auto-newsletter campaign, plug-ins and much more to help you take your practice to the next level. Thu, 27 Dec 2012 10:50:00 GMT blog/irs-rtrp-and-enrolled-agent-ptin-contact-information/ blog/irs-rtrp-and-enrolled-agent-ptin-contact-information/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05_01.jpg The following is helpful information for tax preparers contacting the IRS about the PTIN program. We have found that if the main 877 line is busy, using the international phone number will get you to a live person faster.  Wed, 26 Dec 2012 10:32:00 GMT blog/four-must-do-practice-management-tips-for-2013/ blog/four-must-do-practice-management-tips-for-2013/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000020388105XSmall.jpg With the flood of new tax law changes and increased client tax liability, it is more important than ever to provide your clients with proactive advice. With businesses built on word of mouth, your easiest and most cost-effective way to grow your business is to concentrate on the audience you already have. Wed, 19 Dec 2012 17:19:00 GMT blog/rtrp-and-enrolled-agents-need-to-meet-their-cpe-requirements-by-december-31-2012/ blog/rtrp-and-enrolled-agents-need-to-meet-their-cpe-requirements-by-december-31-2012/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_05.jpg The annual CPE countdown has begun, as the December 31st IRS Enrolled Agent and new RTRP (Registered Tax Return Preparer) deadline fast approaches. ClientWhys has developed tax update programs specifically for each of these professions. You'll find that no other CPE provider better prepares you for the tax season or offers as much practical and useful information! Mon, 10 Dec 2012 11:57:00 GMT blog/product-update-welcome-to-responsive-design/ blog/product-update-welcome-to-responsive-design/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/WDHomePageresponsive.jpg We have started to release our latest responsive website designs for CPAs and tax and accounting professionals. Built for the modern web of mobile phones and tablets, our latest releases will make you the talk of the town. They are responsive, which means they fit the screen size of your reader. Our unique designs include our integrated blog feed loaded with timely articles and planning tips. Each layout includes targeted banner campaigns to communicate to your audience. So whether you are marketing virtual accounting services or tax preparation, we have a campaign already built for you. Stop stressing about your website and get on with what you do best. Fri, 16 Nov 2012 13:00:00 GMT blog/clientwhys-marketing-content-casualty-and-disaster-losses/ blog/clientwhys-marketing-content-casualty-and-disaster-losses/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000013843783XSmall.jpg With an estimated 50 billion in damages on the East Coast, super storm Sandy is sure to increase the use of casualty and disaster losses. CPA and tax professional subscribers to ClientWhys' blog feed already have updated information that can be shared with clients and local publications. Making sure your clients understand the options can help bring at least some relief.  Mon, 05 Nov 2012 14:33:00 GMT blog/clientwhys-in-the-news-cfo-magazine-article-about-qr-codes/ blog/clientwhys-in-the-news-cfo-magazine-article-about-qr-codes/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cfo_logo.jpg CFO magazine recently covered the use of QR codes in accounting. The article, titled "Auditors, CFOs Boost Their IQs on QR Codes" highlights how the codes are increasingly being applied to business services, including accounting. ClientWhys is quoted within the article. Mon, 05 Nov 2012 10:14:00 GMT blog/what-tax-accountants-can-learn-from-sandy/ blog/what-tax-accountants-can-learn-from-sandy/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000021677658Small.jpg I first heard about Sandy on October 25, after reading a post from a meteorologist who dubbed the tropical storm “Frankenstorm.” While we are based in California, we have staff across the country, including two of our seminar speakers, who are based on the east coast. So what seemed like an event that was 2,700 miles away started to feel much closer. The next issue was reviewing our backup plans with our cloud-based systems and our VoIP provider. As a cloud-based business, ClientWhys is directly affected by issues such as power outages, Internet provider interruptions and hardware failures. We choose our partners wisely, working with best-in-class vendors like Rackspace, who really understand what 100% up time means. Thu, 01 Nov 2012 13:59:00 GMT blog/introducing-clientwhys-connect-a-personalized-client-portal-designed-for-the-modern-web/ blog/introducing-clientwhys-connect-a-personalized-client-portal-designed-for-the-modern-web/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/portalpreview550_01.jpg Designed exclusively for CPAs, tax accountants, and mortgage and financial professionals, ClientWhys Connect offers independent professionals a cloud-based system with which to manage client relationships and communicate securely with clients. Unlike generic file sharing tools, ClientWhys Connect provides professionals with branded client portals that organize each client's documents and conversations on one secure platform, helping professionals easily comply with state and federal privacy laws. Tue, 30 Oct 2012 12:30:00 GMT blog/clientwhys-hosting-hurricane-update-rackspace-report/ blog/clientwhys-hosting-hurricane-update-rackspace-report/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/rackspacelogo.jpg As hurricane Sandy starts to move ashore and disrupt commerce on the east coast, our email and hosting vendor Rackspace, has released an update on their Virginia facilities.   Mon, 29 Oct 2012 10:23:00 GMT blog/the-ctec-cpe-renewal-deadline-is-only-days-away/ blog/the-ctec-cpe-renewal-deadline-is-only-days-away/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ctec2a_01_01_01_01_01.gif The California Tax Education Council (CTEC) renewal deadline is fast approaching. This year California Tax Professionals need to make sure their Continuing Professional Education (CPE) is accepted by both the IRS and CTEC. The IRS requires 15-hours of study, while CTEC requires 20-hours. Make sure you have your CTEC number and IRS Pin number available when completing your education.  Fri, 26 Oct 2012 11:26:00 GMT blog/clientwhys-product-updateapplications-for-the-mobile-web/ blog/clientwhys-product-updateapplications-for-the-mobile-web/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/blogtopimage.jpg If you have been following the downs of Facebook and the highs of Apple, you have read about the emergence of mobile and tablet devices as a primary form of communication going forward. Studies suggest that in 2013, over 50% of email and searching will start from mobile devices. We identified this trend last year when we started the revamp of our suite of web applications. We started from the ground up and have redesigned our platform for the modern web. The challenges we faced through this upgrade have been numerous, given the huge advancements in browser capabilities and the never-ending assortment of screen sizes. But we are delivering a system that is easier to use and built for marketers of the future, not the past. Thu, 25 Oct 2012 18:18:00 GMT blog/secure-the-conversation/ blog/secure-the-conversation/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000020317880XSmall.jpg I just finished a six-month mortgage refinance. What was disturbing about the experience, other than it taking six months, was that the major-brand bank did not have a secure way of collecting documents or messages from me. Worse yet is that all the communication was done through email and was hard to organize. I actually used our own lockbox product to send requested confidential tax returns and financial statements. This experience did give me enough inspiration to tailor some of the needs of mortgage professionals into our new portal product. Thu, 27 Sep 2012 12:48:00 GMT blog/whats-new-with-the-2012-big-book-of-taxes/ blog/whats-new-with-the-2012-big-book-of-taxes/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/b212.jpg The ClientWhys technical staff maintains the Big Book of Taxes year-round, adding regulations, rulings, and court cases in preparation for the next tax season. In addition to a constant stream of changes, we expand and highlight issues of significant importance during the year, such as the following: Mon, 24 Sep 2012 16:26:00 GMT blog/ctec-tax-preparer-renewal-cpe-deadline-is-fast-approaching/ blog/ctec-tax-preparer-renewal-cpe-deadline-is-fast-approaching/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ctec2a_01_01_01_01.gif Crunch time is upon us to comply with the new CTEC and IRS CPE requirements. The CTEC renewal deadline is October 31, 2012. Our low-cost, IRS Approved Krusemark courses are the best way to meet your annual CTEC/IRS CPE requirements. Mon, 24 Sep 2012 14:38:00 GMT blog/are-you-in-compliance-with-your-irs-firm-policy-manual/ blog/are-you-in-compliance-with-your-irs-firm-policy-manual/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/firmpolicymanual.jpg Many tax professionals are unaware of the IRS Circular 230 requirement that they have a set firm policy manual in place. This requirement is true for all paid tax professionals, including Enrolled Agents, CTEC Tax Preparers, RTRPs and CPAs. ClientWhys has developed a 48-page firm policy manual template (Word format) that can be personalized to bring your firm into compliance. Save time, while protecting you and your firm of non-compliance. Thu, 20 Sep 2012 17:41:00 GMT blog/irs-continuing-education-reporting-ptin-errors/ blog/irs-continuing-education-reporting-ptin-errors/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_CE_Provider_Logo_Color3.jpg The new IRS Continuing Education Reporting program is off and running. ClientWhys started reporting the results to the IRS for our tax update CPE clients last month. The bad news is the high percentage of reports that are being rejected by the IRS. The biggest reasons for the rejections are incorrect PTIN numbers and last names that do not match up with the registered preparer. Just as a passport must match the traveler on an airline, the IRS expects the information the CPE provider sends over to match the IRS PTIN database. Any discrepancies will cause the IRS not to accept the reporting.  Wed, 12 Sep 2012 16:46:00 GMT blog/godaddy-outage-and-website-hosting/ blog/godaddy-outage-and-website-hosting/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/godaddlogo.jpg ClientWhys customers, whose domain registrar is GoDaddy, may be experiencing website downtime. GoDaddy is aware of the issue and they are working on it. Though their corporate website is down as well. ClientWhys will continue to monitor the situation. Customers who manage their email and DNS directly with ClientWhys are not affected by this outage. Mon, 10 Sep 2012 15:46:00 GMT blog/the-difference-between-pop-and-imap-email-settings/ blog/the-difference-between-pop-and-imap-email-settings/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IMAPImage.jpg This is one of the first decisions you need to make when using web based email through Outlook or other devices. IMAP is becoming the more preferred method, since it gives you complete access to all email and all email folders, from multiple computers or mobile devices. Since this is a question we hear often, we are sharing this tutorial from our preferred email provider, Rackspace.  Mon, 10 Sep 2012 10:45:00 GMT blog/3-hour-federal-tax-update-cpe-course-for-rtrps-and-crtps/ blog/3-hour-federal-tax-update-cpe-course-for-rtrps-and-crtps/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_CE_Provider_Logo_Color_04.jpg This 3 hour cpe course is designed for IRS RTRPs and CTEC tax professionals who are short 3 hours of their tax law update cpe requirement. This self-study course, includes an easy-to-use eBook and PDF version of the course material. The final exam includes 15 questions and provides instant results and cpe certificate. Thu, 23 Aug 2012 16:46:00 GMT blog/california-tax-preparers-crtps-face-new-guidelines-in-terms-of-continuing-education/ blog/california-tax-preparers-crtps-face-new-guidelines-in-terms-of-continuing-education/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/check.jpg In an effort to protect taxpayers, the IRS has released new requirements for paid taxpayers throughout the country. California already has its own agency, the California Tax Education Council (CTEC), to register and monitor paid tax preparer activities. CTEC has followed the IRS continuing education requirements of 15 hours per year plus it has added a 5-hour California-focused course. In addition, CTEC tax preparers must pass the new IRS competency test by the end of 2013. Fri, 20 Jul 2012 14:03:00 GMT blog/case-study-the-power-of-viral-marketing/ blog/case-study-the-power-of-viral-marketing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/PatchVideo.jpg I crossfit. If you know anyone else who does, then you know we can be a passionate bunch. Recently, one of our Malibu Crossfit members, 66-year-old Pepperdine professor Laurie Nelson qualified for the Crossfit Games. The games are a big-time ESPN-covered event featuring the fittest athletes in the world. I used one of the marketing strategies I have provided on our blog by pitching Laurie's story to my local Malibu Patch. What transpired next is a perfect example of how communication and modern marketing play out. Thu, 19 Jul 2012 12:58:00 GMT blog/new-content-for-tax-accountant-marketing-health-care-law-middle-class-tax-cuts/ blog/new-content-for-tax-accountant-marketing-health-care-law-middle-class-tax-cuts/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/100potential.jpg We have added two new articles that highlight the tax issues of the Affordable Care Act and President Obama's middle class tax cuts. These are articles are included in our tax blog feed. Many of our proactive professionals use this content to communicate with clients via email and social media. A helpful inbound linking strategies would be to comment on other blogs to create inbound traffic and better seo results. Wed, 18 Jul 2012 17:09:00 GMT blog/is-your-web-site-built-for-search-engines-or-for-your-readers/ blog/is-your-web-site-built-for-search-engines-or-for-your-readers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000019934933XSmall.jpg Occasionally, we will run across a Web site or prospect who is heavily influenced by a search engine optimization promoter. This individual may have heard at a seminar that internal linking of keywords or even link exchanges will make him or her successful. So, the question is “Who are you building your Web site for, your clients and prospects or the search engines?” I would hope you answer “my clients and prospects,” but not everyone does.  Mon, 16 Jul 2012 13:11:00 GMT blog/new-content-for-tax-accountant-marketing-2012-year-end-tax-planning-strategies/ blog/new-content-for-tax-accountant-marketing-2012-year-end-tax-planning-strategies/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000019998849XSmall.jpg We have added a new article that highlights some of the year-end tax planning strategies your clients can use to minimize their tax liability. This article is loaded under Tax Central, Tax Planning Strategies and can be linked to by commenting on other blogs, sent to readers via email or added to your social media sites. Tue, 10 Jul 2012 11:32:00 GMT blog/so-what-happened-to-the-krusemark-pub-17-cpe-course/ blog/so-what-happened-to-the-krusemark-pub-17-cpe-course/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000008632312XSmall.jpg Effective January 1, 2012, the IRS stopped approving CPE courses that used IRS publications as their study material. The logic was they wanted something more substantial from CPE providers. ClientWhys has been developing self-study tax update courses for over 25 years. All we had to do was reposition some of our other material to fit the new IRS requirements. Our packages include ethics, tax law updates, and general reviews of hot subjects like debt cancellation, AMT, health care provisions, foreign reporting, and much more. No one will have you more prepared for tax season than ClientWhys. Fri, 06 Jul 2012 11:17:00 GMT blog/tax-professionals-need-to-prepare-for-the-tax-ramifications-of-the-upheld-health-care-legislation/ blog/tax-professionals-need-to-prepare-for-the-tax-ramifications-of-the-upheld-health-care-legislation/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/healthcare.jpg With the recent Supreme Court ruling, tax professionals need to prepare their clients for the tax ramifications that are fast approaching. ClientWhys has developed the "Health Care Provisions Online CPE Course" providing CPAs, Enrolled Agents, RTRPs and CTEC Tax Preparers 2-hours of CPE credit. Tue, 03 Jul 2012 10:43:00 GMT blog/simple-facebook-marketing-tip-for-cpas-and-tax-accountants/ blog/simple-facebook-marketing-tip-for-cpas-and-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000019473221XSmall.jpg In studying the results for ClientWhys social media customers, one thing is clear, just reposting other website articles is less likely to get "Likes" and reader comments. We have observed the most success in shorter posts written specifically for facebook. Tax tips, personal finance issues, tax law changes and famous quotes have provided much more social interaction that just reposting an Accounting Today article. If your facebook page is not providing feedback like displayed below, it might be time to upgrade your social media marketing efforts.   