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.

Strengths

  • 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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Full Review:

CPA Site Solutions claims to be the largest provider of websites for accountants with over 7,000 firms using the platform. The company was founded in 1999 to help accountants take advantage of the internet. They believe so strongly in the service that they will setup your website and email accounts and give you two months to work with it and if you’re not happy with the results you owe nothing.

As you read the bios for the team members and the guarantees that they offer, it seems pretty clear that this is an organization that is fueled by a passion to serve its customers.  For confirmation you can review the long list of client testimonials posted on their website.

Some of the notable features available include:

  • Library of 300 website designs, as well as the opportunity to create a custom design
  • Monthly client newsletter that provides three featured articles, three tax saving tips, a QuickBooks tip and monthly due date reminders.
  • Integrated email marketing feature will send your clients an email linking them back to the newsletter on your website. Your clients can stay connect with an optional RSS feed.
  • Library of 3,000 pages of financial guidance articles including life event guides, business strategies, tax strategies and more.
  • Library of over 1,000 frequently asked questions (FAQs) related to tax, accounting and financial issues.
  • Integrated WordPress blog
  • Integrated file sharing portal
  • Optional Integrated cloud based document management system, accounting system, tax preparation, payroll and more.
  • Integrated credit card payment processing
  • Marketing services that include search engine optimization, pay-per-click advertising and social media.

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.

Strengths

  • 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

Summary and Pricing

CPA Site Solutions offers three alternative plans; Silver @ $49.50 per month, Gold @ $69.50 per month, Platinum @ $99.50 per month.  Visit their website for details of what each plan offers.  The company offers a two month unconditional money back guarantee, after your web site is setup. Additional custom design services are available for an additional fee.

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