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Document Library
UPLOAD, ORGANIZE AND ARCHIVE
Use Client Connect CPA™ to build and maintain a document library of white papers, newsletters, audio and video downloads, e-books and more.
The module publishes, organizes and stores your work. As site visitors benefit from these resources, your credibility as a thought leader will increase.
PUBLISH AND PUBLICIZE DOCUMENTS
With the click of a mouse, notify clients of new additions by e-mailing to your contact lists. Designed to pull readers back to your website, these e-mails link back to relevant pages, mention similar areas of interest and encourage lead submission.
Key Features
- Build and maintain a document library to position your firm as service oriented, relevant and credible
- Publish, organize and archive work
- Notify clients of library additions with customized e-mail
- Establish thought leadership
- Attract more users to your site and encourage lead generation
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CREATE AND MANAGE SEARCHABLE DIRECTORIES
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KEYWORD SEARCH
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DEPARTMENT SEARCH
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Key Features
- Populate relationship-building directories quickly and easily
- Direct users toward correct representatives with the touch
of a button
- Search employees by department, Boolean search and alphabetic lists
- Drive users toward specified goals
- Display a vast array of services in a way that resonates with your client base
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