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2012 Review of

CPAsites, LLC —

Best Fit:
CPA firms that want a unique design or features that other template-based providers do not offer. takes pride in being 100% CPA-owned and managed, which gives them the ability to relate to the online needs of CPA firms.


  • CPAsites does not use pre-designed templates, so all websites are unique.
  • Custom programming and graphic design services are included.
  • Tax acts and breaking tax and financial news are fed into sites quickly, within hours or days.
  • Financial calculators are on-site and branded with the firm’s name and logo.
  • Firms that subscribe to the website service can reprint articles in a local newsletter and can use them in any way they wish.

Potential Limitations

  • Since does so much up-front design work, firms are required to make a one-year commitment. However, after that time, a firm owns its website (except copyrighted content) if it decides to drop the service.
  • Except for initial design modifications and customers on the Platinum plan, charges $50 per hour to make changes to a website (the $25 minimum applies to most changes).

Founded in 1997, was one of the pioneers in the accounting firm website market. follows a business model of creating custom-designed websites based on CPA firms’ requests rather than canned templates.

Firms that request access to their website may use’s Website Manager to edit text, add pages, upload images, and make other changes to their website on their own.

Search Engines optimizes its customers’ websites for search engines and signs them up with Firms are encouraged to register with each of the search engines’ map services. Because all sites are custom-made and the coding is done manually, firms can integrate whatever site statistics package they want to use. Many firms use, and Google Analytics.


All domains are unique and owned by the firm. The firm owns and maintains the DNS records for the domain, and custom DNS records are available. Firms that stop using’s services are not charged a fee for exporting or otherwise extracting data.

Hosting leases a server from with RAID 1 dual hard drives, T1 connections, 99.9% uptime and N+1 redundancy. Although does not use mirrored hosting, data is backed up continuously to an offsite server. All administration is done over secure SSL connections and’s data centers are SAS certified.

The higher-end plans include a secure client portal allowing a firm to exchange files with clients in a 128-bit format that complies with all regulatory privacy requirements. The portal has a 5 GB limit on storage and currently has no limits on transmission.


E-mail hosting is available. However, it is not a required service and firms can use their own exchange or other server. does not include built-in tools for e-mail marketing, however, firms can use third-party applications such as Constant Contact.

Newsletter Marketing & Content

Newsletter articles are written by CPAs, and claims to have detailed writeups on its customers’ sites within a few days or hours of the passage of new tax acts. provides a national news feed that can be automatically populated to its firms’ sites, and other feeds can be added as well (such as AICPA feeds or tax feeds). With the Platinum plan, the newsletter is exclusive to the firm within 35 miles. Also, firms can add their own newsletters, but they can’t be mixed in with the newsletters provided by Instead, firm generated newsletters are shown at the side.

There is no built-in blogging engine associated with However, since the sites are custom-built, a third-party blogging software can be used for firms that want to blog.

Other Features assists its customers in adding social media links (Twitter, Facebook, LinkedIn, etc.) and even helps some firms create Facebook pages. However, it cautions firms to think carefully before implementing a Facebook page, because one that is rarely updated may be worse than having none at all.

Summary & Pricing offers four prices levels: a Bronze plan at $300 per year ($25 per month), a Silver plan at $50 per month, a Gold plan at $85 per month, and a Platinum plan at $150 per month. A detailed list of features for each plan is available at There is no setup cost for firms that make a 12 month commitment to the service. Modifications to a website are generally free at the outset, and then charges $50 per hour ($25 minimum) to make changes to a firm’s website except for customers with a Platinum plan which includes one hour each month for edits and updates.

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