e-Marketing and Practice Development

 Marketing to your existing and prospective clients is critical to maintaining a healthy growing business. Through our associations and partners, you can receive the assistance you need in developing marketing plans for your practice, creating seminar and training programs to help get clients, and learn the best methods for implementing business accounting solutions for a variety of vertical industries.  Learn how to leverage technology to do better business and more of it.  e-Marketing is a great place to start attracting online clients!  See what our partner, BizActions, offers...

BizActions

Take Control of

   Client Communication, Lead Generation, & New Business

BizActions is a weekly email communication system that keeps you connected with clients, prospects and referral sources all year long. Get more business by providing valuable ideas, making timely announcements and accessing online reports that discover key information and needs about your clients and prospects.

Everything is branded to your firm – including logos, colors, and links to your Website

You can learn more about BizActions with a FREE 21 Day Trial Benefits

Market Intelligence

Discover client and prospect "needs" through dynamic innovative reports. Each time a client or prospect clicks on an article or announcement, the BizActions Reporting System captures the information and presents a consolidated view of all activity for each account. There are seven different categories of reports to choose from. See activity by each partner’s clients and prospects, by Articles read, by Announcements…and many more. BizActions gathers the data - you gather the knowledge.

Cost Effective

BizActions provides everything you need to send emails in a professional manner.

What does that mean to you?

  • No Hardware or Software to acquire

  • No Maintenance cost

  • No Database management issues

Send an unlimited number of emails at no extra cost…include all clients, prospects, and referral sources and all their employees too. Many new accounts come from people changing jobs or starting new businesses. Deliver BizActions weekly, bi-weekly, or monthly…your choice. Include Banners and Announcements or not.

Ease of Use

Stay in constant contact with clients, prospects and referral sources with minimal effort. Use the BizActions catalog of Banners and Announcements – FREE. The password protected Sponsor Center is the heart of the system. Managing a single newsletter or an entire marketing campaign is made easy. Customer support is only a click away. Choose one of the numerous options we offer.

  • Help Screens on all pages
  • Searchable Sponsor Manual
  • Submit a trouble ticket in the support system
  • Technical & Customer Support through Contact Us
  • Live Customer Support through instant messaging

When you sign up with Bizactions, you will be assigned a Customer Service Representative and receive complete training and guidance on setting up and using BizActions. Our goal is to help you grow your business.

Take advantage of our Alliance with BizActions and market QuickBooks Professional utilizing our on-line platform. Click Here to get more information. Enjoy greater communication with your clients and become more efficient in the process.

Get more information today

  

Take a Tour

Free 21 Day Trial

Detail Feature list

CPA Firm Testimonials

Endorsements

More Information

Leverage the BizActions System with the e-Accounting QuickBooks Pro  Platform.

Promote QuickBooks Pro on-line through e-Accounting with special Banners and Announcements designed to professionally market to clients and prospects. Find out who needs these services based on click-through activity – then make the sale!

Differentiate your firm by providing the Professional version of QuickBooks on-line through the e-Accounting platform.

You can also purchase a special Niche containing QuickBooks articles which are delivered to selected clients and prospects. These special articles are delivered every two weeks and are designed to position your firm as a QuickBooks expert

For more information call 301-947-1429

Key Features

Email Delivery

  • Unlimited Email Accounts

  • Automatically detects HTML or TEXT

  • Exclusivity for Recurring Clients – no other CPA firm can send BizActions to a recurring client!

  • Automatically Unsubscribe to BizActions

  • Custom Logo, Colors, & Look for Each Sponsor

Articles & Categories

  • All Articles are Original and Written by Experts in Their Field

  • All Tax Articles Reviewed by an Independent Outside Expert

  • Sponsor Selects which Categories their Members can Choose

  • Member Selects which Categories to Receive

  • Select from Various Niche Editions and Send to Selected Clients and Prospects

Announcements & Banners

  • Three Announcements per Email

  • Sponsor Controls Content, and Schedule

  • Free use of Over 300 Announcements

  • Three Banner Positions Included- Top, Middle, Bottom

  • Create Campaign in Advance- Up to 1 Year

  • Use BizActions Banner Catalog Free- 75 Banners

Reports

  • Consolidated Reports of Each Member

  • Article & Announcements Read Reports Ordered By Click-Through

  • Robust Search Engine

  • Add Notes to Each Member & Manage Follow-up

  • All Reports Sorted in Order of Latest Click-Through