Firm Management
2019 Review of CPA Site Solutions
Dec. 18, 2019
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CPA Site Solutions
800-896-4500
From the 2019 reviews of website building systems for accounting firms.
CPA Site Solutions offers website design specifically for accounting firms, and is well suited for firms of any size. CPA Site Solutions is a scalable application, with four plans available, with each plan offering a variety of features and functionality, with complete web design included in all plans.
CPA Site Solutions offers an excellent selection of web designs, with the Silver plan offering 69 standard web designs, while the Gold, Platinum, and Diamond plans offer 250 standard and premium website designs. All plans include responsive designs that are optimized for desktop computers, laptops, network computers, and iOS and Android smartphones and tablets. CPA Site Solutions also offers up to 100 logos that can be used for any firm, or users can simply upload their own logo. There is no design fee charged for any site created, and there are no contracts necessary. For those interested in a custom design, the Diamond plan includes the use of an elite design, a custom color pallet, and personalized homepage, along with customized pages. Users can also opt to use their own web design, if desired.
CPA Site Solutions offers more than 250 website templates, with both standard and dynamic options. A completely customized homepage option is also available in the Gold, Platinum, and Diamond plans. Websites can also include up to 67 pages prefilled with relevant client content, with users able to add an unlimited number of custom pages to the site if desired. This ready-to-go process makes it simple to have a functioning website quickly, with the ability to add additional content at a later date.
CPA Site Solutions offers an excellent array of website content in all of its plans, including an automated monthly client newsletter, 3,000 + pages of financial and tax guides, business strategy articles, and 1,000 frequently asked questions and answers, with users able to choose what content they wish to include on their website. Also available are life event guides, more than 50 interactive financial calculators, and an investment strategies section. The product also includes numerous productivity tools, including a tax organizer, a firm portal for sharing confidential documents with clients and employees, the ability to accept online payments, and even the ability to add an online bookstore to the firm website.
CPA Site Solutions allows firms to use their own domain, point multiple domains to the website, and will handle domain name registration, transfer, and renewal services. Those that wish to edit their website can do so by simply logging into the Site Manager, where pages can be edited, hyperlinks entered, and Microsoft Word documents converted to HTML format for easy viewing. Users can also upload images to the Site Editor to use on the website. For those hesitant to make changes, the Site Manager Tutorial will take users step-by-step through the enter site editing process.
CPA Site Solutions offers excellent website optimization, with users able to view all website traffic statistics, add unique page titles, and use customizable search engine descriptions. All websites are indexed by popular search engines such as Google, Yahoo, and Bing, and users can add their own key words to increase site visibility. CPA Site Solutions also offers website add-ons such as search engine optimization (SEO), social media for accountants, reputation monitoring, and various pay-per-click options for accountants.
The Platinum and Diamond plans in CPA Site Solutions include a blog option; with users able to use WordPress to set up and run a blog from the website. Document storage is also offered in all plans, with the Diamond plan offering unlimited storage capability.
CPA Site Solutions offers a comprehensive Help Center, where users can access a variety of step-by-step instructions in a variety of categories such as Quick Start, Secure Firm Portal, Site Manager, and Newsletter/Email Marketing. The Gold, Platinum, and Diamond plans also offer unlimited toll-free support and live chat options, free site setup, and one-on-one website training.
CPA Site Solutions is one of the most comprehensive website building applications on the market today. Well-suited for firms of any size, there are a number of plans to choose from including Silver, which is priced at $62.50 per month, Gold, which is $83.50, Platinum, which is $109.50, and Diamond, which is $139.00 per month. Users pay on a monthly basis, with no long-term contract required. Those interested in CPA Site Solutions can visit their website to download a free, 60-day trial to give the product a test run.