Integration of CPA Websites Into Your Company’s Day-to-day Operations

Tax Time Is Here! Are You Using Your Website to Optimize Your Firm’s Operations?

Today’s economic backdrop is pretty tight and CPA firms are increasingly making use of experienced designers to produce CPA websites to augment their marketing programs.

What many firms still haven’t realized is that the value of your CPA website goes far beyond simple business promotion, it can also substantially trim your business’ expenses and streamline your labor costs.

Sounds too good to be true? Here are some of the basics:

Email Newsletters: Switch from sending traditional newsletters via the postal service to using an email service. We’ll will create and deliver your enewsletter for you, and there are many other vendors that will be happy to do the same! This completely eliminates the costs of printing, postage, and staff costs to label and fill your envelopes. It also allows you to cheaply expand your mailing list to include even remote prospects and this brings even more qualified leads to your website.
Tax Forms and Publications: Another great use for your website is distributing tax forms. It’s very labor intensive and expensive to mail tax forms to your clients and over time the cost of the staff time accumulates. These are lost hours for which you cannot bill. Instead, create a document center on your website. This document center can contain tax forms that your clients can download.
Tax Organizers: Every tax season mailing your tax organizer becomes a major expense. It consumes staff hours and costs a fortune in printing and postage. This can cost hundreds of dollars, depending upon the size of your client base. Use your CPA website to host a PDF document instead. This way your clients can download it and print it from their homes. Some modern CPA websites, including your basic CPA Site Solutions Silver and Web Tools Packages, have their tax organizers posted as an online form. This can be securely sent online directly via the website.
Online Secure File Transfer: Tax time is an expensive time of year. This is particularly true for postage expenses. As the April 15 deadline approaches, clients sometimes procrastinate sending their documents, which is frustrating for both you and the client. Frequently, you must resort to overnight mail so that you don’t miss deadlines. A CPA website can include a secure file transfer feature, which allows your clients to submit their confidential documents quickly and safely, without the postal service expense.
Frequently Asked Questions:A CPA website does much more than just marketing. It can also contribute to business optimization initiatives. During the year, your staff answers a lot of calls that are not billable, which can add up to hundreds of dollars of labor cost. The time loss for these calls isn’t just time spent on the phone, because the calls also need to be documented. Every time one of your staff members is interrupted, even for a moment, it takes them several minutes to adjust and return to task. Of courss let’s not overlook the main benefit of these features. In addition to helping out your customers, they can also attract prospects and website leads…
- Interactive Financial Calculators can help your clients find answers for themselves.
- A “Track My Refund” feature can give your clients a reasonably accurate estimation without clogging up a phone line.

While a CPA websites’ most important role in your firm is prospecting, it can also save you money by decreasing your operating overhead and helping you better serve your clients.

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