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CPA Websites Marketing Tips

Free Screen Sharing Makes Helping Your CPA Clients More Efficient

Wyatt Christman No Comments


Your CPA website is up and running. You have some fresh content and good blog posts to attract new visitors and interact with your current audience. You have even installed online chat to ensure better conversions. Screen sharing is another step you can take to help existing, new, or potential clients in less time.

Pictures Worth of Help. You might already use a free online presentation tool to help others understand certain concepts. There are times when screen sharing with your client would offer a much easier solution. A view of your computer screen offers more than anything you might say.

Making a Connection. Making the connection to screen share is not always easy. There is always an application your client needs to download. Getting through that process can be a show stopper in making a connection with your client work.

No Download Needed. Web Worker Daily has a great article on a new service called Yuuguu. Although you need to download an application, no download is needed for your client. You can screen share right within the instant messaging window.

Free Screen Sharing

Screen Share. You send a web address to your client via email along with a special pin. The client goes to the web address and enters the pin. You then click on “show” and your client can view your screen. You can then communicate via live chat or voice.

Pro Version. As with many online applications, there is a pro version that offers even more functionality. If you find the free version works but want even more, the extra cost might be worth it.

Potential Clients. You might have an online chat or get an email from a potential client. Convert these prospects by showing how easily you can answer questions with Yuuguu.

Have you ever used screen sharing with your clients? Do you like how it works? Send a comment with the form below.

Flexible Platform for CPA Websites

Wyatt Christman No Comments


One of the benefits of a CPA Site Solutions’ website is that you can add just about any web application to it. There are some previous posts you can see if you click on the website tools category of the blog. Recent examples of those previous posts that talk about web applications you can add include driving directions, free live chat, and adding a comments box to your blog.

There is another web application called Skysa that you can use to add a bar with links to the bottom of any or every page of your website. You should be aware that the application is still being tested so may have some unknown bugs. Deen Saleh, who notified CPA Site Solutions about the application and has a website with CPA Site Solutions, hasn’t had any problems using it.

Interaction 2.0. Skysa is an example of some cool new interactive Web 2.0 functionality that is making it’s way online. As with any online application it is good to use them sparingly so as to avoid overpowering the user.

What is nice about the Skysa bar is that it scrolls with the page while remaining at the bottom. The style is out of the way and yet the links you can add help bring any user into all that you have to offer. The immediate interactivity added via comments can help give you another way to understand your CPA website from a users perspective.

Skysa

Image of the Toolbar

How it works. After you sign up for the free account you add your website url and start making changes to the settings. You can change the style of the bar and what applications show.

If you look at the bottom of this page you should see the bar created for this posting. This bar has the default colors but the links that show have been customized to display Comments, RSS Feed, Twitter, and Share. There are many more that you can add especially if you get the paid addition.

Adding to Your CPA Website. Once you get the bar set with the colors and applications you want to display,copy and paste the Bar Code to add to your accounting website. You can add that yourself in the HTML code view.

Alternatively you can send an email to support@cpasitesolutions.com. If you send an email be sure to include your domain and if you want the bar to display for every page or, if not, then what page you want it on.

Try the comments. What do you think? Do you want to know about new applications you can add to your accounting website? Send a comment.