Tue, 03 Jul 2012 10:36:00 GMT blog/do-you-need-to-take-the-irs-competency-test-take-it-in-las-vegas/ blog/do-you-need-to-take-the-irs-competency-test-take-it-in-las-vegas/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/lasvegas.jpg The IRS is promoting the option of taking the IRS competency test in Las Vegas during the Las Vegas IRS Nationwide Tax Forum.  They also have test centers within 20 miles of all Tax Forum locations. Register for a Forum and then reserve your test slot. Stand out among your peers by becoming a Registered Tax Return Preparer (RTRP) this summer. Fri, 29 Jun 2012 17:04:00 GMT blog/should-you-reserve-a-domain-name-under-the-new-accountants-extension/ blog/should-you-reserve-a-domain-name-under-the-new-accountants-extension/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000019333241XSmall.jpg Unlike the physical world where you can run out of land to build, online real estate has been greatly expanded with the coming launch of .cpa, .accountants, .finance and .tax domain extensions. Should a CPA firm, Tax Preparer or Accountant reserve a place in this new real estate depends on whether you need to protect your brand or see an opportunity to improve on your current url. For example newyork.cpa may be a better domain name than what you currently are using. Many of the domain registrars like enom are already starting watch lists for the new extensions so you can acquire your choice quickly on release. Just one more issue to add to your marketing calendar. Thu, 28 Jun 2012 10:50:00 GMT blog/case-studyhow-a-burbank-cpa-uses-automated-appointment-reminders-to-reduce-no-shows-and-improve-profitability/ blog/case-studyhow-a-burbank-cpa-uses-automated-appointment-reminders-to-reduce-no-shows-and-improve-profitability/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000014847508XSmall.jpg Burbank Certified Public Accountant (CPA) Ara Haddadian has this to say about the ClientWhys Automated Appointment Reminder System: "I have received some really good feedback about the online appointment scheduler from my website.  Clients really like to be able to see my availability and schedule directly instead of having to call in.  It has given them additional choices in scheduling a convenient time that works for their schedule.  I have also received feedback saying that it shows that I am on top of my game.  The confirmation emails and the appointment reminder emails have also helped to keep no-shows to a minimum.  Rescheduling is easy and convenient.  I have used the online appointment system for about 80% of my new clients, and it really has helped me to keep costs low and to work more efficiently." Wed, 27 Jun 2012 10:48:00 GMT blog/four-ways-to-use-the-cloud-to-save-money-running-your-tax-accounting-practice/ blog/four-ways-to-use-the-cloud-to-save-money-running-your-tax-accounting-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000018938602XSmall.jpg There is quite a bit of hype in business journals about using the cloud to run your practice. Both sides of the argument seem to be valid. To help you make an informed decision, I am going to break down what the cloud is and why it may offer you a way to save money running your business. Mon, 25 Jun 2012 13:30:00 GMT blog/are-tax-preparers-cutting-the-deadline-for-the-irs-competency-test-too-close/ blog/are-tax-preparers-cutting-the-deadline-for-the-irs-competency-test-too-close/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000016973332XSmall.jpg The early news from the IRS reports that fewer than 5,000 tax preparers have taken the competency test to date. With an expected 350,000-plus tax preparers who are eligible for the new IRS program, there appears a serious challenge to get everyone tested in time, year-end 2013. Wed, 20 Jun 2012 17:50:00 GMT blog/why-does-content-marketing-work-so-well-for-cpas-and-tax-accountants/ blog/why-does-content-marketing-work-so-well-for-cpas-and-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ContentMarketing_01.jpg There is a shift in what works for building brands and long-term relationships with clients. The traditional push-and-interrupt marketing techniques of the past are being replaced with using valuable content that will position you as the industry expert. Thu, 14 Jun 2012 10:28:00 GMT blog/google-apps-for-tax-accountants/ blog/google-apps-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/GoogleApps.jpg Many of our CPA and Tax Accounting firms are looking to upgrade to Google Apps for business. If you are currently using Microsoft Exchange this can reduce your IT costs substantially. Fri, 08 Jun 2012 15:03:00 GMT blog/do-tax-accountants-need-a-mobile-version-of-their-website/ blog/do-tax-accountants-need-a-mobile-version-of-their-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/MobileWebsites_01.jpg According to the Comscore “2012 Mobile Future in Focus” report, nearly 42 percent of all U.S. mobile subscribers now use smartphones. Even more impressive is that tablet usage surged to more than 40 million users. As this trend continues to increase, web designers will have to start migrating web design to fit this growing audience. Thu, 07 Jun 2012 16:09:00 GMT blog/how-google-local-is-changing-word-of-mouth-marketing/ blog/how-google-local-is-changing-word-of-mouth-marketing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Googlelocal.jpg CPAs and tax accountants' businesses are built primarily on referrals and word of mouth. The continued integration by Google of search results, reviews and Google+ is expediting the need for professionals to have a presence on social media websites. We recently launched our local media marketing package for just this type of technology advance. Watch the video below to get a better understanding of how social media and Google searches are becoming one. If you don't have a presence on the Google+ local platform, you will be missing out. Thu, 07 Jun 2012 14:47:00 GMT blog/adding-track-my-refund-to-your-tax-accountant-website/ blog/adding-track-my-refund-to-your-tax-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Trackyourrefund2.jpg One of the best ways to cut down on client calls is to add a track my refund link on your tax accounting website. The IRS and state tax websites include these tools online. If you are building this on your own, you will need to find all of the applicable websites and links. Tue, 05 Jun 2012 16:56:00 GMT blog/four-reasons-why-print-newsletters-should-have-a-place-in-your-marketing-budget/ blog/four-reasons-why-print-newsletters-should-have-a-place-in-your-marketing-budget/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/printnewsletters.jpg Just because tax season is over doesn't mean you should stop communicating with your client base. The stronger the client relationship, the more referrals, the higher the fees, and the better the communication between you and your client is likely to be. The growth of digital client communications for CPA and tax accounting firms has definitely provided more opportunities for you to touch your clients. Thu, 10 May 2012 14:26:00 GMT blog/use-a-facebook-raffle-to-drive-word-of-mouth-marketing-results/ blog/use-a-facebook-raffle-to-drive-word-of-mouth-marketing-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/fb_sweepstakes.jpg One of our savvier CPA firms recently finished its first Facebook tax season marketing raffle (or commonly referred to as sweepstakes). While similar marketing promotions have been tried in the past through traditional media, this firm used social media and Facebook as the hub of its offering. Fri, 04 May 2012 10:43:00 GMT blog/preparing-for-the-irs-competency-test/ blog/preparing-for-the-irs-competency-test/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_04_01.jpg There has been quite a bit of discussion within the CTEC and the IRS Tax Preparer community about how to prepare for the IRS competency test. The competency test includes 120 questions and covers the 1040 and ethics. The length of the test is 2.5 hours and costs $116. One of our product specialists took the test last month and thought it was very straightforward and relatively easy to pass. It is a open-book test, with the PUB 17 and the 1040 instructions provided at the testing center. Our recommendation at this point, is to take your annual CPE tax update course first, than schedule an appointment to take the test. If you feel you need additional preparation, the outline of the test sections are provided by the IRS below, although our feedback so far is that, if you are a practicing tax preparer, you will not need additional preparation. Tue, 01 May 2012 17:30:00 GMT blog/make-local-search-marketing-your-first-off-season-marketing-project/ blog/make-local-search-marketing-your-first-off-season-marketing-project/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/localsearch.jpg Internet searches and online marketing have fundamentally changed the way consumers find information about you and your business. While traditional search optimization is still an important factor in your firm's visibility, local directories and local searches such as Google Places have taken a dominant position in your marketing needs. Tue, 01 May 2012 16:01:00 GMT blog/how-to-use-commenting-to-become-the-expert-in-your-area/ blog/how-to-use-commenting-to-become-the-expert-in-your-area/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/comment.jpg The tax accounting professional operates a pure service business, which means your reputation, relationships, and expertise have a direct bearing on your success. One of the easiest ways to strengthen your reputation is to comment on local blog, newspaper, and social media articles where you can add to the conversation. This can help you in a number of ways that I discuss below. Thu, 26 Apr 2012 13:17:00 GMT blog/updated-foreign-related-reporting-issues-fbar-online-cpe-course/ blog/updated-foreign-related-reporting-issues-fbar-online-cpe-course/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cpe113.jpg The Foreign Account Reporting Requirements (FBAR) is a hot issue for all tax preparers. After completing this tax CPE course, the student will understand the many reporting requirements for foreign transactions, accounts, assets etc., including: Financial Crimes Network, Foreign Account Reporting Requirements (FBAR), Reporting Requirements for Individuals With Foreign Assets, Reporting Receipt of Foreign Gifts, Reporting Ownership or Transactions with Foreign Trusts, Canadian Registered Retirement Savings and Income Plans, Annual Information Return for Foreign Trusts With a U.S. Owner, Tax On Nonresident Alien Gifts of Property Situated in the U.S, Foreign Source Pensions, Foreign Rental Property, Foreign Pensions and 2013 FACTA Implementation Awareness. Wed, 25 Apr 2012 17:53:00 GMT blog/california-ftb-self-employment-deduction-change-will-trigger-tax-adjustment-letters/ blog/california-ftb-self-employment-deduction-change-will-trigger-tax-adjustment-letters/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/FTBLogo_01.jpg Some self-employed individuals will be receiving an adjustment letter from the California Franchise Tax Board (FTB). This notice will require the payment of a small amount of additional state tax. Tue, 24 Apr 2012 14:48:00 GMT blog/the-tax-update-continuing-education-program-that-keeps-on-teaching-year-round/ blog/the-tax-update-continuing-education-program-that-keeps-on-teaching-year-round/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000015370055Small.jpg At ClientWhys, we go the extra mile for our students, providing them a comprehensive tax update bundle in both live seminar and self-study formats. Mon, 23 Apr 2012 18:10:00 GMT blog/what-do-you-do-if-google-blacklists-your-domain-name/ blog/what-do-you-do-if-google-blacklists-your-domain-name/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000016206240XSmall.jpg I have had two clients, whom we could not get ranked by Google search, regardless of what we did. Both clients had Web sites with other vendors prior to moving on to us, so we were not sure about the previous activity or "techniques" used to build the site. I spent hours and hours attempting different approaches. Normally, our sites show up on page 1 or 2 for our keywords within a number of weeks. A recent client ranked on page 1 of Bing and Yahoo but was non-existent on Google. We had verified the domain name using webmaster tools. We had even tweeted and blogged about the client with links to his or her Web site to no avail. The site included a valid sitemap; thus, all of the normal problem areas were not an issue. I then began looking deeper into Google support forums and found the instructions for what Google calls a reconsideration. Apparently, the domain name had lapsed at one point, and a Canadian pharmaceutical company had taken it over with illegal RX advertising. Mon, 23 Apr 2012 12:51:00 GMT blog/california-real-property-tax-deductionwhere-do-we-stand-now/ blog/california-real-property-tax-deductionwhere-do-we-stand-now/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000015398858XSmall.jpg Last year, long before the beginning of the 2011 tax season, the FTB initiated a new compliance program that required every California county real property tax bill to be carefully analyzed to determine what portion of the taxes levied were deductible. Fri, 20 Apr 2012 10:49:00 GMT blog/do-bing-and-google-use-data-from-social-media-sites-in-determining-their-search-results/ blog/do-bing-and-google-use-data-from-social-media-sites-in-determining-their-search-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/seo3.jpg Many of our CPAs and Tax Accountants are hesitant in using social media to market their practices. We usually discuss the Facebook success stories and they are convinced quickly enough.  However, Bing and Google have hinted several times that they use the data from social media in their search results. Meaning, the more people talking about you and linking to your website, the better the benefit within the search results. One of our clients now has over 50 unsolicited positive reviews on their Facebook fan page alone. They are well  on their way to building a exceptional reputation! We have included a video below with the Google take on the issue. Thu, 05 Apr 2012 17:32:00 GMT blog/tax-accountants-should-be-careful-not-to-overthink-search-engine-optimization-seo/ blog/tax-accountants-should-be-careful-not-to-overthink-search-engine-optimization-seo/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/seo_2.jpg One trend we have seen in the last year is the explosion of “expert SEO” providers across the country. They usually contact clients by spamming them. Many do not even have their own domain names in their email addresses, which is a big red flag. These so-called experts just confuse the issue or use quick fixes that do not last long-term. One of the biggest mistakes we see is keywords being stuffed in webpage titles, body copy, and meta descriptions. While it is important that keywords be on the page (otherwise, Google cannot index your page for that subject), keyword stuffing can result in awkward prose that loses readers. Thus, over-emphasis on SEO can actually end up hurting your results. Wed, 04 Apr 2012 17:26:00 GMT blog/dealing-with-conflicting-ce-reporting-periods-for-ctec-and-the-irs/ blog/dealing-with-conflicting-ce-reporting-periods-for-ctec-and-the-irs/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CTECCPETrackerImage.jpg With the advent of the IRS Registered Tax Preparer Program, California Registered Tax Preparers (CRTPs) are faced with dual continuing education (CE) requirements to annually renew their registration with the IRS and CTEC. To make matters more complicated, the CTEC CE reporting period is November 1 to October 31 while the IRS reporting period is a calendar year--January 1 through December 31. Mon, 02 Apr 2012 18:41:00 GMT blog/tax-professionals-are-now-using-skype-for-client-tax-interviews/ blog/tax-professionals-are-now-using-skype-for-client-tax-interviews/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Skype.jpg This year we have seen more CPAs and Tax Accountants using skype for client tax interviews. The skype technology (and others like it) allow you to securely place calls to clients anywhere in the world. This can help in client retention when clients relocate or are traveling. All they need is a skype account and internet connection. The video below details how you can add the skype call buttons to your website. For more information visit the skype help section. Wed, 28 Mar 2012 17:47:00 GMT blog/marketing-for-accountants-new-idea-for-accountants-use-government-unclaimed-property-websites-to-build-client-good-will-and-find-new-prospects/ blog/marketing-for-accountants-new-idea-for-accountants-use-government-unclaimed-property-websites-to-build-client-good-will-and-find-new-prospects/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017466456XSmall_01.jpg Recently, while researching where a missing tax refund was located, I found the California unclaimed property search Website. While I couldn't track down my missing tax refund (perhaps because the government owes it), I did find unclaimed property listings totaling almost $1,000 from a previous escrow and phone bill refund. I continued to research this topic, and found another nationwide Website that linked into all of the state unclaimed property Websites. Mon, 26 Mar 2012 10:43:00 GMT blog/stock-transactions-reporting-1099b-can-be-a-nightmare/ blog/stock-transactions-reporting-1099b-can-be-a-nightmare/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/wallst.jpg Beginning with the 2011 tax return, reporting stock transactions has become significantly more complicated