Now you can stop spending your valuable time searching through unfamiliar email addresses to edit a single client. The next time you log into your Portal’s Add/Modify Client Users section, you’ll see our new Search By Name feature.

Your client User list can get pretty long, and with the self-registration tool it’s easy to lose track of which email addresses belong to which clients.  This new Search By Name lets you easily find a user by simply entering a name or company in the search field.  The Portal will then list every matching account, allowing you to quickly find the user you’re looking for.

With your feedback, we’re continually improving our tools and features to produce the best possible services for you. If you have any concerns, suggests or improvements we can make for you, please give us a call, send an email or contact us through our Live Help Chat.

Some of our power users- firms with over 500 clients in the Portal and Secure File Exchange- noticed that the system slowed down when they signed in to manage client files.

With that feedback, we were able to optimize the code and make Secure File Exchange even quicker.  As a result, not only is it faster, but it can now handle over 2,000 users without any difficulty.

What’s more, these extra users won’t cost you a penny more.

Unlike other secure online document storage providers, we don’t charge per client.  If you compare us to eDocsOnline.com, you’ll see that they charge $249.95 per month for 25 clients, so even 100 clients would cost you $11,997.60 per year. That’s more than twenty years worth of our service. Plus with us you also get your website, content, email and all the other tools.  Likewise 100 clients with Leapfile.com costs $24,000 per year, that’s over forty years of our service!

This is exactly why we love your feedback.  When you pointed out that the system was running slowly, it gave us the chance to improve our services to better suit your needs.

We’re always on the lookout for ways to improve, so if you ever run into any problems with our tools or content, or if you just have a suggestion for an improvement we could make, please call, email or use our Live Help Chat to let us know.

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Click the images above to view these new designs up close.

With a  quick phone call you can redesign your site with one of these, or any of our 170 other Site Designs.  Give us a call at 800-896-4500 and we’ll quickly give your site a complete makeover.

We’re continuously working on more designs, so if these designs don’t appeal to you, then we’ll have another five designs ready for you to look at soon.

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.

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.

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.

This month you get two new calculators added to your website, the Alternative Payment Frequencies calculator and the Lunch Savings calculator:

The Alternative Payment Frequencies calculator is used to determine your payment or loan amount for different payment frequencies: weekly, bi-weekly, semi-monthly, monthly, bi-monthly, quarterly, semi-annually or annually. You can then examine your principal balances by payment, total of all payments made, and total interest paid.

The Lunch Savings Calculator illustrates how even a simple change such as bringing a bagged lunch to work a few times a week can make a difference. With this calculator your clients can see that a little lunch savings can go a long way.

You also get three updated calculators: Hourly Paycheck, Salary Payroll and Net to Gross Paycheck calculators, which appear on your site’s Calculators page and on your Online Payroll page.

The next time you edit your Calculators page you’ll be presented with our new calculator mangement tool. With one click you can remove a calculator, and with another, add it back to the list. There’s no need to go through the hassle of adding and deleting individual links on the site map.

Best of all, you don’t need to do anything at all to take advantage of these improvements. They’re already added to your site.

Email is becoming the number one communication tool for accounting firms, that’s why we’re pleased to offer you another option for managing email through your CPASiteSolutions website: Microsoft Exchange Server Hosting.

An Exchange Server turns Microsoft Outlook into the center point of a powerful collaboration tool for your firm.

Your Outlook Calendar becomes a completely networked scheduling application. Share your calendar across your entire firm so everyone knows where you are at all times. Make scheduling communication and appointment setting easy by allowing others to set appointments for you. With Microsoft Exchange server, you’ll never miss appointments again, because you and your staff will receive appointment reminders via email and SMS.

You’ll never get stuck without your client’s contact information again. By sharing your contacts through the Exchange Server, you give your whole firm access to client contact information from wherever they are are. Then access and manage your contacts from anywhere through your BlackBerry, iPhone or other mobile device.

And best of all, instead of spending thousands of dollars on software licenses, hardware and in-house IT to manage Exchange yourself, you get all the advantages without the headaches or expense starting at just 9.95 a month per mailbox.

To get started simply fill out the form at the bottom of our Exchange Server Hosting page, and we’ll take care of the rest.