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Improvements Blog

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


If you accept credit cards, or even if you are thinking about accepting credit cards, you know how confusing the Merchant Services world is. They use confusing rates, lease payments, statement fees, gateway fees, transaction fees, and fluctuating discount rates to pull the wool over your eyes.

They’ve been doing this for years and they have been getting rich off it.

If you were to find a truly honest credit card processor they would let you know how much  they have to pay Visa, MasterCard and American Express, as well as how much they mark up the fees.

Wouldn’t it be great if there was a Merchant Service Provider that believed in clear, completely transparent, cost plus pricing? Someone who shows you their “invoice price” as well as their markup.

Well we found them. Capital Payment Systems has agreed to offer our clients a special “cost plus” price that is guaranteed to be the lowest out there. Don’t take our word for it. Compare this price with what you are currently paying and you’ll quickly see that you’re overpaying.

For more information, or to sign up to take advantage of the lowest-cost merchant services available, visit our New Concept In Credit Card Processing page.


Brian O'Connell | October 29, 2008 | no comments
Give your site a complete redesign with just one phone call.  Our designers have just unveiled five new site designs available for your website.

Style 194225 - Gold
Style639226 - Silver

Style 527227 - Gold


Style 142228 - Silver
Style 642229 - Silver

Take a closer look at these five new styles now by clicking on the images above.

There’s no extra charge to switch to one of these, or any of our 160 other Site Designs.  Just give us a call at 800-896-4500 and we’ll give your site a complete makeover in just a few minutes.

And just like last month, we’re always working on more site designs, so if these don’t suit you, just wait and we’ll have some more for you soon.


Brian O'Connell | October 24, 2008 | no comments
As part of our ongoing improvements to our CPASiteSolutions Help Center we’ve begun adding video tutorials.

The first of these video tutorials is about our Email Marketing System.

Your Monthly Newsletter works for you automatically, but the Email Marketing System is a lot more than just a newsletter. With this video, you’ll learn how to take full advantage of the Email Marketing System to
add and customize messages, manage your client contact list, and schedule complete custom Email Marketing Campaigns.

Click the image above to view the full Email Marketing System walkthrough.


Brian O'Connell | October 24, 2008 | no comments

Your Portal’s Secure File Exchange has just been improved. We received a lot of requests for more detailed information about how much space your clients are using in the Secure File Exchange.  We listened to you and added a new feature to your Secure File Exchange.

The next time you log in as a Firm User, you’ll see a new item on your Secure File Exchange’s ‘More’ menu: Usage Report.

This report displays all your users, the number of files and the storage space they’re using.  By viewing or printing this report, you can easily monitor your total storage space and see who’s using what.  Then, if you’re running low on space, you can quickly find out where to trim some fat.

We’re always on the look out for new ways to improve our service and our tools. If you have any more suggestions for us, feel free to call, Live Help chat or email.


Brian O'Connell | October 6, 2008 | no comments