because of the new requirement for brokerage firms to track the purchase price of stocks acquired after 2010 and subsequent years and to include that information on the information-reporting document 1099-B. Wed, 21 Mar 2012 12:40:00 GMT blog/tax-professionals-need-legal-consent-when-filing-registered-domestic-partner-returns/ blog/tax-professionals-need-legal-consent-when-filing-registered-domestic-partner-returns/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/RDPconsentform_01.jpg Filing returns for California registered domestic partners (RDPs) has been a complicated topic on our tax technical support forum, CW Connect, this tax season. To make things easier for tax professionals, ClientWhys has developed a free, downloadable, fillable PDF worksheet and engagement letter, as well as a Sec 7216 Consent to Disclose agreement. Tue, 20 Mar 2012 17:37:00 GMT blog/marketing-for-accountants-what-are-qr-codes/ blog/marketing-for-accountants-what-are-qr-codes/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/QRcode.gif During the last few months, we have received quite a few inquiries from our CPA and tax accounting clients about QR Codes. QR Codes can be used to save information into a scannable barcode. Anyone with a smart phone (Android, iPhone, etc.) and a QR Code reader can scan the information. Even though QR Code usage is skewed to a younger audience, usage has picked up dramatically in the last year. The barcodes could include links to breaking tax alerts or your blog, your vCard for contact information, a link to a website, phone numbers, and much more. They also allow testing of different landing pages within direct marketing campaigns. Mon, 19 Mar 2012 10:59:00 GMT blog/receive-your-refund-faster-with-direct-deposit/ blog/receive-your-refund-faster-with-direct-deposit/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000003381132XSmall.jpg Want your refund faster? Have it deposited directly into your bank account. More taxpayers are choosing direct deposit as the way to receive their federal tax refunds. More than 79 million people had their tax refunds deposited directly into their bank accounts in 2011. It's a secure and convenient way to get your money in your pocket faster. Thu, 15 Mar 2012 13:48:00 GMT blog/what-the-facebook-timeline-update-means-to-your-tax-accountant-fan-pages/ blog/what-the-facebook-timeline-update-means-to-your-tax-accountant-fan-pages/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Facebook_01_01_01.jpg Facebook recently announced a mandatory change from the old interface to the new timeline look. This format change becomes mandatory on March 30th, 2012. ClientWhys has developed a couple of options to help manage this transition for our CPA and tax accounting professionals. Mon, 12 Mar 2012 17:02:00 GMT blog/streamlined-installment-agreements-raised-to-50000/ blog/streamlined-installment-agreements-raised-to-50000/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_03_01.jpg The IRS as part of it's “Fresh Start” initiative to help struggling taxpayers is making Installment Agreements available to more people. The Fresh Start provisions also mean that more taxpayers will have the ability to use streamlined installment agreements to catch up on back taxes. Mon, 12 Mar 2012 12:59:00 GMT blog/mastering-your-federal-tax-update-while-meeting-the-irs-rtrp-cpe-requirements/ blog/mastering-your-federal-tax-update-while-meeting-the-irs-rtrp-cpe-requirements/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_CE_Provider_Logo_Color_03.jpg There is a lot of confusion about the new IRS PTIN program and continuing education requirements. We have written a few blog articles breaking down the PTIN guidelines that may help clarify what is what.  Fri, 09 Mar 2012 11:08:00 GMT blog/meeting-the-irs-registered-tax-preparer-rtrp-2-hour-ethics-requirement/ blog/meeting-the-irs-registered-tax-preparer-rtrp-2-hour-ethics-requirement/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_CE_Provider_Logo_Color_02.jpg The new IRS 15-hour continuing education requirement includes a 2-hour Ethics CPE standard. Many live tax update seminars do not cover ethics, so it can be easy to forget your ethics hours. ClientWhys developed a 2-hour Ethics CPE course called Circular 230 & Preparer Regulations CPE to fill this need.  Thu, 08 Mar 2012 10:58:00 GMT blog/tax-season-headaches-caused-by-foreclosure-and-debt-relief-tax-problems/ blog/tax-season-headaches-caused-by-foreclosure-and-debt-relief-tax-problems/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CB116.jpg Our ClientWhys Connect Tax Technical Support Forum has been buzzing with questions about issues facing clients with foreclosure and debt forgiveness issues. While these issues are complex, we have broken them down into an easy-to-master, 3-hour Foreclosure and Debt Relief CPE Course. Providing accreditation for CPAs, IRS tax preparers, enrolled agents, and CTEC tax preparers, our comprehensive course is the must-have reference one needs to get through these difficult client situations.  Wed, 07 Mar 2012 10:54:00 GMT blog/two-quick-questions-to-ask-at-each-tax-appointment/ blog/two-quick-questions-to-ask-at-each-tax-appointment/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017918203XSmall_1_01_01.jpg The following may sound like common sense as a marketing for accountants best practice. But, it is something easily forgotten during the busy tax season. Client relationships are a CPA and Tax Accounting practice biggest asset, bar none. So why not take the time to manage your contact information using the following quick questions. Thu, 23 Feb 2012 11:58:00 GMT blog/beware-of-the-aicpa-tax-return-fraud-notification-email/ blog/beware-of-the-aicpa-tax-return-fraud-notification-email/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/AICPAFraudEmail_01.jpg There is a malicious email going around supposedly sent from the AICPA. Do not open this email and delete it from your email account. It references a notice of alleged assistance in tax return infringement. It claims failure to respond within the term will result in withdrawal of your CPA license. Just be careful this time of year of what you open. A sample of the email is displayed in this posting. Wed, 22 Feb 2012 10:41:00 GMT blog/browser-maintenance-101-clear-your-cache/ blog/browser-maintenance-101-clear-your-cache/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/chrome.jpg When you surf the web, accessing websites, files, images and other content, your browser caches, or stores, all that information on your computer. These files, which are called temporary Internet files, will quickly load each time you click the back or forward buttons. While this is convenient, you lose control over your privacy and these cached files will increase the amount of storage on your computer.  Tue, 21 Feb 2012 18:01:00 GMT blog/why-passwords-and-security-are-so-important-to-your-tax-accounting-practice/ blog/why-passwords-and-security-are-so-important-to-your-tax-accounting-practice/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/security_01.jpg We have recently heard of a few experiences where CPA and Tax Preparer email accounts have been hijacked. The harm this does to your business and finances can vary. Point blank...you need to protect your reputation and client data. If your email is ever hacked, change your password immediately. This includes other accounts where you may have used the same login. One of the best ways to minimize your risk is by following password and security best practices. We found this excellent article by Symantec that provides some insight into protecting yourself from unwanted harm. Tue, 21 Feb 2012 17:53:00 GMT blog/1099-k-business-return-reconciliation-eliminated/ blog/1099-k-business-return-reconciliation-eliminated/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_05.jpg The Housing and Economic Recovery Act of 2008 required third-party payment entities, such as credit card companies, to begin filing informational returns with the IRS reporting merchant card transactions, such as credit and debit card payments. The purpose was to give the IRS the ability to match a business’s credit and debit card sales with the amount the business reported on its tax return. Thu, 16 Feb 2012 10:25:00 GMT blog/taxbuzzcom-expands-tax-professionals-directory-with-free-professional-profiles/ blog/taxbuzzcom-expands-tax-professionals-directory-with-free-professional-profiles/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Taxbuzz230.jpg For a limited time, tax professionals can create a free professional profile to be displayed in the taxbuzz.com directory. Each month, thousands of visitors search taxbuzz.com and the library of valuable tips and informative articles. It is the first glimpse of a professional's practice for many consumers using this site to search for a tax accountant. Taxbuzz.com's inbound linking and social media connectivity help drive traffic to tax accountants' Web sites, Twitter accounts, and Facebook accounts. Thu, 09 Feb 2012 10:43:00 GMT blog/how-often-should-tax-accountants-communicate-with-clients-and-prospects/ blog/how-often-should-tax-accountants-communicate-with-clients-and-prospects/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CommuicateImage.jpg I hear the following from my customers from time to time, and it goes against everything I see from top producers: "I don't want to bother my clients by sending them a newsletter or other client communications." My guess is that you do not think you are sending them anything of value. But who wouldn't want to save on their tax bill? Perhaps Warren Buffet, but the rest of us would like to take every legal deduction possible. Thu, 09 Feb 2012 10:14:00 GMT blog/understanding-your-continuing-education-requirements/ blog/understanding-your-continuing-education-requirements/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_04.jpg Beginning for the 2012 calendar year, all tax preparers who are not exempt are required to complete 15 hours of continuing education. CPAs, attorneys, and Enrolled Agents are exempt from those requirements because they have more stringent CE requirements imposed by their licensing authority. Tue, 07 Feb 2012 11:14:00 GMT blog/power-of-attorneys-going-to-the-wrong-address2/ blog/power-of-attorneys-going-to-the-wrong-address2/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_03.jpg Several practitioners have complained on “CWconnect”, the ClientWhys tax community, that their POAs were going to old addresses. In addition, there are instances where in audit, the examiner has questioned why the POA address is different from that on file.   Tue, 07 Feb 2012 11:11:00 GMT blog/when-must-the-registered-tax-preparer-examination-be-taken/ blog/when-must-the-registered-tax-preparer-examination-be-taken/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_02.jpg All non-exempt tax preparers must successfully pass the registered tax return preparer one-time competency examination on or before December 31, 2013. Those who pass the examination and the subsequent tax compliance check and suitability check receive the designation “Registered Tax Return Preparer” (RTRP). Mon, 06 Feb 2012 15:13:00 GMT blog/did-you-forget-to-renew-your-ptin/ blog/did-you-forget-to-renew-your-ptin/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03_01.jpg Paid preparers cannot prepare returns without a valid PTIN Mon, 06 Feb 2012 12:53:00 GMT blog/adding-photos-to-your-facebook-fan-page-drives-viral-marketing-results/ blog/adding-photos-to-your-facebook-fan-page-drives-viral-marketing-results/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Facebook_01_01.jpg We now have a large group of Tax Accountants nationwide using our Facebook Social Media Campaigner. We get to see close up of what works in getting clients to comment or add unsolicited testimonials. We have also noticed that the tax accounting firms who are more personable on their page, get more client interactivity and have larger followings.  Tue, 31 Jan 2012 13:07:00 GMT blog/add-a-tax-deadline-countdown-clock-to-your-tax-accountant-website/ blog/add-a-tax-deadline-countdown-clock-to-your-tax-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRSTaxClock2013.jpg Many of our website for accountants users like adding tax deadline countdown widgets to their websites. We have searched for a nice looking countdown clock and have been using Countingdownto.com for our client sites. They have a free option which is displayed below. You can go pro and alter the size and color scheme for a nominal fee. They will provide you with embed code that can easily be added to your website. If you are a current ClientWhys client and want us to add the countdown clock, please email help@clientwhys.com with 'Please add the countdown clock to my website' in the subject line. FREE COUNTDOWN WIDGET Mon, 30 Jan 2012 16:41:00 GMT blog/clientwhys-releases-new-irs-registered-tax-return-preparer-tax-cpe-courses/ blog/clientwhys-releases-new-irs-registered-tax-return-preparer-tax-cpe-courses/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_CE_Provider_Logo_Color_01.jpg ClientWhys (IRS Provider #VP8T3), one of the leading tax update CPE providers in the country, just released the 2012 editions of their new IRS approved continuing education courses. Thu, 12 Jan 2012 13:14:00 GMT blog/is-your-ptin-renewed-ready-for-the-new-tax-preparer-education-requirements-what-about-the-competency-test/ blog/is-your-ptin-renewed-ready-for-the-new-tax-preparer-education-requirements-what-about-the-competency-test/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_CE_Provider_Logo_Color.jpg Have You Renewed Your PTIN? Just to remind you, unless you have already renewed your PTIN, it expired on December 31, 2011, and you cannot prepare returns once your PTIN has expired! Tue, 10 Jan 2012 18:00:00 GMT blog/whats-a-blog/ blog/whats-a-blog/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000018388839XSmall.jpg A blog is a type of website or part of a website that is updated with new content from time to time. Frequency can vary, but nothing keeps readers away like dated content. Blogs are usually maintained by an individual or company with regular entries of commentary, breaking news, or other material such as graphics or video. They can be used to educate clients or to brand a business. Or both. Entries are commonly displayed in reverse-chronological order.  Tue, 27 Dec 2011 10:23:00 GMT blog/social-media-101-for-accountants/ blog/social-media-101-for-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017918203XSmall_1.jpg Much has been written about the social media marketing explosion and whether it makes sense for CPAs and tax accountants to use the medium to market and communicate with their clients and prospects. Tue, 27 Dec 2011 10:20:00 GMT blog/clientwhys-holiday-schedule/ blog/clientwhys-holiday-schedule/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/holiday1.jpg Happy Holidays!   Fri, 23 Dec 2011 13:44:00 GMT blog/tips-to-make-your-tax-accountant-blog-work-for-you-1/ blog/tips-to-make-your-tax-accountant-blog-work-for-you-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017012186XSmall.jpg There are many reasons why a tax accountant blog can be effective in marketing your practice. The updated content is indexed by Google and will increase the visibility of your website. The timeliness of the articles will also create frequent visitors to your blog. It adds to your credibility as an expert in your field. Fri, 23 Dec 2011 10:26:00 GMT blog/use-email-to-gain-social-media-followers/ blog/use-email-to-gain-social-media-followers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/EmailGraphic.jpg Your email newsletter subscribers can be ambassadors for your brand, helping you gain new social media followers and spread your content beyond your existing audience. Fri, 23 Dec 2011 10:13:00 GMT blog/big-changes-in-tax-cpe-for-enrolled-agents-and-tax-preparers/ blog/big-changes-in-tax-cpe-for-enrolled-agents-and-tax-preparers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01_03.jpg Effective January 1, 2012, only continuing education offered by approved IRS providers will be acceptable education for meeting the continuing education requirements of Enrolled Agents, tax return preparers and RTRPs (tax return preparers who have passed the IRS examination). Thu, 22 Dec 2011 10:46:00 GMT blog/marketing-for-accountants-survival-guide/ blog/marketing-for-accountants-survival-guide/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017466456XSmall.jpg Our profession is still primarily a word-of-mouth referral business. Therefore, any marketing concepts that you utilize should start with your current clients and expand outward. I provide marketing consultations with literally thousands of CPAs, RTRP Tax Preparers, Enrolled Agents, and accounting firms across the country. It becomes very evident who is successful and why when you talk to them and observe practices they instill in their marketing communications.  