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

Your Firm and Client Portal has been upgraded this month. This completely new release is even easier to use and comes with the most advanced security features installed.

Sarbanes-Oxley and Gramm-Leach-Bliley Compliance

The laws governing websites for CPAs, accountants , and other financial services fall under unique privacy laws that other website owners don’t need to worry about. If you are transferring sensitive files into and out of a directory on your website, and you fall under the definition of a “financial service” (this includes, among other things, anyone who prepares taxes) you need to pay very special attention to online security.

If you don’t take good care of your client’s financial data online, you could be fined up to $100,000 for each violation of the Gramm-Leach-Bliley Act. At that rate, it doesn’t take many violations to completely wipe you out.

At CPASiteSolutions are well aware of the responsibility you have to your clients, which is why our File Exchange System is continually updated. This is, after all, our responsibility to you. As a provider of websites to CPA and Accounting firms it is our job to keep you in compliance with the law, just as it is your job as an accountant to do the same for your clients.

That’s why we just spent more than $37,000 to develop a new portal system to protect you.

What is a Firm Portal?
The firm portal is your access to the secured area of your website. As a firm user you can not only share sensitive accounting documents safely and securely with your clients, you can also modify your website , transfer files into your root directory via FTP, and access your Email Marketing System .

The new portal was designed by a team of high level programmers and security experts. They went through every possible security threat and locked them all down so you can sleep comfortably at night.

In order to be compliant with the Sarbanes-Oxley and Gramm-Leach-Bliley Act you need to have an audit trail of every user that accesses sensitive data. You now have a complete log of every access to the portal to keep you in compliance.

The Activity Log is both searchable and downloadable. For example… you can quickly search the log to see the last time one of your clients logged into the Vault File Exchange System. And you also have the ability to export a list of every access into Excel. You may never need to use the Activity Log, but it’s nice to know that it’s there keeping you in compliance.

Password Policies

All of the best security in the world becomes useless if you use weak passwords. It’s your responsibility to ensure the security and confidentiality of your client’s information. So if you allow your firm members or clients to access sensitive financial information with weak (easily cracked) passwords, you are in violation of the Gramm-Leach-Bliley Act.

That’s why we’ve implemented new password policies. You can choose how loose or tight you want your policy to be.

Here are the 3 levels…

Low : Average password strength (6 or more characters) required for all Firm and Client users.

Medium (Default): Strong passwords (8 or more characters with a symbol or digit) required for all Firm Users. But “Average” passwords required for Client Users (6 or more characters).

High : Strong passwords (8 or more characters with a symbol or digit) required for all Firm and Client Users.

The new password policy will be enforced the next time a user signs in. If the user’s password does not currently meet the policy, the user will be asked to change their password (to the stronger version) before logging in.

Firewall Friendly

The previous portal used “non-standard” high ports to enforce Secure Socket Layer (SSL) Security. The new portal uses standard ports for SSL security so you and your clients will not have firewall access issues.

Quickly Import Multiple Clients

The previous portal system required you to manually enter each of your clients. Now, that wasn’t too terrible if you only had to enter a few clients. But if you have hundreds of clients the process was mind-numbing and a waist of valuable time.

That’s why we built a client import system into the new portal. Now it only takes a few seconds to enter hundreds of clients.

Easy-To-Use Intuitive Design

The new portal interface uses simple Control Panel Icons instead of a complex menu system. So adding new users, changing access rights, or simply logging into an application is intuitive and easy.

I hope you like this new secure firm and client portal system we designed for you. If you have any suggestions, please leave a comment on this blog or call us.