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AFSB Accounting and Financial Site Builder
From the Aug. 2012 review of Web Building tools for accounting firms.
Firms adding their own content to a template-based solution at a low cost.
- With a basic monthly subscription fee of $29.99 and a 20% discount if paid annually ($288/year, effectively $24/month), AFSB is the least expensive web builder among the products reviewed after the discount.
- Over 120 templates and thousands of variations available, including specialized templates for both CPAs and EAs.
- New templating system uses CSS technology, a billboard homepage feature and Flash
- AFSB’s “Website Wizard” guides the user through creating a website step by step.
- Users can easily add an events calendar, a PayPal link to accept payments securely, Google Maps showing the company location, and social media widgets and unlimited pages of their own content.
- AFSB Sites include articles, monthly client newsletters, and financial calculators.
- The system allows firms to integrate logins for programs such as accounting and payroll, on-line e-filing tools, archiving tools or blogging engines.
- A free tool is included for creating online forms.
- Templates and pages are pre-populated with content that is fairly basic as is, but can be edited and customized to each firm’s needs using a website wizard.
- Although the software allows for an unlimited number of additional pages, the content management is not searchable, potentially making it difficult to manage a very large number of additional pages.
Introduced in July 1999, AFSB Accounting and Financial Site Builder is now in its 13th year with a mission, per its website, “to offer websites that are affordable, designed just for tax and accounting business, and easy to manage.” AFSB is part of Tenenz, Inc., which has served tax and accounting firms for more than 40 years.
AFSB has an excellent WYSIWYG text editor for changing page content with toolbars similar to Microsoft Word. Advanced users can add html code to any page. Although the amount of help in AFSB’s Support Center is somewhat limited, users can e-mail technical support with questions. AFSB also provides a service to make changes on a website for its customers at $100 per hour ($25 minimum).
Firms can enter a navigation title, page heading, keywords and description for every page. For an optional one-time fee of $30, AFSB offers search engine optimization services for submission (registration) and consultation (primarily meta tags). Google Analytics can be automatically integrated into all pages of a firm’s website for no additional fee.
Included in the cost of an AFSB website, all domains are unique and may be either owned and managed by the firm or by AFSB depending on the firm’s preference. If AFSB manages a domain, there are no contracts and the firm always has the option to transfer out and self-administer. Firms may export their own data at no charge, however, licenced images, templates and other copyrighted material may not be exported as firms do not own this information.
Data is stored in a SAS 70 Type II facility with redundancy and all site administration is done over SSL. Data is backed up daily. The AFSB integrated portals are HIPAA/GLB/IRC 7216 compliant for secure and encrypted file transfers.
Though not required, e-mail is included in the service for all AFSB administered domains. Up to 20 e-mail accounts are offered (or more upon request), which can be accessed from a firm’s e-mail software such as Outlook or from a web browser. AFSB offers the following types of accounts: Forwarding, POP and IMAP.
Newsletter Marketing & Content
Monthly client newsletters are available to all AFSB customers for no charge and it automatically populates to all AFSB websites. It may be e-mailed to clients and prospects for an additional fee. Firms can also add their own content. All AFSB sites have two RSS feed functions: the News Digest from AFSB or the firm’s newsletters, both of which a firm’s clients can subscribe to. An optional e-mail marketing service is available that has full COPPA/CON SPAM compliance.