Client Connect CPA


News Manager

Powered by Auto-Tailor, recent news is automatically delivered from a variety of sources every day. This enables your firm's website to act as a one-stop-shop for clients. Dynamic content positions your firm as relevant and invested in bringing current, valuable content to your clients.

Auto-Tailor, automated content

So many firms struggle to keep the news section of their site current, especially during busy season. With Auto-Tailor and the News Manager module, your site will feature relevant news and events updated daily from these trusted sources and more.

Auto-Tailor news sources

Enter once, display everywhere

Add a news item to your online database and it will instant publish to all of the appropriate pages on your firm's website.

Click-to-Connect news alerts

Want to send a news alert to your clients? Just click a button and they will instantly be notified of the new item with a link back to your website.

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