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We customize and seamlessly integrate our Web-based contact database and sales software with your customized Website. When prospective clients fill out your Online Form, dansmithcpb.com/onlineform.cfm, or subscribe to your monthly, electronic Bookkeeper Tips Newsletter, dansmithcpb.com/bookkeepertips/subscribe.cfm, their contact information is automatically captured in your contact management database to assist you with your marketing. This contact database software enables you to add contacts to your database, search the database, download the database, and generate database reports. We email contacts in your database your monthly, electronic Bookkeeper Tips Newsletter and Alerts.
Please note: We use your database to email your Bookkeeper Tips Newsletter and Alerts. We do not use your database for any other purpose. The client and prospective client names listed in your database are your clients and prospective clients and not NACPB's.
We host and maintain your Web-based contact database and sales software.
Our Web-based contact database and sales software enable you to access and manage your contacts at anytime and from anyplace with any Internet connection.
To learn how to use the contact management database, attend our Marketing and Selling Bookkeeping Services training. To register, go to the Members Only portal.
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