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Improvements Blog

Every month you get something new or improved because of our commitment to continual improvement.


Your website is already a powerful marketing tool, but with the Google Analytics system, it becomes even more powerful. You can easily and closely track how people found your site, how they move through it and how they become customers.

We’ve expanded our Platinum Service Level’s marketing features to include setup and management of the Google Analytics tool for your site. We’ll set you up with your own Google Analytics Account and add your unique tracking code to every page of your site.

Once installed, it takes just a few clicks to view detailed information about how your visitors are using every aspect of your site. With this information you can carefully adjust your website to maximize incoming business at a minimal cost.

Google Analytics is completely integrated with the Google AdWords system, which means that you can even more closely track the success of your Pay-Per-Click campaigns.

Take a look over our Google Analytics overview for more features of Google Analytics, or give us a call to add this new feature to your Platinum Site at no additional cost.


Brian O'Connell | July 31, 2008 | no comments

It takes a lot to stand out in today’s marketplace. If you want to step beyond a template for your CPA Website Design and offer your clients something truly exclusive CPASiteSolutions is exactly what you’re looking for!

You don’t need to spend thousands of dollars to give your Accounting Website that “uniquely you” look, either. CPASiteSolutions offers a variety of custom design features that can give your site that custom touch that sets you apart from the competition for less than $300.

You’ll be amazed how much difference you can makes in giving your website a professional, exclusive feel just by changing the header!

CPA Site Solutions lets you change your header image with any image you want; a local landmark, your office… whatever you feel best reflects on your firm. Just Email us a copy of the picture you want to use and voila! For less than $300 your CPA Website Design has all the personality of a $2000 custom site!

If you can’t find a picture you like for an added charge we’ll take care of it for you. We’ll find a commercial photographer in your area and make sure that you have rights to your own image.

If you really want your CPA Website Design to reflect your company’s determination to stay on the cutting edge of technology you very likely have a flash landing page or header. You can also have these modified for the same low price. A custom flash page for less than $300 is unheard of in the web design industry, but at CPASiteSolutions our on-site flash artists have all the tools they need to modify your existing flash landing page with any image of your choosing for only $295.

Want to change the background color of your site? The Font? The menu? We can do that too; and for less than $200 .

Are you looking for more? Have you worked hard to get to the top of your game, and are you ready for your website to reflect that?

Then it’s time for a custom website and CPASiteSolutions is the perfect company to help you. We’ve been an innovator in the CPA Website Design business for 10 years, and the same skilled designers that designed our templates are also available to do custom work for you. We can usually have your site and running in our CMS in two to four weeks.

Of course if you already have a custom CPA Website Design that you like, or if you prefer to work with an outside designer, CPASiteSolutions is still your best solution. You see we can take your Custom Site Design and for the low price of just $495 we can integrate it into our “Site Manager” CMS.

What’s a CMS?

A CMS is a “Content Management System”. You no longer need to pay a web designer a ridiculously high hourly rate to make changes to your website every time your staff changes or your office moves. No more thousand dollar updates whenever your free reports need to be changed to reflect new tax laws or changes in the economy. You don’t need to know anything about coding to be your own webmaster. With our Site Manager CMS anyone in your office can make these simple changes for you: And best of all, as CPASiteSolutions continues to create new features and content you can easily and seamlessly incorporate your custom CPA Website Design with the new content.

Kenny Marshall
CPA Website Design and Internet Marketing Consultant


Brian O'Connell | July 30, 2008 | no comments
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We’ve just completed another improvement to your ability to upload files to your clients’ secure FileVault. The next time you log into your Secure File Exchange System, look out for our brand new FileVault Windows application in your “More” menu.

This new Windows application is actually installed on your computer and allows you and your clients to quickly upload files to your Secure File Exchange System without having to log into the Client Portal.

This new version of the Windows Application includes many new features you’ve been requesting.

It allows you to upload complete batches of files with just a few clicks , eliminating the repetitive process of uploading one file at a time.

You can quickly upload files to any Client User. And each of your clients can upload files to their own account.

The One-Click Upload feature allows you to easily send any file to your Secure File Exchange System. Simply right click on any file and select ‘Send to FileVault’.

This new application also includes an automated file backup feature that allows your clients to backup their QuickBooks file (or any other file) every night. This is a great disaster recovery solution because your clients vital financial records are securely stored off-site. So if anything ever happens to their office or their computer they still have a clean backup of their accounting records.

Ensuring safe off-site backups of your clients accounting data is another way you add value. You use this feature to generate extra revenue by charging a small fee for the service. Many firms charge their clients anywhere from $9.95 to $29.95 a month for this service. Or you can offer it Free as a way to thank your clients for their continued loyalty.

The FileVault Windows Application is only available to Gold and Platinum level clients. To download it, log into your Firm Portal, select More, then click “Download Windows Application.”

Our Online Help includes a full walk through of installing this new tool and using all of these features.


Brian O'Connell | July 29, 2008 | no comments

CPASiteSolutions SAS70 CertificationNot all datacenters are alike. You don’t want your client’s data hosted on a low cost “cheap” datacenter. The best datacenters are SAS 70 Type II certified. That means a specially trained CPA Firm performed an in-depth audit attesting to the fact that the datacenter has sufficient processes, controls, and safeguards to keep your data safe from theft, corruption or mishandling.

Unlike the Type I Certification which only measures a certain point in time. The Type II Certification measures and evaluates security over time.

The Sarbanes-Oxley Act requires all publicly traded companies to use SAS 70 Type II Certified datacenters. So you can protect yourself the same way publicly traded companies protect themselves, because all of CPASiteSolutions’ Servers are located in high quality SAS 70 Type II Certified Datacenters.

All our servers are housed in a secure, 24/7, around-the-clock, guarded facility with closed-circuit motion sensitive video surveillance. Physical access to the servers is strictly limited to only authorized datacenter personnel. And all personnel are further restricted by Dual Factor Biometric Authentication Barriers.

This is yet another way we protect you from online security risks. If you’d like to see the extreme measures we take to ensure the protection of your client’s data, please take a look at our CPA Website Security Precautions page.


Brian O'Connell | July 9, 2008 | no comments