EMAIL MARKETING SYSTEM
SECURE FILE EXCHANGE/VAULT
A. Log into mail.[yourdomain].com. Log in with the account that you have administrative privileges with. Once there, click the gear icon in the the upper right corner of your inbox.From that drop-down menu selection “Manage This Domain”. Then, in the blue box, you should see a link to “Create New Users.” Here you can create a new email address (user) and assign a password. Once you create the account, we recommend that you log in to that new account from the web interface and activate the account.
A. You can find the instructions by logging into your gmail account, click on settings at the top right hand side, click on “Forwarding and POP/IMAP.” You’ll see :Configuration Instructions” underneath “POP Download.” When the window pops up, search for Android and click on the first search that is pulled up, it should just say “Android.”
There is a calender apps that comes by default, so once you sync your email then that calender will pull from that email.
A. Step-by-step instructions on how to do this can be found here:
A. The spam you’re beginning to receive is coming from just general crawlers and bots that are trying to find a way to contact you via the site to send you spam, either by finding your email address or submitting any form it can find. Spam comes and goes and you can filter it out either via your webmail or if you are using a program like Microsoft Outlook you could create a rule to filter this out. Another option would be to block this IP address from your form but that won’t stop it from happening again from another IP address so that choice is up to you.
A. We don’t provide the domain name as part of the monthly price, but we can certainly help you register a domain. We use DomainsForCPAs.com for domain registration, and they charge about $10 for one year of domain registration. If you already have your domain, or prefer to register your domain through another provider, then the A Record or nameservers for your domain will simply need to be adjusted, which we can also help you with. We can provide email that would be firstname.lastname@example.org. We use the Outlook.com (formerly Google Workteam Collaboration Suite email), which does allow us to create an account with your domain name.
A. Unfortunately there is currently no feature for the Email Marketing System as you suggested. You have to schedule the emails for specific dates, so we suggest you setup your individual messages for the year and schedule them to go out at the beginning of each quarter by choosing the appropriate date from the calendar.
A. No, we do not upload your contacts to the newsletter for you, however, you have full access to upload your contacts. For complete instructions on how to upload a list of contacts visit this page: http://www.cpasitesolutions.com/help/email-marketing-system/email-marketing-system-help/#7
A. We have information on our website about how to sign up for QuickBooks, and the different pricing options. You can chose to pay per year/per user, per quarter/per user or per month/per user. The breakdown is on this page: http://www.cpasitesolutions.com/pricing.php (scroll down to the bottom, under add-on tools). For more detailed information on how the service works go to this page: http://www.cpasitesolutions.com/youget/cpa-website-tools/online-accounting.php. There is a form to fill out at the bottom of the page if the client wants more information or wants to set up an account. Someone at Real Time Bookkeeping will get in touch with the you to set up the account.
A. Step-by-step directions for how to do this can be found here: http://www.cpasitesolutions.com/help/quickbooks.php
A. The Online Payroll item in your Firm and Client portal is an add-on service powered and managed through Intuit’s Online Payroll system: http://www.cpasitesolutions.com/youget/cpa-website-tools/online-payroll.php
This page includes general information about the service, pricing, a video demo, and a link to the signup page to get you started.
Once you’re signed up with Intuit’s service, they’ll provide your username and password which you can use to log in through the link in your Firm Portal or the Payroll page on your site and set up your clients. The service includes a free 30 day trial on signup.
If you’re already signed up with Intuit’s Online Payroll, then you’ll have to log in to your provider account to create a new login for your clients. For additional questions check out Intuit’s Frequently Asked Questions page here:https://www.paycycle.com/external/accountingpro/faq.jsp or call (866)729-2925.
A. Unfortunately, there’s no quick way to add batch deletion to the Secure File Exchange, but this is a request we’ve had before and one we’re already looking into for the next version of the Secure File Exchange.
Our Programming Team will be working on the next version of the Secure File Exchange to add your voice to the existing request. We’re still pretty early in the development process for the next update, so if this is something we can incorporate into the next version, it will still be some time before that update is released.
A. The first thing you will want to do is download and set up the FileVault program available inside the vault:
That link will give you step by step instructions for doing this. Once it has been set up, you can go into the settings, choose the “Backup” tab and you can start adding files to be backed up, as well as set how often they should be backed up, by using the cues in the program. The specific Backup instructions are here :
A. The storage space given is the total space for all clients, so 1000mb, 2000mb, or 3000mb, depending on the plan. The total space is also not portioned out to clients, either, so it is conceivable that one client could use up all of the space, but you, as the administrator, would have the ability to remove any files from any client folders.
In addition, we do sell additional blocks of storage for an additional $9.95/month for another 5gb of storage. Conceivably, you could add as many of these blocks as you wanted at that same price.
A. The Tax Organizer is completely customizable. We provide a new tax organizer every year. It’s an in-depth questionnaire that should cover all the information you need to collect from your clients to complete their taxes. If not, then it’s easy to adjust the questions or build a new, additional, organizer for your clients’ specific needs. Our Tax Organizer page has a login to some samples of the organizer at the bottom: http://www.cpasitesolutions.com/youget/cpa-tax-tools/tax-organizer.php
A. If you’re not able to click on a Tax Organizer link, chances are the firm hasn’t published one yet. Oftentimes a firm will save drafts of an organizer but won’t always remember to publish it. Until they are published they don’t show up for users to access.
A. Our templates are only sold with our website packages. We don’t sell just the templates. However, you don’t need to use all of the features we include in our packages if you sign up for one of our site. For example, if you already have email and are happy with your current email provider you do not need to switch to our email services.
Q. Unfortunately, I need to cancel my website subscription due to lack of use and/or my time to get it set up right now. When I do get some time to commit, I would definitely look at CPA site solutions again. What do I need to do in order to cancel?
A. Please send a email to email@example.com asking us to cancel your account and we will take care of it for you.