SYSTEM FEATURES

The Client Connect CPA system features technologies that enable your firm to enhance and automate meaningful client connections.

• Auto-Tailor: add automated content from trusted sources delivered and flowed automatically into your website
• Click-to-Connect: alert clients about new content on your website with the click of a button
• Click-to-Order: quickly re-order letterhead, business cards, tax folders, newsletters, etc. online
• Click-to-Edit : edit and add content right inside your web browser window
• Creative services: allow our talented designers and writers craft communication tools that impress your clients and prospects
• Search engine optimization: use easy tools to improve your ranking in search engines
• Enthusiastic support: contact our devoted support team however you like-via phone or by adding a quick note to your website-we'll be in touch to ensure your issue is resolved quickly and correctly