Introducing ClientWhys Connect— A Personalized Client Portal Designed for the Modern Web

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.

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Easy-to-use interface

Our portals are designed for the modern browser experience, making it easy for clients to securely access documents online in minutes, no downloads, no plugins.

Malibu, CA (PRWEB) November 01, 2012

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.

“Gone are the days where email attachments are not delivered because of file size,” notes Lee Reams, II, CEO of ClientWhys. “Our portals are designed for the modern browser experience, making it easy for clients to securely access documents online in minutes, no downloads, no plugins.”

ClientWhys conversations are the best way for clients to access independent professionals for advice and documents and to ask additional questions. All correspondence is stored in the same thread, eliminating the hassle of searching through email for the latest client reply. When a conversation is closed, professionals can easily archive it for future access, should it ever be required.

ClientWhys uses the same SSL technology to secure documents as online banks. The drag-and-drop feature easily allows professionals to upload multiple documents at one time. Better yet, professionals can download all of the files in a conversation at one time. Eliminate the panicked client requests for tax return copies or other documents after hours. There are no file size limits. Thus, there is no stress.

Future enhancements include a mobile client view, automated client newsletters, and much more. Packages start at $25 per month. Visit clientwhys.com or call 1.800.442.2477 x3 for more information.

About ClientWhys, Inc.
ClientWhys is a publisher of educational material for tax, accounting, and financial professionals and their clients. ClientWhys develops Web sites for professionals and Web-based client communication and practice management tools that help to streamline the offices and practices of independent professionals. With thousands of customers nationwide, ClientWhys is a proponent of green technology and offers industry-leading service as a software (SaaS) provider. For more information, contact ClientWhys at 1.800.442.2477 or visit us online at http://www.clientwhys.com.


Contact

  • Lee Reams II
    ClientWhys, Inc.
    (818) 338-8700 x222
    Email

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