CPA Site Solutions
About CPA Site Solutions
A comprehensive website design and digital marketing platform tailored for accounting, tax, and financial professionals. It provides mobile-first website templates, client portals, productivity tools, and automated marketing services.
CPA Site Solutions is a specialized digital marketing and practice management platform built exclusively for accounting, tax, and financial professionals. The product centers on a comprehensive website suite that combines professional, mobile-responsive design with industry-specific content and productivity tools. By offering a 'done-for-you' approach, it allows firms to launch a professional online presence quickly, complete with secure client portals for document exchange and integrated payment processing. Beyond the website itself, the platform provides robust marketing support, including SEO, PPC management, and social media tools designed to help firms attract new leads and improve client retention. While the platform is highly effective for small to mid-sized accounting practices, users should be aware that the most advanced features, such as call tracking and reputation monitoring, are reserved for the higher-tier Diamond plan. The service is supported by a dedicated team of webmasters and marketing advisors, making it a strong choice for firms that prefer a managed solution over a purely DIY website builder.
Pros & Cons
- +Offers industry-specific website templates and content tailored for accounting professionals.
- +Includes a secure client portal for safe document sharing and communication.
- +Provides a managed service model with dedicated webmasters to handle site updates.
- +Integrates essential practice management tools like online payments and appointment reminders.
- +Includes a 60-day free trial with no setup fees or long-term contracts.
- −Advanced marketing features like call tracking and reputation monitoring are restricted to the highest-priced tier.
- −Pricing is structured as a monthly subscription that increases significantly with added features.
- −Customization of website templates is managed by the vendor's team rather than being fully open to the user.
Features
Key features
- Professional Website Design
- Offers over 250 mobile-first, responsive templates specifically designed for accounting and financial firms.
- Secure Client Portal
- Provides a secure environment for exchanging sensitive tax and financial documents with clients.
- Firm Productivity Tools
- Includes automated appointment reminders, online payment processing, and document management features.
- Search Engine Optimization
- Delivers SEO solutions to improve search rankings and drive local traffic to accounting websites.
- Automated Marketing
- Features email newsletters, social media management, and pay-per-click advertising tools to attract and retain clients.
Additional features
- Reputation Monitoring
- Tracks and manages online reviews to build firm credibility.
- Online Payment Processing
- Integrates with payment gateways to accept credit cards and ACH payments.
- Content Solutions
- Provides pre-written tax planning guides, newsletters, and blog content for firm websites.
- Live Dashboard
- Offers an interactive interface to monitor website performance and marketing analytics.
- Call Tracking
- Records and tracks calls to measure the effectiveness of marketing campaigns.
- Secure Email
- Includes professional email hosting services for firm communications.
- Appointment Reminders
- Automates client notifications to reduce no-shows and improve scheduling efficiency.
- Custom Logo Design
- Includes professional logo creation services for new firm branding.
Pricing
Monthly plans
Silver
flatUSD 90
- 69 Standard designs
- Reputation marketing
- Secure client portal
- Monthly newsletter
Gold
flatUSD 111
- 160+ Premium designs
- Experienced webmasters
- Remote assistance
Diamond
flatUSD 166.5
- Elite custom design
- SSL certificate
- Reputation monitoring
- Call tracking
Countries & Languages
Interface languages
Billing currencies
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About CPA Site Solutions
A comprehensive website design and digital marketing platform tailored for accounting, tax, and financial professionals. It provides mobile-first website templates, client portals, productivity tools, and automated marketing services.
CPA Site Solutions Details
CPA Site Solutions's In-App Market Place
Does CPA Site Solutions have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
6
Mini Apps
1. Document Portal: Allows clients to securely upload and download documents
such as tax returns and financial statements.
2. Webinar Portal: Enables firms to host live webinars or publish prerecorded webinars for clients to access.
3. Appointment Scheduling: Integrates with popular calendar systems to allow clients to schedule appointments online.
4. Client Portal Customization: Allows firms to customize the client portal with their branding and colors.
5. Online Payment Integration: Enables firms to accept online payments from clients for services rendered.
Pricing Options
Plans
Monthly plans
Silver
flatUSD 90
- 69 Standard designs
- Reputation marketing
- Secure client portal
- Monthly newsletter
Gold
flatUSD 111
- 160+ Premium designs
- Experienced webmasters
- Remote assistance
Diamond
flatUSD 166.5
- Elite custom design
- SSL certificate
- Reputation monitoring
- Call tracking
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Cad (C$), Aud (A$), Nzd (NZ$), Jpy (¥), Chf (SFr.), Cny (¥), Rub (₽), Inr (₹), Brl (R$), Sgd (S$), Hkd (HK$), Ils (₪), Krw (₩), Zar (R), Dkk (kr), Sek (kr), Nok (kr), Pln (zł), Huf (Ft), Czk (Kč), Try (₺), Mxn (Mex$), Thb (฿), Myr (RM), Idr (Rp), Sar (SR), Aed (د.إ), Qar (QR), Kwd (K.D.), Bhd (BD), Omr (OMR), Twd (NT$), PhP (₱).
Pros & Cons
- Offers industry-specific website templates and content tailored for accounting professionals.
- Includes a secure client portal for safe document sharing and communication.
- Provides a managed service model with dedicated webmasters to handle site updates.
- Integrates essential practice management tools like online payments and appointment reminders.
- Includes a 60-day free trial with no setup fees or long-term contracts.
- Advanced marketing features like call tracking and reputation monitoring are restricted to the highest-priced tier.
- Pricing is structured as a monthly subscription that increases significantly with added features.
- Customization of website templates is managed by the vendor's team rather than being fully open to the user.
CPA Site Solutions's Support Options
Email Address
support@cpasitesolutions.comContact
800-896-4500Documentation
https://www.cpasitesolutions.com/help/Community Forums
https://community.cpasitesolutions.comLive Chat
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