Wed, 21 Dec 2011 16:00:00 GMT blog/tax-accountant-password-policy-best-practices/ blog/tax-accountant-password-policy-best-practices/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/security.jpg A password policy is a set of rules designed to enhance computer and web security by encouraging users to employ strong passwords. A password policy should be part of an accounting practice policy manual. Viruses, malware and hacking are major issues facing tax and accounting professionals. Guarding client and practice data from unwanted attacks can be helped by establishing company wide standards and keeping security software up-to-date. Tue, 20 Dec 2011 17:03:00 GMT blog/clientwhys-has-been-approved-to-offer-cpe-courses-and-credits-for-the-new-irs-registered-tax-return-preparer-rtrp-program/ blog/clientwhys-has-been-approved-to-offer-cpe-courses-and-credits-for-the-new-irs-registered-tax-return-preparer-rtrp-program/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/irsce_accreditor_logo_300x69.jpg ClientWhys (provider #VP8T3) is in the process of creating new continuing education (CPE) courses that will be released January 1, 2012. These tax update courses will meet the new CE requirements for the IRS RTRP program. ClientWhys will offer a bundled package that includes 2 hours of ethics, 10 hours of federal review and 3 hours of tax updates. Our comprehensive courses will include downloadable eBooks that can be used for reference purposes all tax season long. Fri, 16 Dec 2011 10:26:00 GMT blog/how-can-i-get-more-likes-for-my-tax-accountant-facebook-fan-page/ blog/how-can-i-get-more-likes-for-my-tax-accountant-facebook-fan-page/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Facebook_01.jpg One of the keys to success when using social media to connect with your audience is building a large and qualified following. Clientwhys offers a turnkey social media program for CPAs and Tax Accountants that manages the entire process. Here is a tool that you can use within Facebook to gain more likes.  Fri, 09 Dec 2011 16:28:00 GMT blog/new-irs-federal-registered-tax-return-preparer-rtrp-cpe-guidelines-released/ blog/new-irs-federal-registered-tax-return-preparer-rtrp-cpe-guidelines-released/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01_01.jpg The Internal Revenue Service has announced the standards to become an IRS-approved continuing education (CE) provider and the requirements to become an IRS CE accredited organization.  The guidance paves the way for the implementation of new CE requirements for certain tax return preparers starting next year. Thu, 08 Dec 2011 10:20:00 GMT blog/how-will-the-us-post-office-shakeup-affect-your-tax-return-presentations/ blog/how-will-the-us-post-office-shakeup-affect-your-tax-return-presentations/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/lockbox_01_01.JPG Change is coming for tax professionals, whether you like it or not. The upcoming increases in postage and slowing of delivery will affect your client service and costs if you stay status quo with the way you process returns for clients. The Internet has fundamentally changed the way we do business. If you embrace these changes, you will find dramatic cost savings and improve your client service.  Wed, 07 Dec 2011 11:37:00 GMT blog/2011-tax-update-ethics-cpe-courses-for-enrolled-agents/ blog/2011-tax-update-ethics-cpe-courses-for-enrolled-agents/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/imgres.jpg The December 31st CPE deadline is fast approaching for enrolled agents. Lee Reams, Sr., EA, has authored several courses specific to enrolled agents to meet both your CPE requirements and prepare you for tax season. ClientWhys’ cost-effective course options include the industry-leading Big Book of Taxes and three options for Enrolled Agent Ethics. ClientWhys specializes in tax update courses and provides a more thorough review than found elsewhere. Visit our website at www.clientwhyscpe.com or click below for the individual course options.  Wed, 07 Dec 2011 11:28:00 GMT blog/registered-domestic-partner-disclosure-consent-and-conflict-of-interest/ blog/registered-domestic-partner-disclosure-consent-and-conflict-of-interest/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/RDPconsentform.jpg We have given some thought to the Sec 7216 disclosure requirements and conflict of interest issues as related to preparing RDP separate Federal tax returns. We have come to the conclusion that it may be appropriate to have the partners sign a consent to disclose their tax information to the other partner since for federal tax purposes the other partner is a third party. In addition, we feel there are potential conflicts of interest in preparing their separate Federal tax returns and the partners should be made aware of the potential for conflicts of interest. Mon, 05 Dec 2011 18:58:00 GMT blog/more-information-about-the-rtrp-competency-examination/ blog/more-information-about-the-rtrp-competency-examination/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01_01.jpg IRS has issued final regulations, accompanied by a news release and fact sheet, that provide additional details related to the registered tax return preparer (RTRP) competency examination. Mon, 05 Dec 2011 18:54:00 GMT blog/clientwhys-website-for-accountants-offers-built-in-holiday-greeting-ecards/ blog/clientwhys-website-for-accountants-offers-built-in-holiday-greeting-ecards/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SampleeCard.jpg As more and more communication goes online, the ability to easily manage your client communications becomes even more important. Obviously, being environmentally friendly and reducing your postage budget doesn't hurt either. ClientWhys' website for accountants, along with its email marketing system, is filled with eCards for all occasions: birthday wishes, holiday and thank-you eCards. Nothing could be easier than using one of our templates to create a card and delivering professionally designed messages to your target audience. Fri, 02 Dec 2011 10:21:00 GMT blog/are-bidding-sites-like-thumbtack-worth-your-time/ blog/are-bidding-sites-like-thumbtack-worth-your-time/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/logo_thumbtack_3.jpg Recently, we have seen a multitude of new directory sites that work somewhat like eBay for service providers. With Angie's List going public, awareness is even larger because of added media coverage. Thu, 17 Nov 2011 13:44:00 GMT blog/2011-federal-tax-update-courses/ blog/2011-federal-tax-update-courses/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000004333293XSmall_02_01.jpg In these online self-study courses, Lee Reams Sr. covers the hot topics and issues you need to review before tax season. Use our bundled packages to save, 10 hours for $79, 24 hours for $129 or unlimited cpe firm wide for $229. Tue, 15 Nov 2011 17:02:00 GMT blog/what-is-a-backlink-and-why-should-i-care/ blog/what-is-a-backlink-and-why-should-i-care/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Google.jpg One of the most important aspects of online marketing - which is foreign to most CPAs and tax accountants - is backlinking. A backlink is a hyperlink pointed to your website from another site, or it can also be a link within your site that connects one page to another. Backlinks are one of the keys of online marketing for savvy webmasters, and they are essential to your website ranking higher in the search engines. Tue, 15 Nov 2011 16:05:00 GMT blog/lockbox-drag-drop-now-for-chrome-and-the-latest-editions-of-firefox/ blog/lockbox-drag-drop-now-for-chrome-and-the-latest-editions-of-firefox/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/hd_lockbox_01.gif The latest upgrade of firefox changed the way they handled the file drag and drop technology for our secure file sharing lockbox. We had to update our lockbox code to handle these changes. We also enabled the drag and drop feature for Google Chrome browser users. We are releasing this update on 11-15. Please report any user issues or problems to help@clientwhys.com. Tue, 15 Nov 2011 10:30:00 GMT blog/what-does-social-media-have-to-do-with-promoting-your-tax-accounting-firm/ blog/what-does-social-media-have-to-do-with-promoting-your-tax-accounting-firm/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000017918203XSmall.jpg There still seems to be confusion on how CPA and tax accounting firms should tackle social media marketing. I talk to clients every day who are either afraid of social media or don't understand how it applies to their practice. Recent articles from CPA Trendlines review many of the issues that face firms today, creating a group of practices that are either slow to adapt to new technology or are not adapting it at all, and explain what this means for their futures. Google results are starting to pull up more and more social media sites on important keyword searches. So what does that mean to you? Fri, 11 Nov 2011 12:27:00 GMT blog/irs-ptin-registration-opens-with-problems/ blog/irs-ptin-registration-opens-with-problems/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01_01_01.jpg 2012 PTIN Registration opened on Wednesday with "you guessed it" PROBLEMS! Already one practitioner has told us that she was assigned a new PTIN instead of the one she has been using for years. Another firm called the IRS to report problems, and after an hour on the phone the caller was told that there were hundreds of practitioners who were having problems and it would be a couple of weeks before the problems would be straightened out.   Thu, 20 Oct 2011 10:57:00 GMT blog/adding-google-maps-to-your-tax-accountant-website/ blog/adding-google-maps-to-your-tax-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/preview.jpg All of ClientWhys websites include a link to Google Maps from the contact page of our websites for accountants. Some CPAs, Tax Preparers and Accountants want the map to be more prominent on their website. Making it convenient for clients to find your office is one of the primary functions of your website. Google allows you to embed the office map directly on your website. You can even control the dimensions. Wed, 19 Oct 2011 13:38:00 GMT blog/provide-better-client-service-across-social-media/ blog/provide-better-client-service-across-social-media/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/FacebookSocial_01.jpg Clients rely on Facebook, Twitter and Linked In, among other social applications to get information, solve problems and research companies and services. Is your tax accounting practice there with them? Or, are your marketing efforts bogged down with outdated infrastructure that doesn't meet you or your clients' needs? Mon, 17 Oct 2011 17:23:00 GMT blog/8-fastest-ways-to-build-facebook-followers/ blog/8-fastest-ways-to-build-facebook-followers/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/FacebookSample.jpg We have had great success with quickly attracting followers to our Facebook Fan Pages for CPAs and tax accounting professionals. This post talks about the 8 fastest ways to get more people to “Like” your Facebook Fan Page. I would really appreciate it if you shared these blog tips with your friends as well. Mon, 17 Oct 2011 16:50:00 GMT blog/ctec-renewal-cpe-deadline-is-just-14-days-away/ blog/ctec-renewal-cpe-deadline-is-just-14-days-away/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ctec2a_01_01.gif For those of you that are still in need of CTEC (California Tax Education Council) CPE for your October 31 renewal, we offer one of the most cost effective options available. Our Krusemark CPE course includes your federal, state and ethics requirements. Our easy-to-use self study version allows online test taking and retakes if needed. Once you score 70% or higher the system will automatically generate your CPE certificate and ClientWhys will report your hours to CTEC.org. You just need to send in your renewal information by October 31 to be in good standing. Mon, 17 Oct 2011 16:28:00 GMT blog/tax-accountant-seo-tune-up-for-tax-season/ blog/tax-accountant-seo-tune-up-for-tax-season/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SEO249.jpg We are offering our website customers a discounted Search Engine Optimization tune-up for the upcoming tax season. For $249 (a one-time setup fee), we will review your website and update the meta title, descriptions, h1 tags, and body copy of the entire website to properly fit your market and services. Our website for accountants always get well indexed, but we see times when the keywords do not match the market and adjustments need to be made. It takes time for Google to re-index the changes, so we suggest starting in autumn to prepare for the busy tax season. Wed, 12 Oct 2011 12:55:00 GMT blog/the-importance-of-com-in-your-domain-name/ blog/the-importance-of-com-in-your-domain-name/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/int.gif Maybe this blog article should be titled “The Risk You Take with .info in Your Domain Name.” While Google doesn’t go out and say it, recent experiences with a CPA website seems to say that a .info domain name is harder to get ranked than a .com. My belief is that since GoDaddy and others sell .info domains so inexpensively, that they are commonly used by spammers and content farms. This all has to do with the Search Engine Rank Position of .info compared to other top level domains like .com.  Fri, 07 Oct 2011 17:37:00 GMT blog/2011-big-book-of-taxes-update-self-study-cpe-course-has-been-released/ blog/2011-big-book-of-taxes-update-self-study-cpe-course-has-been-released/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/b211_01.jpg An extensive update has been completed to the Big Book of Taxes. Our comprehensive text provides 900+ pages of everything you need to know to prepare taxes in 2011 and beyond. It is more than just a federal tax update. It includes references and worksheets to help you get through the most difficult tax returns and is used as a reference year round. The Big Book of Taxes includes coverage of foreclosures, foreign reporting issues, gold and precious metals, domestic partners and much more. If you order the eBook edition you will receive access to updates throughout the year. The book offers CPE (continuing professional education) for CPAs, EAs and CTEC Tax Preparers. Thu, 06 Oct 2011 13:26:00 GMT blog/federal-tax-preparer-program-cpe-starts-january-1-2012/ blog/federal-tax-preparer-program-cpe-starts-january-1-2012/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01_01.jpg We have been getting quite a few calls about the new IRS requirement for PTIN and continuing education for all registered tax return preparers (RTRP). First let’s make a distinction between who is covered under the new program and who stays with their old guidelines. Wed, 05 Oct 2011 10:34:00 GMT blog/new-website-and-lockbox-client-portal-encryption-features/ blog/new-website-and-lockbox-client-portal-encryption-features/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Lockboxreset.jpg We have added some new security features to our websites for accountants product line. These features include some advanced encryption systems on the back-end for both the website and lockbox client portal. We have also added the ability for clients to reset their passwords from the lockbox login link on customers websites. The client will get an email to their main account and follow the link to reset their password. Administrators can reset passwords from the clients detail section within the lockbox. We hope that this self serve feature will cut down on client support calls. Tue, 04 Oct 2011 15:34:00 GMT blog/facebook-changes-and-rss-feeds/ blog/facebook-changes-and-rss-feeds/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Facebook.jpg If you have been following Facebook you will have noticed they have made a bunch of changes. The downside to change is when Facebook eliminates a feature they used to support. This appears to be the case with the RSS feeds and notes. According to the latest from Facebook, "you cannot import an RSS feed directly to your Facebook Page's notes, but if you'd like, you can explore external apps that provide this functionality for separate tabs on your page." ClientWhys uses Hootsuite for our customers as an external application that manages the RSS feeds for clients social media sites. We suggest you look at your previous settings and upgrade if your account stopped working. To learn more about how Facebook works for CPAs and Tax Accountants visit our previous blog article and video tutorial. Mon, 03 Oct 2011 17:46:00 GMT blog/get-the-most-out-of-your-tax-accounting-website-with-these-nine-cool-features/ blog/get-the-most-out-of-your-tax-accounting-website-with-these-nine-cool-features/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/WebsiteDesign1_610_01.jpg With over 1,000 subscribers to our websites for accountants, we often get support calls requesting features that clients already have loaded in their subscriptions. We have gathered some of the most often requested tools and some valuable features that successful practitioners are using every day.  Thu, 29 Sep 2011 10:51:00 GMT blog/case-studyhow-enrolled-agents-utilize-their-websites-to-communicate-to-their-chapter-members/ blog/case-studyhow-enrolled-agents-utilize-their-websites-to-communicate-to-their-chapter-members/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ChapterPromo.jpg ClientWhys started designing chapter websites after several tax accounting website customers wanted us to help their organizations as well. We made some changes on content and feature tools and started rolling out the chapter editions last year. Wow—what a success! We have taken the IT mystery and support out of the equation for chapter leaders. We offer a turnkey solution that includes website hosting, email support, email newsletters, a tax research center, technical support forums and secure document sharing.  