We Help CPAs and Tax Accountants Showcase Their Expertise and Safeguard Their Online Reputation.

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1 Log In Blog Support Pricing Accountant Marketing Made Easy! Thousands of CPAs, EAs, and Tax Accounting Firms can vouch for the Marketing Power of ClientWhys. We Help CPAs and Tax Accountants Showcase Their Expertise and Safeguard Their Online Reputation. A tax accountant's knowledge is a powerful asset and should be shared with clients, prospects and colleagues. ClientWhys' marketing suite is a complete set of tools that make it easy for busy professionals to communicate year round, increase their visibility, protect their online reputation and increase recommendations from current clients. Talk to a Product Specialist x3 During our call, we'll answer any questions you have and show you how ClientWhys will turbocharge your relationships and word of mouth referrals. REQUEST A DEMO OF CLIENTWHYS MARKETING PLATFORM AS SEEN IN:

2 READ NOW ClientWhys Marketing Cloud Every must-have for every practice, all in one place. Newsletters Secure Client Portal with esign Marketing Automation Websites SEO Blogging Leads

3 Social Online Reputation Marketing Solutions Built for You Marketing for Tax Professionals Marketing for CPAs and Accountants Marketing for Enrolled Agents ClientWhys Plan Comparison 30-Day Free Trial. No Contracts. Cancel Any Time. Core Marketing Website + Content + Tools + Newsletters + Social Media Growth Marketing Core Marketing + Advanced SEO + Advanced Social + Video + Virtual Team Profit Margin Capital Gain K2 Whitney Monthly Investment Starting at $69.95/mo $99.95/mo $199.95/mo $299.95/mo Annual Billing Options $59.95/mo $86.95/mo $179.95/mo $269.95/mo Max. Clients in Database ,000 10,000 Domain Name Included Hosted Accounts at your Domain

4 Core Marketing Website + Content + Tools + Newsletters + Social Media Growth Marketing Core Marketing + Advanced SEO + Advanced Social + Video + Virtual Team Hosted Document Storage up to 30 gigs up to 30 gigs up to 50 gigs up to 50 gigs WEBSITES Website Platform Designed from the Ground-Up for Accountants Website design, Content Updates & Hosting Mobile-friendly, Responsive Design - HTML 5 Google Analytics 5 Custom Website Stock Images and 5 Custom Website Pages AUTOMATED NEWSLETTERS Monthly Newsletters with Our Content + Yours Professional ecards: Birthday, Holidays and more Lead Capture & Lead Nurturing Marketing: List Management, Open Rates, Click Rates, etc. Custom Marketing Campaigns BLOGGING & CONTENT MARKETING Digital Marketing Library Automated Blog Posting 2-3x/week Automated Posting to Your Social Media Accounts Custom Video Scripts CLIENT MANAGEMENT & DASHBOARD Client Portal with Secure Messaging & File Sharing

5 Core Marketing Website + Content + Tools + Newsletters + Social Media Growth Marketing Core Marketing + Advanced SEO + Advanced Social + Video + Virtual Team Unlimited Portal Users Online Appointment Scheduling Automated Appointment & Due Date Reminders Electronic Document Signature (esign) SEARCH ENGINE OPTIMIZATION (SEO) Built-in, On-site SEO Keyword Selection & Optimization Website & Search Ranking Audits Firm Contact Info Added & Updated Across 50+ Local Directories Local Link Building & Citations SOCIAL MEDIA Basic Social Media Setup: Google +, LinkedIn, Twitter, Facebook Social Content Feed Custom Content Posting Social Media Follower Growth REPUTATION MANAGEMENT TaxBuzz.com Profile Testimonial Review Campaigns On-site Testimonials & Review Plug-ins

6 Core Marketing Website + Content + Tools + Newsletters + Social Media Growth Marketing Core Marketing + Advanced SEO + Advanced Social + Video + Virtual Team TaxBuzz.com Premium Membership Reputation & Review Monitoring & Consulting Promote Spotlight Page and Interview CLIENTWHYS SERVICE & SUPPORT 24x7 Support and Help Center , Chat & Phone Support "Virtual Marketing Team" (consider us your virtual marketing department) Setup Fee $195 $495 PAID PROMOTION AND ADVERTISING TaxBuzz Leads - Request a Quote (Coming Soon) Premium Placement TaxBuzz.com FaceBook Ad Campaign Set Up and Design Twitter Ad Campaign Set Up and Design Targeted Content Marketing Campaign Management Pay Per Click Google Adwords Campaign Management A LA CARTE Premium SEO Add-on Package at $99/mo Social Media Content and Follower Growth + $99/mo

7 Core Marketing Growth Marketing Website + Content + Tools + Newsletters + Social Media Core Marketing + Advanced SEO + Advanced Social + Video + Virtual Team Social Media Premium Design: $195 set-up fee Pricing subject to change. Additional á la carte options may be available, contact us for more information. Call us today to get started x3 View Some of Our Sample Sites Find out why our customers are so happy!

8 Questions? Please call us. We're here to help. Call us and speak with a Digital Marketing Consultant who will answer any questions you might have x3 Request a demo. One of our Digital Marketing Consultants will show you how the ClientWhys marketing platform can help you get retain more clients, generate more referrals and save you time managing your practice. SHOW ME CLIENTWHYS Start a free trial. Give the ClientWhys marketing platform a try by signing up for a 30-day free trial. You'll get a fully functional account. No credit card necessary. START A FREE TRIAL How does Marketing for Accountants Work? Technology changes have redefined what it takes for tax accounting firms to succeed online. Client relationship management (CRM) allows you to automate daily tasks and manage client communications, website content, appointment setting and much more. CRM is about managing the relationships you have with your clients and prospects. CRM combines business processes, people and technology to achieve a single goal of finding and keeping clients for life. It's an overall strategy to help you develop stronger, lasting relationships that will benefit both of you. It's very hard to run a successful practice without a strong focus on CRM and word of mouth. Adding elements of social media and making the transition to a social practice require expert guidance and support.

9 The goal of any accountant marketing program is to make your firm look as good as possible online. We call it reputation management. Firms need to control their online search results because they frequently contain inaccurate, misleading or outdated material, which can adversely influence how web searchers view you. Controlling your online reputation takes know-how and effort. But the results will redefine how you grow and succeed. sal imoni Testenti OurCl I received the Social Lobby Cards. I like them. Nice light-hearted touch for an accounting & tax office. Gordon McNamee CPA Upland CA Certified Public Accountant See More NEWS&UPDATES Does My Small Practice Need a Blog? Generate More Referrals with Social Media (Part 2) Generate More Referrals with Social Media (Part 1) CONTACTUS

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