One of our clients recently described how he’s monetizing both the Client Portal and the Secure File Exchange’s FileVault Windows Application, and make his website pay for itself.
The FileVault Windows Application, as you’ll recall, is a downloadable application available at our Gold and Platinum service levels. Using the application, you and your clients can quickly upload files to the Secure File Exchange System with just a few clicks, directly from your desktop.

What our client found most useful, was the FileVault Application’s Automated Backup feature. Using this feature, his clients could select a list of vital files, and schedule automatic daily backups of those files. Once the backup is complete, his clients’ essential files are stored safely off-site. If a computer is damaged or lost, those files are backed up in our secure document vault.
Our client offered valuable peace of mind and secure backups to his clients for only five dollars a month. All he needed to do to earn that monthly charge was create a Client Portal user, pass it on to his clients then adjust his billing. When he had signed up just ten clients, he had completely paid for his CPASiteSolutions website.
In fact, when compared to other off-site backup providers, five dollars a month is an incredible deal. Many other providers charge anything from $9.95 per monthly up to $29.95. You’re getting all that with your website at no additional cost, and your clients are getting a great deal too.
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how do you limit the amount of space they get since we pay you by the amount of space we use.
Hi Chris. Thank you for asking. Quick clarification – you do not pay for the amount of space used, rather we allocate a set amount of space to you depending on your service level. That space is included with your service, whether you use it or not.
WebTools and Silver level customers receive 250 meg of allocated space, Gold receives 500 meg and Platinum receives 1,000 meg. You can order an additional 2,000 meg of storage for an additional $9.95 per month.
Your portal is limited by the amount of space that is allocated to your account. You can not currently limit the space any particular Client User can use, but I think this is a good suggestion and I am going to add it to our future wish list.
In the meantime, you might find our Usage Report useful to keep track of who is using the portal and how much space they are using. Read more about it here http://cpasitesolutions.com/improvements/2009/03/see-exactly-how-your-clients-are-using-your-portal/