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Our web sites are packed with a broad range of powerful features that allow you to aquire new clients, better serve existing clients, and reduce your operating expenses.
Please read through the description of the features to understand the power this web site gives you.
Marketing:
The best web site in the world is useless if no one knows about it. We help you get the word out by providing...
- Unlimited FREE Search Engine Submissions
- Customizable Search Engine Keywords
- Customizable Search Engine Descriptions
- Integrated Appointment Setting Program Option
- Monthly Opt In Emailed Newsletter Delivery
- Send Additional Newsletters at no cost
- Detailed Traffic Stats
- Link Exchange
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Easily Modify Your Site:
Your site comes complete. You don't have to modify a thing and you will have a great web site. If you want to customize your web site it couldn't be easier or more flexable.
You can change or modify anything our everything on your site without being a web programmer with our automated web base site management system.
Here's what we do in order to make modifying your web site easier.
- Free Unlimited Technical Support
- Toll Free 800# access to Technical Support
- Fully Automated Web Based Site Management System
- Add unlimited number of customized pages
- Add Custom Pages Easily Without Having to Know HTML
- Add Custom Pages with HTML
- Change Order of Pages
- 24 x 7 FTP Access
- MicroSoft FrontPage Extensions
- Add an unlimited number of pictures
- Add Your Firms Logo
- 26 Site Styles To Choose From
- Custom Site Styles Available
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Secure File Transfer:
It is unsafe and frustrating and unsafe to have your clients send you their accounting or tax information by email. Emails can be intercepted and often have a 5 megabyte size limitation.
Most Quicken and QuickBooks files are much larger than 5 megabytes. You can securely transfer files as large as 45 megabytes with the Secure File Transfer feature.
You can also post your clients previous years tax returns in a secure section on your web site. This way whenever they need a return they can easily get their hands on it. This is a great extra service to provide your clients.
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Monthly Newsletter:
By providing your clients with an attractive, personalized newsletter on a regular
basis, you will not only improve client relations, but you will also
be able to increase your billable hours.
Increase Billable Hours
Most of the articles refer your clients back to you for additional
help and advice with their financial matters. The newsletter provides
them with enough information to pique their curiosity, but leaves the
details to you. The articles very informative and up-to-date yet
don’t overload them with information.
Keep Your Clients Informed
We provide you the option to talk directly to your clients in your
partner letter, which appears on the top of the newsletter. Within
your partner letter, you can share your expertise with your clients
and remind them why they should be coming to see you, particularly
outside of tax season.
Client Retention
By providing your clients with updated information on your firm’s
activities, you will strengthen your relationship with your clients
along with providing firm recognition. The more often your clients see
your name – and possibly your face – in front of them, the more
likely they will turn to you the next time they need financial advice.
Client Education
Your clients will know that you are looking out for their best interest
when you provide them with timely financial information that could
affect their financial future. Gently remind them through the
newsletter that they can turn to you for other financial services
besides tax preparation.
Cross Sell Your Services
Not all of your clients know what services you offer besides tax
preparation. Through your newsletter, you will be able to update them
on your latest services and certifications as well as remind them of
the services you have always offered. Also by choosing articles that
relate to the services you offer, you can prompt your clients to
contact you for further details.
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Email Marketing System:
You will acquire new clients and increase your billings when you proactively email helpful articles to your clients and prospective clients each month.
By regularly sending free financial tips and tax tips, you'll establish good faith and firm recognition at a very low cost. Through repetition, you put your firm first in the minds of your prospective clients. So the next time they need financial counseling they'll hire you.
This email marketing system can be setup to run without ANY additional investment in your time or money.
Referral Generator
Use your Email Marketing System to generate referrals from your existing clients. Many people would gladly give you their family and friends' addresses in order to have them receive your tax tips. Your clients and prospects can easily sign up for your services on your web site.
Email Marketing System Features
- Communicate with Clients and Prospects Monthly
- Automated Subscription Management System
- Unlimited Number of Subscribers
- Send Additional Newsletters at no cost
- Online Subscribe/Unsubscribe Forms
- Easy Opt-Out Links on Newsletters
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Accept Credit Card Online:
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Get Paid For Referrals:
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Interactive Financial Calculators:
Your clients and prospective clients will get many of their questions answered and learn new insights in their finances when they explore the interactive financial calculators on your site.
For example, your clients can get a quick estimate of their 1040 tax liability on your web site whenever they like. This interactive calculator asks the user a series of questions and based on the answers generates a report detailing what the user owes in taxes.
We've found that clients find this feature so valuable that they actually tell their friends to go online to see if they are going to get a refund this year.
Your clients and prospective clients will also get interactive answers to questions about their personal finances, retirement planning, college education funding, buying a car, buying a house, and more. The only way to truly see how valuable these calculators are, is to try them yourself. Take a minute and try a few by clicking here.
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What's Included