ClientWhys Blog

ClientWhys Client Portal Lockbox now allows Firefox Browser users the ability to drag and drop multiple files directly into their client lockbox folders. This easier way of securely sharing files online will save valuable time when sharing confidential documents. (read more)

o The PTIN and preparer registration will be an annual event.
o The PTIN and preparer registration fee for the first year will be $64.25.
o Online registration is expected to start mid-September.
o Existing PTIN Application (W-7P) process to suspend operations effective Aug 22, 2010.
o Multiple sections of Circular 230 are being modified to accommodate the new registration program. (read more)

On August 5, the Internal Revenue Service announced that starting with next year's tax filing season, it will no longer provide tax preparers and associated financial institutions with the "debt indicator," which is used to facilitate refund anticipation loans (RALs). (read more)

We have been testing to see how long it takes for a Coupon Code that is added to Facebook or Twitter to be picked up by the Coupon Websites. So far, we have seen good results in as little as 3 days. How can this benefit you? (read more)