CPA Websites Marketing Tips

A new Security Measures page helps clients understand the Web is not the Wild West anymore.

Are your clients afraid of the Internet? Do they mistrust the security of cyberspace? And does this prevent them from taking advantage of all CPA websites have to offer?

The Internet is not the Wild West anymore. Safety measures are now in place – firewalls, encryption, and anti-virus software – that make it a much more trustworthy environment.

It might be time to give your clients a little push – to show them how secure the Internet is these days. With a bit of encouragement, clients start to feel comfortable using the Web for more than just contact information.

A great place to start is your secure Client Portal. Once clients see how it improves their financial lives, they’re hooked. They’re more satisfied with your services…

And you reap the reward in higher retention.

Our New Security Page

You have an easier time convincing your skittish clients to use the Client Portal with the new Security Measures page.

Clients get to the new page with a link on the updated Client Portal page.

When clients go to the updated page on your site, they see this:

Your updated Client Portal page includes a link to information on Security Measures. Click on the image to enlarge.

When they click on that last link, they’re sent to a Security Measures page detailing the Portal’s impressive 14 layers of security.

Benefits of the Client Portal

Although they might need some encouragement to try it out, once your clients do take your Client Portal for a spin, they love the benefits.

The Client Portal provides…

• a secure, convenient, and easy way for you and your clients to exchange and share files;

• 24/7/365 access for clients to their tax returns, financial statements, scanned documents like W-2’s, employee data, corporation papers, and legal documents;

• secure access to their tax information – with your Online Tax Organizer – anytime from anywhere, so they no longer need to complete and mail paper organizers;

• a way for them to make entries, print reports, and have full access to QuickBooks, Sage Peachtree, or any accounting software from home, office, or any location in the world (when you add the Online Accounting module); and

• a secure environment to enter their hours and earnings, print detailed reports, print checks, make direct deposits, and file all federal and state payroll taxes (when you add the Online Payroll option).

There’s no question that the Client Portal improves your clients’ financial lives.

And in a way, when you push them to try the Portal, you’re doing your job at a high level – offering information, technology, and support to help your clients stay organized and in control of their finances.

How to Get the New Pages

Let us know if you want the new Security Measures page on your site. It means adding two pages – the updated Client Portal page as well as the Security Measures page.

If you’re at the Silver service level, visit our Help file called “Adding the Updated Client Portal and Security Measures Pages” to learn the steps involved in publishing them.

If you’re a Gold or Platinum client, give us a call at 1-800-896-4500 or email support@cpasitesolutions.com to request these pages. We’re happy to add them.

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