Thu, 29 Sep 2011 10:26:00 GMT blog/one-easy-marketing-tip-to-dominate-your-local-market/ blog/one-easy-marketing-tip-to-dominate-your-local-market/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/PatchLogo.jpg I have previously written about Patch.com as a great way to become the expert in your local community. Whether you are a tax accountant, CPA, or enrolled agent, you can build your reputation with little effort. If you don't have a Patch yet in your neighborhood, you can probably expect to see one soon. Patch basically is reshaping the local newspaper model. These newspapers are driven by contributors who post blog articles and offer advice. By adding yourself to Patch, you will improve your inbound linking and SEO position of your accounting website while establishing yourself as the local expert. Tue, 27 Sep 2011 11:19:00 GMT blog/irs-issues-additions-guidance-related-to-ptin-renewal-suitability-testing/ blog/irs-issues-additions-guidance-related-to-ptin-renewal-suitability-testing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04_01.jpg Albeit a little slow, the IRS is finally providing additional information related to the renewal of the PTINs, the requirements for suitability testing and CPE requirements (Notice 2011-80). Here is a rundown: Mon, 26 Sep 2011 11:16:00 GMT blog/video-tutorial-covering-facebook-best-practices-for-cpas-and-tax-accountants-1/ blog/video-tutorial-covering-facebook-best-practices-for-cpas-and-tax-accountants-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/fb_feedback_01_01.jpg Social media allows you to cost-effectively converse with clients and prospects. You might think of it as an extension of your current tax and accounting newsletter. However, in using social media as marketing tools, the goal is to encourage others to comment on and share your posts. In this way, you gain a larger audience and exposure. Simply sharing articles from third parties does not get the results of our posts directly to your wall. We have compiled a video tutorial that goes through several best practices for CPAs and Tax Accounting firms. Tue, 20 Sep 2011 14:12:00 GMT blog/tax-update-mini-cpe-courses-now-available/ blog/tax-update-mini-cpe-courses-now-available/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000004333293XSmall_02.jpg We have been busy updating and writing new tax update cpe courses all summer long. In addition to our popular 900+ page Big Book of Taxes, we offer all of our courses in mini formats that can be bought individually or under a discounted bundled hour package. Mon, 12 Sep 2011 18:08:00 GMT blog/dont-forget-your-2-hour-ctec-ethics-requirement/ blog/dont-forget-your-2-hour-ctec-ethics-requirement/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ctec2a_01.gif CTEC now requires California Registered Tax Preparers to complete 2-Hours of Ethics for each renewal cycle. These hours are in addition to the normal state and federal requirements. Some California Tax Preparers have missed this requirement and are surprised when CTEC kicks back their renewal. Mon, 12 Sep 2011 17:55:00 GMT blog/irs-releases-specifications-for-the-tax-preparer-rtrp-exam/ blog/irs-releases-specifications-for-the-tax-preparer-rtrp-exam/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_04.jpg Last Tuesday, September 6, 2011, the IRS released the specifications for the upcoming RTRP exam. We have it on good authority that the examination is going to be relatively easy for competent and educated practitioners and doubt that a test preparation course would be needed. Mon, 12 Sep 2011 15:29:00 GMT blog/single-newsletter-pdf-downloads-are-back/ blog/single-newsletter-pdf-downloads-are-back/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/newsletterpdf.jpg Our Tax, Personal Finance and Accounting Article Library saves you time and money while providing your blog, website, client newsletter and social media sites with content that keeps your audience informed. We are your in-house copywriter and marketing expert for one low, monthly fee. Content is provided in PDF or Word formats. Mon, 12 Sep 2011 13:11:00 GMT blog/tips-to-make-your-tax-accountant-blog-work-for-you/ blog/tips-to-make-your-tax-accountant-blog-work-for-you/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/TaxBlogImage_01.jpg One of the best ways to make your Tax Accountant blog successful is to write about issues your audience and the search engines will find relevant. In other words, if you want people to read your posts, you need to make them more personal and talk about things your audience cares about: your unique services or your geographic area.  Fri, 09 Sep 2011 10:27:00 GMT blog/new-cpe-2011-beyond-federal-tax-update/ blog/new-cpe-2011-beyond-federal-tax-update/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cpe060.jpg Be prepared for tax season with this can't miss 4-hour federal update course.  Mon, 29 Aug 2011 16:45:00 GMT blog/how-often-are-you-communicating-with-your-clients/ blog/how-often-are-you-communicating-with-your-clients/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/fb_feedback_01.jpg Depending on your CPA or Tax Accounting practice, you may see your clients just once a year or once per week. Virtual CFO services vary greatly from those of tax preparation providers. What they both have in common is the need to communicate openly with clients to best serve everyone’s interests.  Tue, 16 Aug 2011 10:31:00 GMT blog/budget-control-act-of-2011-now-what-1/ blog/budget-control-act-of-2011-now-what-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Architecture_WhiteHouse.jpg The new Budget Control Act of 2011 may have resolved the debt ceiling stalemate in Washington, but it leaves us hanging as far as long-term tax planning goes. Although the first $1 trillion round of deficit reduction over fiscal years 2012 through 2021 does not include revenue hikes, the second $1.5 trillion reduction over the same time period could include some fundamental tax changes. Mon, 08 Aug 2011 12:25:00 GMT blog/new-ethics-for-california-cpas-cpe-course/ blog/new-ethics-for-california-cpas-cpe-course/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cpe012_01.jpg Brought to you by our friends at FER (Financial Education Resources), this comprehensive CPE course covers it all.  The California Board of Accountancy ethics requirement is a 2-part requirement. ClientWhys is offering the 4-CPE hour Ethics for California CPAs course online. The 4-CPE hour Ethics for California CPAs course satisfies the ethics requirement that needs to be met EVERY time you renew (once every 2 years). Thu, 04 Aug 2011 12:54:00 GMT blog/important-ctec-renewal-and-federal-education-requirements/ blog/important-ctec-renewal-and-federal-education-requirements/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ctec2a.gif There has been a lot of confusion surrounding the requirements for continuing education (CE) for both CTEC and the IRS. We would like to take a moment of your time to explain what is happening. Wed, 03 Aug 2011 17:39:00 GMT blog/case-studies-building-client-relationships-through-social-media/ blog/case-studies-building-client-relationships-through-social-media/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cobb_welcome.jpg We launched our new Facebook Package two months ago. The response has been phenomenal, with CPA and tax accounting firms of all sizes launching their new social media presence. Our system will help make you the local expert by automating your social communications. Tue, 26 Jul 2011 18:58:00 GMT blog/clientwhys-fall-1040540-review-update-seminar-filling-up-fast/ blog/clientwhys-fall-1040540-review-update-seminar-filling-up-fast/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/corporate_professional.jpg With 11 locations throughout California, the ClientWhys Fall 1040/540 Review & Update Seminar gets top reviews from our clients. Attendees have come to trust that we will cover the issues that matter most.  Instead of flimsy outlines, all attendees leave with our industry-leading Big Book of Taxes with more than 900 pages. New this year is a downloadable eBook version of the Big Book of Taxes free to all attendees. We will update the eBook during the year as the tax law changes. Tue, 26 Jul 2011 12:26:00 GMT blog/google-places-will-stop-displaying-reviews-from-yelp-and-other-review-sites/ blog/google-places-will-stop-displaying-reviews-from-yelp-and-other-review-sites/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/googlelogo2w.gif Under pressure for having too much control over local search results, Google Places has stopped displaying Yelp and other review sites client comments. This will put more emphasis on getting reviewed by your clients in Google Places to help improve your search results. Mon, 25 Jul 2011 15:52:00 GMT blog/tax-briefs-monthly-alerts/ blog/tax-briefs-monthly-alerts/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/LowneyBriefs.jpg ClientWhys Tax Briefs are an add-on to our newsletter system. The briefs will be released on the 15th of each month. The articles will identify and promote unique tax planning opportunities--stimulating referrals and strengthening your client relationships. To attract a broader audience, the articles will be more casual than the features in our monthly newsletter. This will ensure that the briefs will get read by the initial audience and passed on to others. Mon, 25 Jul 2011 15:37:00 GMT blog/new-irs-foreign-reporting-issues-cpe-course/ blog/new-irs-foreign-reporting-issues-cpe-course/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cpe112_01_01.jpg We have launched a new tax CPE course covering the Foreign Reporting Issues. This 1 hour course provides CPE credit for NASBA CPAs, Enrolled Agents and CTEC Tax Preparers. The course will help you understand the many reporting requirements for foreign transactions, accounts, assets, etc.  Fri, 22 Jul 2011 13:09:00 GMT blog/lockbox-client-portal-maintenance-tips/ blog/lockbox-client-portal-maintenance-tips/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/lockbox_purge_02.jpg Our Tax Accountant and Financial Planning customers use the lockbox either for secure filing sharing or as an online storage tool. For those that just want to share documents with clients for a temporary period of time, we have the File Purger feature to automatically delete older files.  If you are not sure how much storage you are using, check the monthly activity report or login to your account and view the usage from the lockbox admin or newsletter editor. Wed, 13 Jul 2011 10:30:00 GMT blog/ptin-renewals-will-be-a-calendar-year/ blog/ptin-renewals-will-be-a-calendar-year/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_03.jpg Originally it was envisioned that tax preparers would renew their PTIN registration one year after they originally registered. In other words if you registered your PTIN on October 1, 2010 you would have to reregister the PTIN again on or before October 1, 2011. However, that conflicted with the October 15th extension deadline and could ultimately complicate continuing education issues for preparers since the fall updates represents important education time for tax professionals.   Wed, 29 Jun 2011 17:03:00 GMT blog/tax-accountants-offer-free-tax-planning-strategies-on-facebook/ blog/tax-accountants-offer-free-tax-planning-strategies-on-facebook/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Facebook2.jpg Facebook marketing has become so mainstream that even tax accountants are now harnessing the power of Facebook and other forms of social media. CPA firms and tax accountants that utilize the ClientWhys Facebook App can now provide tax-cutting strategies directly to followers on Facebook. Custom landing pages welcome visitors to the accountant’s Facebook account and posts to the accountant’s wall inform, entertain, and provide some humor to strategies that will minimize tax bills. Thu, 23 Jun 2011 14:15:00 GMT blog/tax-preparers-cant-use-the-term-rtrp-until-passing-the-exam/ blog/tax-preparers-cant-use-the-term-rtrp-until-passing-the-exam/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS_01.jpg In Notice 2011-45, the IRS warns tax preparers that representing themselves as Registered Tax Return Preparers (RTRP) before passing the competency examination is misrepresentation and is subject to Circular 230 sanctions. This is true even though the preparer was issued a PTIN. The PTINs that have been issued to unlicensed preparers to date are “provisional” until such time as the preparer actually passes the competency examination, and the term “RTRP” applies only to those who have successfully passed the exam. Since the competency exams are not even available as of this writing, no one has the authority to refer to him or herself as an RTRP. The competency examinations are expected to be available by this fall. Mon, 20 Jun 2011 11:39:00 GMT blog/why-building-backlinks-should-be-your-1-marketing-project-this-summer-1/ blog/why-building-backlinks-should-be-your-1-marketing-project-this-summer-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CB110_TC.jpg Inbound links or backlinks measure the popularity of a website. They are crucial to search engine rankings. The backlink must contain link text that includes the keyword for which you are seeking a ranking. For example, if you want to rank for “Naperville CPA,” you will need links to your site for which the link text contains “Naperville CPA.” By “link text,” I am referring to the underlined text in the link.  So, in this example, you would want the link to your site to be Naperville CPA. Tue, 14 Jun 2011 12:25:00 GMT blog/the-big-book-of-taxes-has-gone-digital/ blog/the-big-book-of-taxes-has-gone-digital/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/B210.jpg The industry’s most comprehensive 1040 tax update and review CPE course advances even further. We have just released the Big Book of Taxes in a digital edition that can be accessed online or even downloaded to your local computer. The digital edition of the Big Book of Taxes allows easy reference through our advanced search, notes, and bookmarking tools. Use it for your CPE with 24 hours of credit or as a low-cost year-round reference tool. With more than 900 pages of tax law changes, troublesome areas, and frequently encountered issues, the Big Book will have you covered throughout the year. Fri, 10 Jun 2011 12:19:00 GMT blog/clientwhys-tax-course-of-the-month-for-june-california-registered-domestic-partners/ blog/clientwhys-tax-course-of-the-month-for-june-california-registered-domestic-partners/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cpe112_01.jpg Our featured course for June is California Registered Domestic Partners. RDP issues continue to plague practitioners because of conflicting aspects created by the IRS Chief Counsel Advice conclusion that RDPs are subject to community laws and the IRS’s narrow interpretation of “spouse” under DOMA. The course reviews the definition of what is and is not community income and how to allocate income and deductions between the partners. The course also explores the inconsistencies in Pub 555 with the treatment of self employment income and options available to the practitioner. The course also deals with: How to claim head of household filing status for an RDP: application of federal credits to individual returns, application of self-employment tax, qualifications for various type pension plans, and more.   Various reporting techniques are suggested as a means of avoiding IRS informational reporting mismatches. Thu, 09 Jun 2011 11:54:00 GMT blog/new-cutting-edge-web-site-designs-for-tax-accountants/ blog/new-cutting-edge-web-site-designs-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Web1_060911.jpg ClientWhys has just released the next generation in web site design for CPA firms and tax accountants. Built from the ground up for search engine optimization and easy editing, ClientWhys allows professionals to easily establish their presence online and provide clients with a wealth of information and tools to attract new leads to grow your practice. Thu, 09 Jun 2011 11:26:00 GMT blog/how-to-make-your-personal-facebook-page-hidden-almost-from-the-world/ blog/how-to-make-your-personal-facebook-page-hidden-almost-from-the-world/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/FacebookPrivacy.jpg Some tax accounting firms want to use Facebook to connect and market to their clients, but do want to open their lives up through their personal accounts. Unfortunately, Facebook requires a personal profile in order to create the business fan page. But you can hide most of your account from outsiders to provide more privacy. Tue, 07 Jun 2011 14:28:00 GMT blog/keeping-up-with-google/ blog/keeping-up-with-google/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/KeepingupGoogle.jpg Google has made a number of significant changes in the last 6 months to its methods of indexing websites. As a provider of websites for accountants and CPAs, we are always tracking the changes and modifications we need to make to our clients' websites. This behind-the-scenes work does not draw many accolades but does keep our clients' websites well indexed ahead of their competition. Tue, 07 Jun 2011 12:09:00 GMT blog/enrolled-agents-ea-with-ssn-ending-in-45-or-6-can-now-renew/ blog/enrolled-agents-ea-with-ssn-ending-in-45-or-6-can-now-renew/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/Logo6_NAEAnew.jpg For those Enrolled Agents with Social Security numbers ending in 4, 5 or 6. The EA renewal form (Form 8554) is now available on irs.gov and in electronic format on pay.gov. The renewal cycle will run from June 1, 2011 through August 30, 2011, with new EA cards being issued within 90 days following the close of the cycle.  