2014 Review of CPA Site Solutions

Best Firm Fit

Firms that want a web site that can be developed into a full service client portal offering access to accounting, tax and other software applications.


  • Breadth and depth of library of content to incorporate into your website
  • Comprehensive integrated marketing materials and automated newsletter process
  • Option to plug-in cloud applications

Potential Limitations

  • May be more than you need if you want your website to be simply an electronic brochure


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