Client Connect CPA


Press the button.

Better connections with clients and prospects are just a click away. Client Connect CPA leverages the latest technology to help your firm connect more often without spending more of your limited time.

Click-To-Connect personalized email notifications are sent with a single click. One click draws clients and prospects to your firm's website engaging them with content specific to their needs and interests.

Best-In-Class Preference Center.

We've all received email that we didn't want. We use the latest technology and industry expertise to deliver a best-in-class subscriber preference center.

  • Clients and prospects can sign up in seconds.
  • Subscribers can easily manage topics, content type and frequency.
  • Unsubscribing is easy too, but we make sure they are given the opportunity to adjust the frequency if they just want to be contacted less often.
Branded, Personalized Messages.

All communication from your firm will look like it coming from your firm. Emails will make the look, feel and tone of your brand. Emails are sent from your domain. And, some emails even feature a photo and contact information for the member of your staff the subscriber selects as his or her primary contact.

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