An Announcement from
A Custom Marketing and Communications App,
Exclusively for Accounting and Tax Businesses
(Included in Your Membership, for Current Clients Only*)
We have been cooking something NEW for you.
A way to engage your clients and leads at a deeper, more scalable level, and something you're going to love.

A custom business app, for you to easily manage and deploy sophisticated digital marketing efforts, with our help – even beyond those we already provide you.

And with it, to provide powerful additional services that we’ve long dreamt of making available to you.

The ClientStack app is ready, and we are sending you access to your business’s account in it, if you haven't received access already, as a part of your services with us – at no additional cost. (For selected clients only.)

Our hope for this is that it will become your favorite app.

It will streamline your experience as a client, replacing certain apps we’ve provided in the past, and bringing even greater ease to the review generation process and other efforts for your firm.

And from it, you’ll also eventually be able to manage most or all of your marketing efforts and company communications. It will save you costs you may be spending on similar functions across other apps, giving you and your staff one consolidated and preferred place to manage your practice’s crucial relationships.

We have been (and will continue to be) investing heavily in developing features within it for you, with that goal in mind.
The first ClientStack features immediately available there will be:
  • Review Generation:
    For getting more positive reviews on your business’s online listings (and thus better search rankings, and more interested prospects.
  • Reputation Management:
    For maintaining a highly-visible five-star reputation for your business online.
  • Web Chat:
    Option for leads and clients to reach out directly to your office when visiting your website.
Phone Tools just rolled out:
  • Call Tracking:
    For measuring and evaluating your marketing efforts.
  • Two-Way Texting:
    For easier, direct communication with your prospective and current clients
  • Missed-Call Text Back:
    To automatically follow-up with new leads that call your office, but don’t reach a live person, so you don’t miss potential new clients
You’ll be able to jump in, and start using those right away.
(And if you’ve been using your current business app from us for some of these, it will now be replaced by this new, more powerful app.)
Much, much more to come!
To get access to ClientStack, there’s no further action you need to take right now, besides keeping an eye on your inbox.
You’ll be hearing more from us about it (if you haven't already), including an email that will explain how to get logged in, to get access to your team members as needed, and to take advantage of this for your business right away.
Exciting things are in store for your business this year.
* Note that the app is not included in the following stand-alone Legacy service subscriptions: Email Marketing, Social Media Marketing, Simple Hosting, or Advertising Only.
Hi I'm         
Jeremy Jackson
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