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Firm Management

Websites & E-Marketing Tools Are Essential For Modern Firms

2013 Review of Website Building Tools for Accounting & Tax Firms


From the Dec. 2013 issue.

Many firms are effectively using digital marketing to tap into lucrative niche markets and services worldwide, and are leveraging their industry experience to provide better client service.  While firms historically grew by serving a wide range of local clients, many firms are now focusing on providing expert services to a much more narrow range of vertical industries over a larger geographic area.  Although this requires some travel for occasional face to face meetings, much of the interaction can be handled over web sites, portals, e-mail, cell phone, and video chat from anywhere.  This change in strategy provides more expertise to clients and better revenue opportunities for practitioners, and is being used by many firms across the country.

As we move to a global marketplace for professional services, there is no substitute for a good website.  Just as the previous generation invested in phone book listings and country club memberships to meet clients, every firm must have a website to be considered credible.  The quality of the content on the website is used by prospects and clients to evaluate the knowledge and competence of the firm, and is important to a good first (and subsequent) impressions. 

We reviewed six tools for building a firm’s web presence for 2013.  Those services are:

  • AccountantsWorld Website Relief
  • Build Your Firm Website and Internet Marketing
  • CCH Prosystem fx Site Builder
  • CPA Site Solutions
  • GetNetSet Websites for Accounting Firms
  • Tenenz AFSB Accounting and Financial Site Builder
  • Thomson Reuters Web Builder CS

Some of the features which should be considered include:

  • Is the application hosted in a commercial data center with backups, redundant power and internet connections?  Are the servers monitored and secured 24x7x365?
  • Are staff e-mail accounts and secure client portal solutions included with the website?
  • How tightly does the website integrate with the firm’s client portals, content subscriptions, and appointment calendars?  Does the website serve as a dynamic digital reception area for clients and prospects alike, or is it simply the web version of an out-of-date paper brochure held over from the last century?
  • Is the website creation tool easy to use for novices and yet flexible enough for those with advanced requirements?
  • How many site templates are available, and do they present the image which the firm would like to portray to clients and prospects?
  • Does the service offer custom template development, and if so, what are the short term and long term costs of such development?
  • Can users enter keywords, descriptions, and other information for search engine optimization without entering and tagging them manually in the code for each individual page?
  • What kinds of basic search engine submission, advanced keyword optimization services, and other services (e.g. pay per click campaigns) are supported by the service?
  • Is any syndicated content provided as part of the subscription?  Are custom content and client-facing tools for niche industries and practice areas available from the provider or an industry partner?
  • What, if any, integration is available between the firm’s website, blogging tools, and social media presences? 

Significant efforts are required from both practitioners and their marketing consultants to create an effective website using any tool.  These marketing efforts can be hindered with solutions which are inflexible, difficult to use, or include stale template designs.  Websites have evolved significantly since the 20th century, and if you are using an old tool like Microsoft FrontPage, it’s time to move on to a modern toolset with stronger features and better security.

A firm’s website is one of the least expensive ways to make a good impression on clients and prospects.  Just as one would not wear a tank top and cutoffs to a new client meeting, a poorly designed website with weak content does not put forth an image of competence, stability, and attention to detail.  Your website should be like your wardrobe – it should have seasonal, professional content which is appropriate for your audience. 

Firms must find tools which meet their needs and helps them communicate their personal sense of style and professional philosophy to a wider audience so they can attract the right clients.  A well-designed site can which help the firm and its partners achieve their goals.  Selecting, updating, and maintaining your website is a significant part of your firm’s image to the public.   Those who ignore or neglect this critical communication tool make it much harder for clients and prospects to work with the firm. 

See inside December 2013

Tax Research Systems Offer Stong Customization, Automation Features

2013 Review of Tax Research Software


Making the “Freedom To” Connection

When you hear the term “digital CPA” what do you think of? An accounting professional who is wired 24/7? A CPA who uses the latest technology to optimize their accounting practice?