EMAIL
Q: How do I add an additional email address to my account?
Q: How can I sync up my Android phone with my Google email?
Q: How do I turn on the calendar so that clients can make appointments with me and my staff?
Q: I have started getting spam off the site, is there anything we can do to stop it?
Q: Does your system provide unique domain names for the website and email such as www.mydomain.com and name@mydomain.com?
EMAIL MARKETING SYSTEM
Q: Is it possible to set up emails in the Email Marketing System on a recurring schedule?
Q: Can you add a list of emails in a .csv file?
QUICKBOOKS
Q: How do I sign up for QuickBooks and how much does it cost?
Q: How do I get a QuickBooks number so that I get credit for clickthroughs from my site?
PAYROLL
Q: I need to get a new client set-up on my CPA site solutions web site for 1st time payroll processing, how do I do this?
SECURE FILE EXCHANGE/VAULT
Q: Is there a way to delete multiple files in the Secure File Exchange so that I don’t have to go through and delete each one individually?
Q: How do I set my computer for automatic backup to my Secure File Exchange?
Q: Is the amount of vault space (250mb, 500mb, 1000 mb) the total amount of space I have in my vault or is it per client?
TAX ORGANIZER
Q: Is the Tax Organizer updated as regulations change or is it basic enough to cover information always needed?
Q: Why can’t I enter information into the tax organizer?
MISCELLANEOUS
Q: Do you sell your site designs?
Q: How do I cancel my service with you?
Q: How do I add upload a video to my site?
Q: How do I sell books through Amazon.com on my site?
Q: How long before my site will show up in a Google search?
Q. How do I add an additional email address to my account?
A. Log into http://mail.[yourdomain].com. Log in with the account that you have administrative privileges with. Once there, click the “Manage This Domain” link in the upper right. 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.
Q. How can I sync up my Android phone with my Google email?
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.
Q. How do I turn on the calendar so that clients can make appointments with me and my staff
A. Step-by-step instructions on how to do this can be found here:
http://www.cpasitesolutions.com/help/calendar.php
Q. I have started getting spam off the site, is there anything we can do to stop it?
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.
Q. I’m looking at solutions for one of my clients. Does your system provide unique domain names for the website and email such as www.mydomain.com and name@mydomain.com?
A. We don’t provide the domain name as part of the monthly price, but we can certainly help you register a domain. We go use DomainsForCPAs.com for domain registration, and they charge just under $15 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. And we can provide email that would be name@yourdomain.com. We use the Google Workteam Collaboration Suite email, which does allow us to create an account with your domain name.
Q. Is it possible to set up emails in the Email Marketing System on a recurring schedule, like quarterly (for estimated tax reminders) versus a specific date?
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.
Q. I’ve attached a list of e-mails in a .csv file that I want you to add to my e-mail newsletter list. Can you do this for me?
A. Yes, but before we do we need you to sign and fax a form back to us, agreeing that you’re not going to spam recipients on the list. Give us a call or send us an email and we can email that form to you.
Q. How do I sing up for QuickBooks and how much does it cost?
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.
Q. How do I get a QuickBooks number so that I get credit for clickthrougs from my site?
A. Step-by-step directions for how to do this can be found here: http://www.cpasitesolutions.com/help/quickbooks.php
Q. I need to get a new client set-up on my CPA site solutions web site for 1st time payroll processing, how do I do this?
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.
Q. Is there a way to delete multiple files in the Secure File Exchange so that I don’t have to go through and delete each one individually?
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.
Q. How do I set my computer for automatic backup to my Secure File Exchange?
A. The first thing you will want to do is download and set up the FileVault program available inside the vault:
http://www.cpasitesolutions.com/help/secure-file-exchange/using-filevault-windows-application/
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 :
http://www.cpasitesolutions.com/help/secure-file-exchange/using-filevault-windows-application/#4
Q. Is the amount of vault space (250mb, 500mb, 1000 mb) the total amount of space I have in my vault or is it per client?
A. The storage space given is the total space for all clients, so 250mb, 500mb, or 1gb, 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 2gb of storage. Conceivably, you could add as many of these blocks as you wanted at that same price.
Q. Is the Tax Organizer updated as regulations change or is it basic enough to cover information always needed?
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
Q. When I log into the Tax Organizer in the client portal I don’t have any options. I just see three headers that say Name, Status, Printable. Where am I supposed to enter my information?
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.
Q. I am interested in using one of your site templates and was wondering if you sell any of your site designs as web templates or are they all only part of your monthly packages?
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 serices.
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 support@cpasitesolutions.com asking us to cancel your account and we will take care of it for you.
Q. How do I upload a video to my site?
A. This is a multi-step process. The first half involves you going into your portal and selecting the FTP option. This will take you to a place where you can upload files from your computer to your website. From here, you can upload the video you want to your site by browsing your computer for the video file. We suggest adding it to the images folder (or to create a new folder called video and place it in there) to avoid confusion. Once it’s been uploaded, go back to the Portal and access the Modify Your Site section.
When you go into the Site Editor, and bring the page you want up in the edit window, you will notice an icon in the toolbar that resembles a filmstrip. This is the option for Adding/Editing Media Object. Click on it to be given a new window of options. Choose the proper file type in the dropdown menu at the top of the site. Once you get it, you can adjust the settings to get the video to display how you want it to. Finally, in the URL field, enter in the location of your video. If you placed it in the images folder, it would look like “http://www.[yourdomain.com]/images/[filename]“, where [yourdomain.com] is the name of your domain, and [filename] is the exact name of the video you uploaded. Once that is in place, hit “Insert’. If you don’t see the video appear in the editor right away, don’t worry. You will see it on the live site once you Publish your site.
Q. How do I sign up to sell books through Amazon?
A. Step-by-step instructions on how to do this can be found here: http://www.cpasitesolutions.com/help/bookstore.php
Q. My site is published but when I type the URL into a search engine it doesn’t come up. How long will it take before it’s searchable?
A. It can take around 4 weeks before a search engine like Google recognizes your site. But if you want to try to speed up the process you can submit your URL to sites like Google, Yahoo and MSN. This blog link has instructions for how to do that:
http://www.cpasitesolutions.com/cpa-websites/2009/05/a-primer-on-getting-your-site-on-google/
CPA Websites Blog
I registered my own domain name. Before I spend alot of time creating my new web site I need to ‘connect’ the domain to the web site. What do I need to do?