58 Financial Calculators
There are a number of great resources that we provide for any accountants website hosted with CPA Site Solutions. Recently we have created a way for anyone to monetize one of the greatest of those resources the Financial Calculators.
All of the Financial Calculators have been freely available to anyone who comes to an accountants website hosted by CPA Site Solutions. Until now that has been the only choice; to have them available on your accounting firm’s website or not.
Now you can have the Financial Calculators freely available or only available to those who register and subscribe to them. The default is to have them freely available so if you want this option then you don’t have to do anything different.
If you decide you want to restrict access then you remove the Financial Calculators via the Site Manager. By doing this the only way to view the Calculators is to be logged into the portal with the correct access rights.
Access Rights within the Portal
Only those given access will see the Financial Calculators. This means that you can now ask for a payment for clients to subscribe to these Financial Calculators in order to view them. When a client does pay then all you have to do is grant them access rights.
This works in much the same way as any of the other access rights a firm user is able to grant to client users. When you modify a client user’s profile you can update the access rights.
Once these rights are given then the Financial Calculators will show up in the clients portal area. They can click on and use all 58 of the Financial Calculators available.
Financial Calculators Icon
These calculators include Tax, Payroll, Business and Planning Calculators and more. Each of these alone offer a lot of value for your firm’s clients while altogether they are something that any client will want to have access to.
Any client will have access to these calculators anytime of the day that they have access to a browser. That is until they stop their subscription with your firm.
When that happens click off the access rights and the Financial Calculators icon will no longer appear in their portal area. They will no longer have access and so won’t be able to use them until they subscribe again.
The options for what to charge are open to interpretation. There are many different markets across the country and each will have a different price setting for which is reasonable to charge for this type of subscription.
Of course you can keep the Financial Calculators on your accounting firm’s website freely available to anyone who visits. If your accounting firm has any sort of restrictions on what content can be displayed to your clients then you will want this option.
That is because you won’t be able to edit the portal Financial Calculators and decide which pages will show. The portal Financial Calculators show all of the calculators with no option to edit.
There are other advantages to this option as visitors have another resource and reason to visit your firm’s website and potentially become a client. Either way you decide to set up the Financial Calculators you now have more options available to your firm.
What is nice is that there is one more way to make money off of your firm’s website hosted by CPA Site Solutions. We are glad to add even more to what we offer at no extra charge to you!
Have a comment about this new feature or anything else that we offer? Send us a comment we would love to hear from you.
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I would like to have them register, but not charge them. That way I have a lead to followup on. I don’t want to have to monitor the access rights though.
Yes you can do that, you don’t have to actually charge for the service. As you said it can be a benefit of becoming a registered user. What is nice is that you can actually set the access default access rights for any new user. This would make it so you don’t have to monitor as much. Look for a blog post soon on this great new feature!
I just noticed that all my existing Client Portal users got the calculators added to their menu automatically. We didn’t want that. How do I remove them without having to manually edit each client’s privileges?
Removing the Financial Calculators within the Portal for your clients is a manual process. You have to do it one by one. That said if you have a lot of users then if you contact us we can do that for you given that it came from a recent update. If you have any questions let me know via email at wyatt@cpasitesolutions.com. Thanks for the comment!
You mention that we would not be able to edit? We have eliminated the standard wording about calling for a free consultation. Could we keep that editing?
What would be a normal subscription charge for the calculators?
Right you won’t be able to edit on these now but in the future that could change. The amount to charge is up to you and really depends upon your current market. Thanks for the comment.