Download the software. The company is called Volusion and the download is free. Although you are limited to one operator, for most CPA firms this shouldn’t be an issue. If it is you can check out their Premium Edition and the comparison chart to the free service.

Free Online Chat Service

Very easy set-up. Once you install the software, you then enter an email address and password. A verification email is sent to the email address you used.

Install the code. Code is generated to be used on any page of your CPA website. Just copy and paste it into the page you want to use it via the source view in the site editor. Alternatively you can email the code to support@cpasitesolutions.com and indicate on what page the icon should appear.

Start it up. Now when you want to chat you just open the Volusion software, sign in and your set to go. Although you are limited to one operator, that operator can have up to five chats going at once.

Works offline. They system even works when you are not logged into the account. When a user clicks on the icon they can send an email with their question. You then get an email to the email account you registered with.

Create a custom email. One way around having only one operator is to create a custom live chat email account. If you have the password available to people in the firm then anyone can manage the account.

Volusion’s free live chat feature is fairly quick to set up and use right away. Although you could spend a lot of money per month for a more robust system, for the a lot of CPA websites this service fits the bill quite nicely.

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