Just as we periodically review and update our Financial Guides, we also update our calculators every quarter to ensure that you’re always getting the most up to date and accurate information out of our tools.

Our interactive financial calculators are quick guides to help your clients and readers to easily calculate multiple what-if scenarios for tax liability, retirement savings and much, much more.

We’ve just completed an update to bring the 56 interactive financial calculators in line with all 2008 tax codes. Since we’ve made these updates for you, your users are already taking advantage of your updated calculators, so there’s nothing at all for you to do.

Additionally, because you requested NASD compliance, we’ve adjusted the calculators to cap interest earned at 12%, as NASD requires. Remember, we’re always on the lookout for ways to improve your website tools and features and address your concerns and needs.

You now have even more choices of professional logos designed specifically for accounting firms. As long as you have a website with us you can use any of these 55 logos for accountants on your letterhead, business cards and, of course, your web site.

How your firm is perceived by clients and prospective clients is largely determined by your branding and marketing strategies. Branding tools like logo design, websites, business cards, and etc go a long way in creating your corporate image and setting you a part from other firms in your area.

All firm communication materials should ideally have your corporate logo on it. This gives your CPA firm more credibility and helps your clients perceive your business as a professional enterprise.

Here’s a few examples of the new logos.

This is just 6 of the 21 new logos we’ve added for you.
Take a look at our complete list of 55 logos for CPA and Accounting firms.

If you’d like to add one of these logos to your site, please call us at 800-896-4500.

In our continuing efforts to provide you with the best and most up to date content for your website, we’ve completed our quarterly review and update of every financial guide on your website.

The financial guides are written by our top accounting professionals, and are specially designed to help your clients through business, investment and life transitions. Additionally, they’re an extensive and in depth resource that will keep clients and potential clients coming back to your site again and again.

To ensure that these 3,000 pages of content and financial information are up to date, we’ve carefully examined every article and edited them to reflect all 2008 Tax Codes and Laws. There’s nothing for you to do at all, just relax knowing that your clients have access to to most current financial guides possible.

Just like your Monthly Newsletter, Tax Rates, and Tax Due Dates, your site stays on the cutting edge without you needing to lift a finger. It’s all part of our mission to continually improve your site, and make the management of your site easier.

We’ve recently made a dramatic change in the way we manage email. We’ve moved from our increasingly obsolete Hsphere email to a new, feature rich email management system.

We understand that communication is the lifeblood of your firm, and with the increasing popularity and availability of the paperless office, email has become the ultimate communication tool.

This new mail system is managed on fully redundant servers. If something goes wrong on one mail server, another backup system automatically and instantly picks up where the other left off, so your mail is always running.

Unlike our previous mail tool’s limited storage space, each new mailbox has a huge 6,500 megabytes of storage space, that’s six gigabytes! The outstanding search feature allows you to quickly find any email in seconds, much more convenient than sorting and filtering mail manually.

The included powerful anti-spam system has all of the analytical power of Google behind it, so you’ll only see the good mail that is meant for you in your inbox. All the unsolicited email will drop right into your Spam folder. Every incoming email and attachment is automatically scanned for viruses, keeping your inbox clean and free of clutter and your internal systems and critical resources safe.

Email also works well with your Mobile Devices and Outlook. A custom application for managing email through your BlackBerry is included, as is a mobile version of the full-featured webmail tool. It’s easy to set up and easier to use.

Best of all, in addition to the reliable and secure email system, you get the full Workteam Collboration Suite. You can share contact lists, Calendars, Word Documents and Excel Spreadsheets with the members of your firm. It’s all completely integrated into the email system, so with one login, you’ve got communication and a complete office suite at your fingertips.

I don’t know if you’ve ever taken the time to check out the client newsletters other CPA firms provide to their clients. I have, and I can tell you that yours is best I’ve seen.

Your monthly client newsletter has something of interest for a wide range of clients. The 3 Featured Articles help your business and individual clients successfully navigate their financial future.

The 3 Tax Tips are all approved by the IRS and gives your clients food-for-thought and insightful tax saving strategies.

The new (optional) QuickBooks Tips offer your clients great ideas on how they can become even more productive and glean insights to their financial situation. These tips position you as a true QuickBooks expert.

The 3 Financial Planning Tips are great reminders to help everyone take better care of their finances so they reach their financial goals.

Your clients also get a reminder of each of the tax filing deadlines for the month, so they don’t miss them.

Add that all up and you can see why your firm’s client newsletter is arguably the best one out there.

In the past we only included summaries of the 3 Featured Articles in the emailed version of your client newsletter. This month we’ve expanded the emailed version of your newsletter to include the titles and links to all the featured articles, tax tips, QuickBooks tips, financial planning tips and tax due dates. That way there is a greater chance that your clients find an article that catches their interest.

Your clients know that you are looking out for their best interest when you regularly provide them with helpful financial tips. And best of all it enables your firm to retain your clients even longer.

Your monthly emailed newsletter also generates new engagements by gently reminds your clients that they can turn to you for other financial services besides tax preparation.

So add your clients to your emailed newsletter. You can add them one at a time from the form on your newsletter page. Or you can email us a list of your clients’ email addresses and we’ll import them into your subscription list for you.

As part of our continuous quest to improve our services, tools and content, we’ve turned our attention to the monthly newsletter and Email Marketing System. We’ve just expanded the newsletter to include an optional new QuickBooks Tips section.

The new QuickBooks Tips section includes a number of tips and instructions to help your clients get the most out of QuickBooks and your QuickBooks services. This new section positions your firm as QuickBooks experts. So when a client or prospective client needs QuickBooks help they’ll turn to you.

Just like the monthly Featured Articles, Tax Tips, and Financial Planning Tips, this QuickBooks tips section is written by our award winning team of CPAs and MBAs to provide your clients with just enough information to pique their curiosity and entice them to come to you for the details.

As with many of our improvements, this one is completely optional and easy to integrate into your site. In fact, if you’re using our QuickBooks services section, then the additional QuickBooks Tips section is already added to your Newsletter and Email Marketing System.

Don’t Want QuickBooks Tips in Your Newsletter?

No problem. Our Email Marketing System and automated monthly newsletter update tool examines your site’s Navigation Bar before adding the QuickBooks Tips. If the QuickBooks services pages don’t appear on your site, then the QuickBooks Tips won’t be added to your newsletter.

So if you don’t want the QuickBooks Tips, please make sure your don’t have the QuickBooks Services pages on your site.

Please visit our sample newsletter to see how this new content is integrated into your site’s Newsletter page. You can find out more about our Email Marketing System and Monthly Newsletter by visiting the ‘What You Get’ tab at CPASiteSolutions.com.