Please make note that the IRS changed the addresses where the forms should be sent. Thu, 02 Jun 2011 17:31:00 GMT blog/why-local-matters-for-cpas-and-tax-accountant-marketing/ blog/why-local-matters-for-cpas-and-tax-accountant-marketing/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/LocalBlog.jpg Cutting through the clutter of the internet and information is more important than ever. Focusing on specific geographic areas by keeping your message narrow will build more awareness of your brand and build a healthier practice. Thu, 26 May 2011 13:26:00 GMT blog/5-website-tools-you-may-not-know-you-have/ blog/5-website-tools-you-may-not-know-you-have/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/5websites.jpg Sometimes I think we don't adequately market our own product. I get calls from CPAs and Tax Accountants asking questions about practice management, including how they should handle scheduling appointments online, sending secure email, or writing a blog, and 95% of the time the tools are already included in the website package subscription. I have highlighted some of the most important features below with a corresponding how-to webinar video.  Mon, 16 May 2011 11:51:00 GMT blog/new-facebook-like-invite-email-added-to-the-marketing-library/ blog/new-facebook-like-invite-email-added-to-the-marketing-library/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/FacebookLike450.jpg Expand your network by inviting current clients and prospects to "Like" your Facebook Fan Page. Available to all accountant website and email marketing subscribers, we have included an editable email template that will drive readers to "Like" your page. This letter is written specifically for CPA and Tax Accounting firms. You may also want to review our Facebook design and auto posting package. Fri, 13 May 2011 17:20:00 GMT blog/easily-grow-your-practice-by-focusing-on-a-niche/ blog/easily-grow-your-practice-by-focusing-on-a-niche/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/TargetVerticals.jpg One of the fastest ways to grow your CPA or Tax Accounting practice is to position your firm in a specific niche or category. You will be perceived as the expert in that category, and you will be able to do your job more efficiently since you will be continually reviewing similar situations. Tue, 10 May 2011 14:30:00 GMT blog/the-key-to-generating-more-referrals-just-ask/ blog/the-key-to-generating-more-referrals-just-ask/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000005068740XSmall.jpg When CPAs or Tax Accountants say they want to get better results from their marketing efforts, I always ask how they are handling their current clients. Fri, 06 May 2011 17:28:00 GMT blog/may-tax-cpe-course-of-the-month-foreclosure-and-debt-relief-issues/ blog/may-tax-cpe-course-of-the-month-foreclosure-and-debt-relief-issues/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cpe20911.jpg Looking for tax education that will keep you on top of current issues? ClientWhys is in a unique position to understand troubling issues plaguing Tax Professionals. We field questions year round from Total Practice members and our CWconnect on-line community. Therefore, we have a unique insight into the instruction needed by today’s tax preparers.   We started the “Course of the Month” CPE series to provide education related to issues we have identified as difficult and that have generated frequent questions from our customers. We encourage you to participate in this unique offering. Wed, 04 May 2011 00:01:00 GMT blog/a-powerful-way-to-communicate-now-branded-with-your-colors/ blog/a-powerful-way-to-communicate-now-branded-with-your-colors/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/fbwelcome.jpg ClientWhys has just launched a new subscription program that creates a custom landing page for CPA, Tax Preparer and Accounting firms’ Facebook pages, driving more followers and audience interaction. The biggest challenges professionals face in properly managing a Facebook fan page are the lack of content and consistency. The frequency and the type of posts are what help drive followers and business leads. Tue, 03 May 2011 12:01:00 GMT blog/using-client-surveys-to-get-back-lost-clients/ blog/using-client-surveys-to-get-back-lost-clients/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/cs101.jpg It can be an awkward situation for both client and professional when an appointment or even tax year is missed. We have been marketing our “Missed You Last Year” brochure for many years with huge success. Whether you use our printed version or create your own, the process opens the door to a conversation that might not take place without any correspondence. The reasons for a missed appointment are many, from health, marriage, or moving to dissatisfaction with services. Wed, 27 Apr 2011 00:01:00 GMT blog/websites-for-accountants-new-feature-mobile-editions/ blog/websites-for-accountants-new-feature-mobile-editions/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/MobileWebsites.jpg With the rapid growth of smart phones and mobile devices, it is important that your website can display information for all types of visitors. We have created mobile editions of your website so clients and prospects can quickly find important information, like office maps, email addresses and phone numbers. The mobile editions will automatically display for mobile browsers, using m.yourdomain.com. We are working on adding online appointment scheduling and lockbox functionality to the mobile versions as well. You can edit your text and pages through the Page Set up tool in the editor. Please review the following tutorial for details or call us at 1.800.442.2477 x4 for more details. Tue, 26 Apr 2011 00:01:00 GMT blog/enrolled-agent-renewals-ssn-ending-in-4-5-and-6/ blog/enrolled-agent-renewals-ssn-ending-in-4-5-and-6/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/IRS.jpg The IRS has issued final regs that separate the enrolled retirement plan agent user fees from the enrolled agent user fees. In addition, under the final regs, the initial enrollment and renewal of enrollment fees for both are reduced from $125 to $30. These regs are effective Apr. 19, 2011. Tue, 19 Apr 2011 00:07:00 GMT blog/saying-thank-you-after-tax-time-1/ blog/saying-thank-you-after-tax-time-1/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/ThankYouTutorial1.jpg Tax season is finally over and it is an ideal time to thank clients for their business and referrals. Gone are the days of paper cards and stressing about yet another postage increase. ClientWhys tax preparer and CPA website users have the ability to create and send eCards directly from their website. Users can select specific clients, all or segments of clients. Tue, 19 Apr 2011 00:01:00 GMT blog/5-reasons-why-tax-accountants-should-use-social-media/ blog/5-reasons-why-tax-accountants-should-use-social-media/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/SocialMediaBlog.jpg I work with thousands of tax professionals year-round with various ideas of what the internet means to their firm and future growth.  There is quite a bit of noise out there from unscrupulous SEO "providers" and myths of what works. I always ask what a client wants to accomplish online. More clients? Better communication with current clients? The answer and the reality will shape your online presence. I always start with your current clients before embarking on an online client acquisition campaign. This will yield immediate results and are your greatest referral source. One very easy way to engage current clients is by building your social media networks, whether it be LinkedIn, Twitter or Facebook. I have compiled 5 top advantages that Tax Preparers and CPAs can gain from having a social media presence. 1) Personal Engagement - Your clients are part of the story of their experiences with you and the benefits you provide. Social media provides the modern day referral. And by engaging with your clients and prospects online, you can solidify your relationships and may help you better solve their problems. If you aren’t on Facebook, that discussion can’t even take place. 2) Low Cost of Entry - Obviously, the cost of setting up your social media sites is free. If you need assistance, then a technician would charge you to set up your accounts, but it is still minimal. Your biggest issue is the time spent writing posts or building your network. We offer services to do both, write posts and set up social media sites if needed. 3) Direct Correspondence - Think of your social media network as similar to your e-mail newsletter database. While there are some nuances of how they want to engage, social media allows you to talk directly to your audience. And the best part is that they can then share what you are saying with their network, creating the best introduction possible. All virally. 4) Current and in Real Time - Want to let your audience know about a due date or a brand new tax law change? Post it and the news is sent out immediately. Perhaps you have a seminar and you want to invite attendees. Post it and let the viral aspects of social media draw even a wider audience. 5) Connect in Your Voice - Your practice is nothing more than your relationships. It is all about people. Social media lets your audience see a little bit more about you, making a stronger connection and driving more loyalty. Invite your clients to tell their stories. Feel like they are part of your success. I have witnessed the power of social media first hand with our clients and my own social networks. If you are not online, you would be shocked at how many recommendations are provided by peers through social media. From the local barber, pet adoptions to Quickbooks accounting, your clients and prospects are out and talking everyday. Social media is largely word-of-mouth marketing. Wed, 13 Apr 2011 00:01:00 GMT blog/sample-copy-added-to-email-existing-messages-library-and-blog-content-portal/ blog/sample-copy-added-to-email-existing-messages-library-and-blog-content-portal/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000008644275XSmall.jpg We have added sample copy to the e-mail existing messages library and blog content portal. You can send this as a standalone e-mail or post it to your blog or social media sites. Click here to review sending a custom e-mail. We are also providing this copy free to ClientWhys customers who are not using our Tax Accountant website product line. Feel free to use as needed.Sample Client Copy Sample E-mail Subject: What happens with taxes if the Federal government shuts down?E-mail Message: A Federal shutdown will delay tax refunds for taxpayers who file their returns on paper rather than electronically. The IRS states that electronically filed returns have their refunds processed automatically. The April 18 tax deadline is still in effect for filing 2010 returns. So do not delay if you have not yet filed your tax return. Filing late with a tax due will incur both late filing and late payment penalties.The length of the delay will be dependent on how long the shutdown lasts. Last year, one in three taxpayers filed paper returns. Though with the new electronic filing mandate for professional preparers, that number will be lower for 2010 returns.This time of year, the IRS is flooded with returns ahead of the April 18 deadline. Normally it takes six to eight weeks to process paper returns and send refund checks to taxpayers via the U.S. mail. Refunds claimed with electronic returns and direct deposited into taxpayers' bank accounts are often paid within a week or so. The IRS did not address whether electronic returns that call for refund checks to be mailed would be affected if Congress fails to fund the IRS.The IRS stated that audits and customer service for taxpayer questions may be delayed during the government shutdown period. However, customer service for taxpayer questions may also be affected. Fri, 08 Apr 2011 00:00:00 GMT blog/new-technical-support-forum-and-knowledge-base/ blog/new-technical-support-forum-and-knowledge-base/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CWSitesGroup.jpg We have created a new Google Group called ClientWhys Sites specifically for web product users. The group will allow you to post technical support questions and search the current knowledge base. It is brand new and we will start adding content in the coming months. As time passes on, the knowledge base will grow and you will easily find answers to commonly asked questions. We are also going to start posting breaking news and product tutorials on our Facebook page. If you have not already liked our page, please visit http://www.facebook.com/clientwhysPlease Bookmark the ClientWhys Sites Group -http://groups.google.com/group/clientwhyssitesPlease Like Our Facebook Fan Page -http://www.facebook.com/clientwhysSubscribe to ClientWhysSitesEmail: Visit this group Tue, 05 Apr 2011 00:00:00 GMT blog/first-time-homebuyer-credit-repayment-delays-refunds/ blog/first-time-homebuyer-credit-repayment-delays-refunds/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CB103_TC.jpg In 2008, the first-time homebuyer credit was actually a 15-year interest free loan that had to be paid back beginning in 2010. The maximum credit for 2008 was $7,500, which results in a repayment of $500 for most taxpayers. Tue, 29 Mar 2011 00:00:00 GMT blog/speed-up-your-web-surfing-by-clearing-your-browser-cache/ blog/speed-up-your-web-surfing-by-clearing-your-browser-cache/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/CB120.jpg One of the most important tasks when using the internet often is clearing the cache of your browser. Basically, browsers will save in your history web pages that were visited previously. This allows these pages to load faster when you visit again. Mon, 28 Mar 2011 00:00:00 GMT blog/clientWhys-launches-an-automated-blog-for-tax-accountants/ blog/clientWhys-launches-an-automated-blog-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000004100364XSmall.jpg The ClientWhys Blog allows Tax Accountants to add engaging content and articles to their website. It is included in the ClientWhys website product or can be added to your current website. Thu, 24 Mar 2011 00:00:00 GMT blog/using-google-translate-to-add-multiple-languages-to-your-tax-accountant-website/ blog/using-google-translate-to-add-multiple-languages-to-your-tax-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/iStock_000004333293XSmall_01.jpg We have been experimenting with the Google Translate plug-in and have had good results with multiple designs and languages. Mon, 14 Mar 2011 00:01:00 GMT blog/lockbox-activity-reports/ blog/lockbox-activity-reports/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/icons_lock.jpg 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. Mon, 07 Mar 2011 00:00:00 GMT blog/using-google-alerts-to-monitor-the-web-for-interesting-new-content/ blog/using-google-alerts-to-monitor-the-web-for-interesting-new-content/ lee2.reams@clientwhys.com (Clientwhys Websites) https://www.clientwhys.com/blastlibrary/images/180w/icons_gragh.jpg Google Alerts are free e-mail updates of the latest relevant Google results (web, news, etc.) based on your choice of query or topic. Mon, 07 Mar 2011 00:00:00 GMT blog/save-time-with-our-secure-document-sharing-client-portals/ blog/save-time-with-our-secure-document-sharing-client-portals/ lee2.reams@clientwhys.com (Clientwhys Websites) 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. Wed, 02 Mar 2011 00:00:00 GMT blog/become-the-tax-and-accounting-expert-in-your-community-with-patch-com/ blog/become-the-tax-and-accounting-expert-in-your-community-with-patch-com/ lee2.reams@clientwhys.com (Clientwhys Websites) Patch.com is a community-specific news and information platform dedicated to providing comprehensive and trusted local coverage for individual towns and communities. It is a great way to become the expert on taxes and accounting issues in your local community. Mon, 28 Feb 2011 00:00:00 GMT blog/can-you-grow-your-tax-practice-using-craigslist/ blog/can-you-grow-your-tax-practice-using-craigslist/ lee2.reams@clientwhys.com (Clientwhys Websites) Craigslist is free way for tax professionals to post services in their local community. Craigslist is the largest online listing service and has localized directories in most areas. Thu, 24 Feb 2011 00:00:00 GMT blog/john-hewitt-jackson-hewitt-founder-and-liberty-tax-ceo-predicts-mom-and-pops-will-close-doors/ blog/john-hewitt-jackson-hewitt-founder-and-liberty-tax-ceo-predicts-mom-and-pops-will-close-doors/ lee2.reams@clientwhys.com (Clientwhys Websites) John Hewitt, the founder of Jackson Hewitt and now CEO of Liberty Tax says that the little tax preparer will be no more. Thu, 10 Feb 2011 00:00:00 GMT blog/new-lockbox-tool-disable-auto-email-notification/ blog/new-lockbox-tool-disable-auto-email-notification/ lee2.reams@clientwhys.com (Clientwhys Websites) 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 or a user is simply replacing a current document. Wed, 09 Feb 2011 00:00:00 GMT blog/new-tax-accountant-website-feature-custom-font-selections/ blog/new-tax-accountant-website-feature-custom-font-selections/ lee2.reams@clientwhys.com (Clientwhys Websites) 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 creative desires and help spruce up the website copy. Wed, 09 Feb 2011 00:00:00 GMT blog/5-tax-season-must-do-online-marketing-tips-for-cpas-and-tax-accountants/ blog/5-tax-season-must-do-online-marketing-tips-for-cpas-and-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) Here are some valuable online marketing tips to help you grow your business and retain your clients. Tue, 25 Jan 2011 00:00:00 GMT blog/clientwhys-websites-new-image-placement-tools-and-borders/ blog/clientwhys-websites-new-image-placement-tools-and-borders/ lee2.reams@clientwhys.com (Clientwhys Websites) 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. Tue, 25 Jan 2011 00:00:00 GMT blog/add-facebook-like-to-your-website/ blog/add-facebook-like-to-your-website/ lee2.reams@clientwhys.com (Clientwhys Websites) You can now turn the FaceBook "Like" tool on globally or for specific sections of your website or online newsletter. Tue, 25 Jan 2011 00:00:00 GMT blog/new-tax-accountant-thank-you-cards-added-to-the-email-newsletter-section/ blog/new-tax-accountant-thank-you-cards-added-to-the-email-newsletter-section/ lee2.reams@clientwhys.com (Clientwhys Websites) 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 referrals. Tue, 18 Jan 2011 00:00:00 GMT blog/new-4-hour-2010-tax-relief-act-cpe-course-now-live/ blog/new-4-hour-2010-tax-relief-act-cpe-course-now-live/ lee2.reams@clientwhys.com (Clientwhys Websites) The 2010 & Beyond Federal Update CPE course is accredited for CPAs, Enrolled Agents and California Tax Preparers (CTEC). It is a can't-miss update of the latest tax legislation. Tue, 04 Jan 2011 00:00:00 GMT blog/clientwhys-tax-accountant-websites-offer-full-coverage-of-the-tax-cut-agreement/ blog/clientwhys-tax-accountant-websites-offer-full-coverage-of-the-tax-cut-agreement/ lee2.reams@clientwhys.com (Clientwhys Websites) 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. Fri, 17 Dec 2010 00:00:00 GMT blog/it-is-cpe-crunch-time-with-tax-season-right-around-the-corner/ blog/it-is-cpe-crunch-time-with-tax-season-right-around-the-corner/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys specializes in Tax Updates to prepare you for tax season. We concentrate on new tax law changes and economic-driven issues like foreclosures and Roth IRA conversions.Our library of online, self-study courses is second to none for tax update specific courses. With tax season coming soon, you can refresh your mind by ordering a discounted bundle package or individual courses. Wed, 15 Dec 2010 00:00:00 GMT blog/tax-accountant-and-cpa-website-upgrades-and-new-tools/ blog/tax-accountant-and-cpa-website-upgrades-and-new-tools/ lee2.reams@clientwhys.com (Clientwhys Websites) 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. Obviously, cutting costs is a big feature and our new Tax Reminders eliminate the human side to reminding clients about their appointments, cutting down on no-shows and labor costs. Our new eGreeting card line is another cost-saving tool that will provide professional greetings without the cost of postage and card printing. Thu, 09 Dec 2010 00:00:00 GMT blog/tax-law-agreement-article-available-to-website-and-email-subscribers/ blog/tax-law-agreement-article-available-to-website-and-email-subscribers/ lee2.reams@clientwhys.com (Clientwhys Websites) Subscribers to the ClientWhys Tax Accountant Website and E-mail Newsletter now have access to our new "Is The Tax Stalemate Finally Broken?" article covering the recent agreement between the President and the GOP.  Thu, 09 Dec 2010 00:00:00 GMT blog/tax-refund-debit-cards-fill-the-void-of-refund-anticipation-loans/ blog/tax-refund-debit-cards-fill-the-void-of-refund-anticipation-loans/ lee2.reams@clientwhys.com (Clientwhys Websites) Last year, ClientWhys partnered with CardFlex, one of the leading debit card providers in the country to offer Tax Professionals an easy vehicle for underbanked and unbanked clients to receive their refunds via direct deposit. Our inaugural year was very successful, and we are gearing up for a new tax season. Tue, 07 Dec 2010 00:00:00 GMT blog/show-your-clients-youre-a-true-expert-with-client-newsletters-that-get-read/ blog/show-your-clients-youre-a-true-expert-with-client-newsletters-that-get-read/ lee2.reams@clientwhys.com (Clientwhys Websites) With multiple tax law changes and economic stress, it is more important than ever that your CPA Marketing efforts include important tax planning strategies to help minimize your clients' tax liability. With ClientWhys, we make it easy and affordable to stay in touch with clients on a regular basis. Fri, 19 Nov 2010 00:00:00 GMT blog/google-places-steps-up-the-importance-of-local-search-for-cpas-and-tax-accountant-websites/ blog/google-places-steps-up-the-importance-of-local-search-for-cpas-and-tax-accountant-websites/ lee2.reams@clientwhys.com (Clientwhys Websites) If you do not have a Google Places directory listing by now, you are going to start seeing your Tax Accountant website fall farther down the Google results. Google is making a play on monopolizing local search and putting the Google Places listings above the traditional free organic search listings. Thu, 18 Nov 2010 00:00:00 GMT blog/registered-tax-preparer-cpe-requirement-dropped-for-2011/ blog/registered-tax-preparer-cpe-requirement-dropped-for-2011/ lee2.reams@clientwhys.com (Clientwhys Websites) IRS Commissioner Doug Shulman, in an October 26 speech before the AICPA Fall Meeting in Washington, DC, announced that the IRS intends to waive the continuing education requirements for registered tax return preparers during the first registration cycle (2011). Wed, 27 Oct 2010 00:00:00 GMT blog/generate-tax-planning-appointments-with-your-email-newsletter/ blog/generate-tax-planning-appointments-with-your-email-newsletter/ lee2.reams@clientwhys.com (Clientwhys Websites) Whether you provide free year-end tax planning or charge for these consultations, it is important for CPAs, Tax Accountants and Enrolled Agents to communicate directly to clients before time runs out. Mon, 18 Oct 2010 00:00:00 GMT blog/irs-delaying-enrolled-agent-renewal-for-ssns-ending-in-4-5-or-6/ blog/irs-delaying-enrolled-agent-renewal-for-ssns-ending-in-4-5-or-6/ lee2.reams@clientwhys.com (Clientwhys Websites) Update: June 2, 2011 - For those Enrolled Agents with Social Security numbers ending in 4, 5 or 6. The EA renewal form (Form 8554) is now available on irs.gov and in electronic format on pay.gov. Read More. Fri, 15 Oct 2010 10:17:00 GMT blog/clientwhys-joins-forces-with-FER-offering-live-accounting-and-cpa-ethics-courses/ blog/clientwhys-joins-forces-with-FER-offering-live-accounting-and-cpa-ethics-courses/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys and Financial Education Resources (FER) have joined forces to provide our customers with the top Live Accounting and CPA Ethics Seminar for California-based CPAs, Enrolled Agents and Tax Accountants. Wed, 13 Oct 2010 00:00:00 GMT blog/new-lockbox-feature-spouse-or-additional-contact-notification/ blog/new-lockbox-feature-spouse-or-additional-contact-notification/ lee2.reams@clientwhys.com (Clientwhys Websites) We have added a new feature to the lockbox client portals that allows the addition of a spouse or secondary contact in the main lockbox contact account. Tue, 12 Oct 2010 00:00:00 GMT blog/clientwhys-sites-launches-new-high-performance-seo-tax-accountant-website-loaded-with-content/ blog/clientwhys-sites-launches-new-high-performance-seo-tax-accountant-website-loaded-with-content/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys has just launched their latest design template that is sure to draw comparisons to a completely custom site at a fraction of the cost. Mon, 11 Oct 2010 00:00:00 GMT blog/growing-trend-for-tax-accountants-with-referrals-from-facebook/ blog/growing-trend-for-tax-accountants-with-referrals-from-facebook/ lee2.reams@clientwhys.com (Clientwhys Websites) Many of my Tax Accountant website customers have Facebook accounts where we post their online newsletter articles automatically as they release. CPAs and Tax Accountants have very strong opinions about social media. Some just don't get it and others are afraid. Mon, 11 Oct 2010 00:00:00 GMT blog/google-search-engine-upgrades/ blog/google-search-engine-upgrades/ lee2.reams@clientwhys.com (Clientwhys Websites) We have been making some adjustments to our Tax Accountant websites so they can get better results from Google. These adjustments include quite a few programming changes that will help get our content indexed higher and improve the amount of pages that Google indexes. Wed, 06 Oct 2010 00:00:00 GMT blog/ptin-registration-site-is-up-but-is-it-running/ blog/ptin-registration-site-is-up-but-is-it-running/ lee2.reams@clientwhys.com (Clientwhys Websites) I received an e-mail from the IRS and two of the EA Associations I belong to announcing that the IRS site for online PTIN registration was now available. I'm sure other tax-related organizations also notified their membership. Tue, 28 Sep 2010 00:00:00 GMT blog/affordable-tax-update-online-CPE-training-for-your-entire-firm/ blog/affordable-tax-update-online-CPE-training-for-your-entire-firm/ lee2.reams@clientwhys.com (Clientwhys Websites) We are experts at Taxation and have one of the most extensive tax update and review online, self-study libraries in the profession. We have recently updated the majority of our courses and have highlighted some of the best sellers below. Check out our firm-wide bundle packages (starting at $79 for 10 hours) where you can share hours with multiple professionals at one low price. Thu, 16 Sep 2010 00:00:00 GMT blog/do-you-still-need-room-in-your-budget-for-yellow-page-ads/ blog/do-you-still-need-room-in-your-budget-for-yellow-page-ads/ lee2.reams@clientwhys.com (Clientwhys Websites) I would go as far as saying that yellow pages ads are no longer on my list of the top 6 items for your CPA marketing program. The explosion of the Internet and local search engines like Google Places, Yahoo Local and Bing Local make it a luxury item, not a must have. You can invest that same money and get much larger exposure and leads than ever before. Wed, 15 Sep 2010 00:01:00 GMT blog/tax-accountant-client-portal-hygiene/ blog/tax-accountant-client-portal-hygiene/ lee2.reams@clientwhys.com (Clientwhys Websites) There are two philosophies that we see as the best way to implement an online document storage client portal. One is to simply share documents with clients and delete them after a set period of time. The other is to provide an online storage option where clients can download and add confidential tax and financial documents within their portal as an ongoing storage location. Tue, 14 Sep 2010 00:00:00 GMT blog/is-your-tax-accountant-website-for-clients-or-prospects-or-both/ blog/is-your-tax-accountant-website-for-clients-or-prospects-or-both/ lee2.reams@clientwhys.com (Clientwhys Websites) One of the first issues that CPA and Tax Accounting firms need to address�when planning their website design and content is to determine their targeted�audience. If the website is primarily designed for prospects, then�being more focused with the content and search keywords would lower�bounce rates and increase leads to the website. Tue, 14 Sep 2010 00:00:00 GMT blog/new-lockbox-feature-firefox-browser-users-can-quickly-share-client-documents-online-with-drag-and-drop-tool/ blog/new-lockbox-feature-firefox-browser-users-can-quickly-share-client-documents-online-with-drag-and-drop-tool/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys Client Portal Lockbox now allows Firefox Browser users the ability to drag and drop multiple files directly into their client lockbox folders. This easier way of securely sharing files online will save valuable time when sharing confidential documents. Mon, 23 Aug 2010 00:00:00 GMT blog/more-information-related-to-the-preparer-registration-program-released-by-the-irs/ blog/more-information-related-to-the-preparer-registration-program-released-by-the-irs/ lee2.reams@clientwhys.com (Clientwhys Websites) The PTIN and preparer registration will be an annual event.o The PTIN and preparer registration fee for the first year will be $64.25.o Online registration is expected to start mid-September.o Existing PTIN Application (W-7P) process to suspend operations effective Aug 22, 2010.o Multiple sections of Circular 230 are being modified to accommodate the new registration program. Fri, 20 Aug 2010 00:00:00 GMT blog/debt-indicator-for-the-2011-tax-filing-season-removed-by-the-irs/ blog/debt-indicator-for-the-2011-tax-filing-season-removed-by-the-irs/ lee2.reams@clientwhys.com (Clientwhys Websites) On August 5, the Internal Revenue Service announced that starting with next year's tax filing season, it will no longer provide tax preparers and associated financial institutions with the "debt indicator," which is used to facilitate refund anticipation loans (RALs). Fri, 20 Aug 2010 00:00:00 GMT blog/publishing-coupon-codes-to-drive-traffic-to-your-tax-accountant-website/ blog/publishing-coupon-codes-to-drive-traffic-to-your-tax-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) We have been testing to see how long it takes for a Coupon Code that is added to Facebook or Twitter to be picked up by the Coupon websites. So far, we have seen good results in as little as 3 days. How can this benefit you? Mon, 16 Aug 2010 00:00:00 GMT blog/clientwhys-cpe-updated-tax-cpe-online-courses-august-16-2010/ blog/clientwhys-cpe-updated-tax-cpe-online-courses-august-16-2010/ lee2.reams@clientwhys.com (Clientwhys Websites) We have updated 14 online tax cpe courses for www.clientwhyscpe.com. Mon, 16 Aug 2010 00:00:00 GMT blog/clientwhys-cpe-updated-tax-cpe-online-courses-august-12-2010/ blog/clientwhys-cpe-updated-tax-cpe-online-courses-august-12-2010/ lee2.reams@clientwhys.com (Clientwhys Websites) We have updated the following online tax cpe courses for www.clientwhyscpe.com. Thu, 12 Aug 2010 00:00:00 GMT blog/clientwhys-cpe-updated-tax-cpe-courses-august-2010/ blog/clientwhys-cpe-updated-tax-cpe-courses-august-2010/ lee2.reams@clientwhys.com (Clientwhys Websites) We have updated the following online tax cpe courses for www.clientwhyscpe.com. Wed, 11 Aug 2010 00:00:00 GMT blog/clientwhys-sites-august-product-update-and-how-to-tutorials/ blog/clientwhys-sites-august-product-update-and-how-to-tutorials/ lee2.reams@clientwhys.com (Clientwhys Websites) We have been busy in development of some new tools that will help make your daily tasks that much quicker.� You will start hearing the term �Automation� in our marketing efforts as we start taking over previous manual tasks with new web-based functions.� We think you will be pleased with these upgrades so stay tuned in the coming months. Thu, 05 Aug 2010 00:00:00 GMT blog/sign-up-for-our-free-technical-support-forum-product-news-and-best-practices/ blog/sign-up-for-our-free-technical-support-forum-product-news-and-best-practices/ lee2.reams@clientwhys.com (Clientwhys Websites) Welcome to the ClientWhys community, a rich, multimedia resource for you to learn about the latest tax law changes, innovative ideas and best practices on customer strategy. Wed, 04 Aug 2010 00:01:00 GMT blog/tax-cpe-time-is-right-around-the-corner/ blog/tax-cpe-time-is-right-around-the-corner/ lee2.reams@clientwhys.com (Clientwhys Websites) The many tax law changes from 2010 and the growing uncertainty for 2011 and beyond makes your choice for your tax updates bigger than ever. At ClientWhys, we develop CPE courses for small- to medium-sized CPA, Enrolled Agent and Tax Preparer firms. Wed, 04 Aug 2010 00:00:00 GMT blog/2-simple-ways-to-automate-your-newsletter-and-social-media-sites/ blog/2-simple-ways-to-automate-your-newsletter-and-social-media-sites/ lee2.reams@clientwhys.com (Clientwhys Websites) A busy CPA or Tax Accountant does not have the time to write, edit and distribute client communications to their client base. Most firms that try to start a newsletter program usually loses steam after a couple of issues. However, with the many varied options that technology offers, there's no more room for complacency. Tue, 03 Aug 2010 00:00:00 GMT blog/will-congress-take-action-or-allow-taxes-to-increase/ blog/will-congress-take-action-or-allow-taxes-to-increase/ lee2.reams@clientwhys.com (Clientwhys Websites) Normally, one would think that Congress would have to take some action to increase taxes.  However, it is quite the opposite for 2011.  If Congress fails to take action, in spite of the fact that President Obama vowed no new taxes for individuals earning less than $200,000 and families earning less than $250,000, there will be an unprecedented tax increase affecting just about everyone in every tax category.  To stop these tax increases from taking place requires Congressional action. Fri, 30 Jul 2010 00:00:00 GMT blog/seo-results-cpa-website/ blog/seo-results-cpa-website/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys CPA websites get you on the first page of Google and the other search engines. We know the tax accountant profession and what keywords work. Watch this SEO Video about local and organic search results. Thu, 22 Jul 2010 00:00:00 GMT blog/cpa-marketing-domain-name/ blog/cpa-marketing-domain-name/ lee2.reams@clientwhys.com (Clientwhys Websites) Anyone interested in this domain? Give me a call at 1.800-442-2477 x222 or via e-mail - CPAtaxpreparation.com. Wed, 21 Jul 2010 00:00:00 GMT blog/irs-phases-in-the-2011-federal-efile-mandate/ blog/irs-phases-in-the-2011-federal-efile-mandate/ lee2.reams@clientwhys.com (Clientwhys Websites) The Worker, Homeownership, and Business Assistance Act of 2009 included a provision that requires tax preparers, beginning for the tax season in 2011, who expect to file more than 10 individual, estate, or trust returns to file them electronically.  However, the IRS on its website has announced that it has decided to phase in the e-file mandate over 2011 and 2012. Mon, 12 Jul 2010 00:00:00 GMT blog/practitioner-actions-resulting-in-referrals-to-opr/ blog/practitioner-actions-resulting-in-referrals-to-opr/ lee2.reams@clientwhys.com (Clientwhys Websites) IRS recently revised portions of the Internal Revenue Manual (IRM) dealing with return preparers (IRM 4.1.10.1.1).  The updated information provides insight on when tax preparer misconduct might trigger a referral to the Office of Professional Responsibility (OPR).  It also provides guidance to IRS employees as to when a referral is discretionary or mandatory. Mon, 12 Jul 2010 00:00:00 GMT blog/tax-preparer-registration-program-the-basics/ blog/tax-preparer-registration-program-the-basics/ lee2.reams@clientwhys.com (Clientwhys Websites) We have created this section to highlight the new Paid Tax Preparer Registration program and how it affects CPAs, Enrolled Agents, CTEC Tax Preparers and the new IRS regulated federal tax preparers. We will update this blog with the latest news and answers to your questions. Thu, 08 Jul 2010 00:00:00 GMT blog/new-local-IRS-tax-problem-websites-for-tax-accountants/ blog/new-local-IRS-tax-problem-websites-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys has launched a new Tax Accountant Website geared�specifically to market IRS Tax Relief to local consumers. The website�comes loaded with IRS Tax Problem content, a local domain name (http://irstaxrelieflongisland.com/), an e-mail client newsletter with monthly tax problem articles and�a secure online document sharing lockbox.  Thu, 08 Jul 2010 00:00:00 GMT blog/new-healthcare-legislation-we-have-tax-accountants-covered/ blog/new-healthcare-legislation-we-have-tax-accountants-covered/ lee2.reams@clientwhys.com (Clientwhys Websites) When we started ClientWhys, our mission was to create educational content that served Tax Accountants and their clients. It is one thing to be an expert on a subject, but entirely different when communicating the tax law changes and planning strategies to clients.  Wed, 07 Jul 2010 00:00:00 GMT blog/tax-accountant-websites-using-google-analytics-to-track-website-traffic/ blog/tax-accountant-websites-using-google-analytics-to-track-website-traffic/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys Sites is designed to integrate with Google Analytics to allow a free way to track sources of website traffic and keyword searches. The first thing you will need to do is to set up a Google Analytics account. Tue, 06 Jul 2010 00:00:00 GMT blog/use-your-tax-accountant-website-to-securely-share-or-store-client-tax-returns-and-accounting-documents-online/ blog/use-your-tax-accountant-website-to-securely-share-or-store-client-tax-returns-and-accounting-documents-online/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys Tax Accountant Websites are set up to allow CPAs, Enrolled Agents and Tax Preparers to create online storage for important client documents or to temporarily share documents and purge them from the system at a later date. Tue, 06 Jul 2010 00:00:00 GMT blog/tax-accountant-marketing-tips-follow-us-on-twitter-and-facebook/ blog/tax-accountant-marketing-tips-follow-us-on-twitter-and-facebook/ lee2.reams@clientwhys.com (Clientwhys Websites) There are several ways we communicate with CPAs, Enrolled Agents and Tax Preparers with our CPA marketing tips, tax accountant website how-to articles and tax law updates. Tue, 06 Jul 2010 00:00:00 GMT blog/email-newsletter-server-upgrade-and-email-address-hygiene/ blog/email-newsletter-server-upgrade-and-email-address-hygiene/ lee2.reams@clientwhys.com (Clientwhys Websites) We have upgraded our e-mail newsletter server and delivery software to provide better tracking and increase deliverability rates.  We have also corrected over 7,900 e-mail addresses that had extra spaces and were not being delivered on previous sends. Thu, 01 Jul 2010 00:00:00 GMT blog/move-your-tax-accounting-firm-to-the-top-of-the-local-search-results/ blog/move-your-tax-accounting-firm-to-the-top-of-the-local-search-results/ lee2.reams@clientwhys.com (Clientwhys Websites) If you are not paying attention to your local search listings, then you should be. The local search results are what you see when a prospect does a search (for example, Los Angeles CPA), and the map and markers are displayed within the first page of the local search results. You will notice that the results push down the organic search listings.  Meaning, the big three search engines, Google, Bing and Yahoo, are not putting more emphasis on building the local search results for clients. Tue, 29 Jun 2010 00:00:00 GMT blog/tax-accountant-website-design-image-animation/ blog/tax-accountant-website-design-image-animation/ lee2.reams@clientwhys.com (Clientwhys Websites) We have added a new tool that allows users to create rotating images on their website. By using Javascript instead of flash, the images will be seen on more browser windows, including the iPad. In addition, this new feature can dynamically cut down on flash development costs, providing a user editable tool to create their own series of image animations. Fri, 18 Jun 2010 00:00:00 GMT blog/how-to-add-a-you-tube-video-to-your-tax-accountant-website/ blog/how-to-add-a-you-tube-video-to-your-tax-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) YouTube.com allows you to upload videos and audio recordings to their  server that can be shared with the public. This makes it easy to make  presentations accessible to your clients at a click of a mouse.  Tue, 08 Jun 2010 00:00:00 GMT blog/new-improved-seo-tools-for-tax-accountant-websites/ blog/new-improved-seo-tools-for-tax-accountant-websites/ lee2.reams@clientwhys.com (Clientwhys Websites) We have added a new feature that allows ClientWhys website customers to add keywords to every article in their master library of content. Tue, 08 Jun 2010 00:00:00 GMT blog/ca-domestic-partners-subject-to-community-property-laws-for-federal-purposes/ blog/ca-domestic-partners-subject-to-community-property-laws-for-federal-purposes/ lee2.reams@clientwhys.com (Clientwhys Websites) Chief Counsel Advice 210121050 has concluded that a California registered domestic partner (RDP), for tax years beginning with 2007, is subject to the community property laws and therefore should report one-half of all community income, including compensation for personal services or income from property on their Federal tax return.  Mon, 07 Jun 2010 00:00:00 GMT blog/tax-accountant-website-content-update-summary/ blog/tax-accountant-website-content-update-summary/ lee2.reams@clientwhys.com (Clientwhys Websites) We have just finished a comprehensive update of the website content library. With tax law changes piling up on top of tax law changes, it is important to keep clients up-to-date with the latest issues that will affect their financial position. We believe the quality of the ClientWhys content library is one of the main attributes that really differentiates us from our competitors. Mon, 07 Jun 2010 00:00:00 GMT blog/PTIN-for-tax-practitioners/ blog/PTIN-for-tax-practitioners/ lee2.reams@clientwhys.com (Clientwhys Websites) We have been getting quite a few calls about the new IRS Tax Preparer Registration Program and have provided the following article about the PTIN registration. Fri, 04 Jun 2010 00:00:00 GMT blog/tax-accountant-website-seo-share-inbound-links/ blog/tax-accountant-website-seo-share-inbound-links/ lee2.reams@clientwhys.com (Clientwhys Websites) One of the fastest ways to get articles and your tax accountant website indexed is to start using the share tool at the bottom of your website articles. The share tool encourages your users to share your content or for you to proactively share it yourself (on Digg, Twitter, Facebook, etc). Wed, 26 May 2010 00:00:00 GMT blog/irs-national-tax-preparer-registration-help/ blog/irs-national-tax-preparer-registration-help/ lee2.reams@clientwhys.com (Clientwhys Websites) The following set of questions and answers are provided based on the best information available at this time.  The National Program to register tax preparers is a work in progress.  Not all the details are fully available yet, and the information provided here is from various sources.  We will update the information as further details become available. (Last Update: June 25, 2010) Tue, 25 May 2010 00:00:00 GMT blog/keyword-url-for-cpa-website/ blog/keyword-url-for-cpa-website/ lee2.reams@clientwhys.com (Clientwhys Websites) We have added a new feature that will take the title of an article and include it in the URL for the "read more" link. If you include Google keywords in your article title, this will help get your pages indexed better. Mon, 24 May 2010 00:00:00 GMT blog/tax-accountant-marketing-client-survey/ blog/tax-accountant-marketing-client-survey/ lee2.reams@clientwhys.com (Clientwhys Websites) With tax season over, it is the perfect time to send out a client survey. While the main goal is to pinpoint any areas that you may need to improve, you might also find out some important red flags before they become harmful. Wed, 19 May 2010 00:00:00 GMT blog/seo-tutorial-tax-accountant-websites/ blog/seo-tutorial-tax-accountant-websites/ lee2.reams@clientwhys.com (Clientwhys Websites) As a website developer, we review client websites on a daily basis. There seems to be a misconception on how Google and search engines work and how this relates to Tax Accountant websites. This tutorial will review the basics and provide readers the knowledge to improve their search results with some minor changes. Fri, 14 May 2010 00:00:00 GMT blog/online-cpe-healthcare-tax-law-changes/ blog/online-cpe-healthcare-tax-law-changes/ lee2.reams@clientwhys.com (Clientwhys Websites) The Patient Protection and Affordable Care and the Health Care and Education Reconciliation Acts of 2010 represent the most sweeping and controversial public health care program since the creation of Medicare. Thu, 13 May 2010 00:00:00 GMT blog/cpa-marketing-website-improve-seo-results/ blog/cpa-marketing-website-improve-seo-results/ lee2.reams@clientwhys.com (Clientwhys Websites) Search engine results are very important to a business. We created the TaxBuzz.com directory to ensure that our website customers reach maximum search visibility. As a ClientWhys website customer, you'll get your first profile free ($19.95 to non-website users) as part of our service. Your profile is your online firm brochure, passed to thousands of people every year. Tue, 11 May 2010 00:00:00 GMT blog/tax-accountant-online-client-newsletter-widget/ blog/tax-accountant-online-client-newsletter-widget/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys client newsletter widget is perfect for Tax Accountants looking for new marketing ideas. ClientWhys newsletter widget is added to your website, and will update every-time new content is published. An easy way to keep your Tax Accountant website up-to-date with breaking news and tax tips. Wed, 05 May 2010 00:00:00 GMT blog/CPE-Debt-Cancellation-Foreclosure-Issues-Webinar/ blog/CPE-Debt-Cancellation-Foreclosure-Issues-Webinar/ lee2.reams@clientwhys.com (Clientwhys Websites) We have recently launched our two-hour webinar covering the complicated Debt Cancellation and Foreclosure issues faced this tax season. Similar to live CPE, this webinar provides an audio presentation with powerpoint slides and examples. You do not need to do additional study to meet your CPE requirements. Tue, 04 May 2010 00:00:00 GMT blog/tax-accountant-marketing-facebook-wall/ blog/tax-accountant-marketing-facebook-wall/ lee2.reams@clientwhys.com (Clientwhys Websites) I hear this constantly, where CPAs and tax accountants are overwhelmed by the thought of using Twitter or Facebook to expand their marketing communications. The trouble with that logic is that hundreds of millions of people are using social websites everyday. So if you are not providing them information, someone else will. Hopefully, not your competition! Thu, 29 Apr 2010 00:00:00 GMT blog/tax-accountant-client-newsletters/ blog/tax-accountant-client-newsletters/ lee2.reams@clientwhys.com (Clientwhys Websites) Connecting with clients is crucial to maintaining your relationships. Your client newsletters act as an off-season presence, generating goodwill, off-season consultations and referrals. Our newsletters cover the issues your clients need to know about, with the May releases highlighting the Health Care legislation and Jobs Act. By keeping your clients updated regularly, they will appreciate you even more. Wed, 28 Apr 2010 00:01:00 GMT blog/marketing-catalog-tax-accountants-clientwhys/ blog/marketing-catalog-tax-accountants-clientwhys/ lee2.reams@clientwhys.com (Clientwhys Websites) The new catalog is in the mail and will start arriving this week. If you want to review the catalog now, click here to download the PDF version.We have added several new products to our suite, including expanding our online PDF marketing library and adding online advertising through our taxbuzz.com profile pages. Tue, 27 Apr 2010 00:00:00 GMT blog/tax-cpe-roth-ira-clientwhys/ blog/tax-cpe-roth-ira-clientwhys/ lee2.reams@clientwhys.com (Clientwhys Websites) This tax cpe course explores the various aspects of the Roth IRA and Qualified Roth Contributions to 401(k) and 403(b) plans in light of the removal of the conversion limits for years after 2009. Mon, 26 Apr 2010 00:00:00 GMT blog/tax-cpe-course-foreclosure-debt-cancellation/ blog/tax-cpe-course-foreclosure-debt-cancellation/ lee2.reams@clientwhys.com (Clientwhys Websites) This tax cpe course looks at the implications of debt relief as it applies to a number of situations, including foreclosure, repossession, voluntary reconveyance, short sale, abandonment of secured property and cancellation of debt. It explains how to report the various transactions for tax purposes and how to exclude debt relief income using the various Sec 108 exclusions, including insolvency and home mortgage debt relief exclusion. Mon, 26 Apr 2010 00:00:00 GMT blog/new-ca-home-mortgage-debt-relief-income-exclusion/ blog/new-ca-home-mortgage-debt-relief-income-exclusion/ lee2.reams@clientwhys.com (Clientwhys Websites) The Governor has signed into law the new CA Home Mortgage Forgiveness Debt Relief Income Exclusion retroactive to January 1, 2009 and through 2012.�� This is an amended opportunity where taxpayers have already filed their returns and were unable to exclude the debt relief income using the insolvency exclusion.� For those clients you have on extension awaiting this news, you can complete them. Tue, 13 Apr 2010 00:00:00 GMT blog/tax-accountant-website-seo-cpa-marketing/ blog/tax-accountant-website-seo-cpa-marketing/ lee2.reams@clientwhys.com (Clientwhys Websites) Tue, 13 Apr 2010 00:00:00 GMT blog/web-based-email-for-tax-accountants/ blog/web-based-email-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) We see this everyday with our Tax Accountant website customers. They are still using an Outlook exchange server for their e-mail. What they don't realize is that unless they are a large firm with multiple preparers and e-mail accounts, they could be saving hundreds, if not thousands, on their IT costs by using a web-based e-mail solution. Wed, 24 Mar 2010 00:00:00 GMT blog/new-social-media-tool-for-tax-accountant-website/ blog/new-social-media-tool-for-tax-accountant-website/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys has added a new tool that allows Tax Accountant Website users to dynamically link to their social media accounts like Facebook and Twitter. Tue, 09 Mar 2010 00:00:00 GMT blog/customize-tax-accountant-website-colors/ blog/customize-tax-accountant-website-colors/ lee2.reams@clientwhys.com (Clientwhys Websites) ClientWhys has added the ability to customize the color scheme on every design in their website library. You now have the option of choosing a pre-designed color scheme or customizing to match your logo and branding. Tue, 02 Mar 2010 00:00:00 GMT blog/online-appointment-calendar-for-tax-accountants/ blog/online-appointment-calendar-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) We have added a new widget that allows users to review your open appointment schedule. The online appointment widget syncs with Google Calendar and Outlook, providing a seamless process for clients to select open times from your website or social media site. We allow you to cut and paste the widget code for use on other websites. You can add the widget through the widget list under "Website Pages" in the Editor. Tue, 02 Mar 2010 00:00:00 GMT blog/national-tax-preparer-program-details-slowly-emerge/ blog/national-tax-preparer-program-details-slowly-emerge/ lee2.reams@clientwhys.com (Clientwhys Websites) After years of debate and an extensive six-month study by the IRS Office of Professional Responsibility, the IRS is finally moving forward on their proposed National Tax Preparer Program with initial implementation scheduled for September 2010.�  Tue, 16 Feb 2010 00:00:00 GMT blog/FTC-red-flag-rules-word-templates/ blog/FTC-red-flag-rules-word-templates/ lee2.reams@clientwhys.com (Clientwhys Websites) Most CPAs, EAs and Tax Preparers don't realize that they are subject to the Federal Trade Commission's �Red Flag� regulations.� Although these regulations have been in place for some time, enforcement has been delayed until sometime in 2010, giving small firms the opportunity to comply with the regulations. Click here to�review�the ClientWhys analysis of how these regulations apply to CPAs, EAs and Tax Preparers. Fri, 12 Feb 2010 00:00:00 GMT blog/email-client-newsletter-for-tax-accountants/ blog/email-client-newsletter-for-tax-accountants/ lee2.reams@clientwhys.com (Clientwhys Websites) Users of ClientWhys website and e-mail newsletter will notice that banner type ads can now be added to promote other services and announcements. This is a key feature since the e-mail newsletter is pushed to your readers versus them coming to your website. Banners can be created to fill up a seminar, cross-sell other services like insurance or mortgages, or make monthly practice announcements. Thu, 11 Feb 2010 00:00:00 GMT blog/local-directory-listings-for-google-bing-yahoo-and-yelp/ blog/local-directory-listings-for-google-bing-yahoo-and-yelp/ lee2.reams@clientwhys.com (Clientwhys Websites) Local directory advertising is free and effective and will help prospects find you online. You will notice that most search engines now respond with local business links near the top of the search results. Wed, 10 Feb 2010 00:00:00 GMT