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© CPA Site Solutions 2011
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- Modify Your Site
- Portal/Vault/Secure File Exchange
- Logging Into The Portal
- Setting Up/Using Firm Users
- Setting Up/Using Client Users
- Setting Up/Using Administrators
- Secure File Exchange
- File Vault
- Overview
- Logging into the Vault
- Managing Client Accounts
- Organizing Files in File Cabinets
- Breadcrumbs
- Email Notifications
- Creating Folders
- Sending Files to the Vault
- Ordering More Storage Space
- Downloading Files from the Vault
- Renaming, Moving and Deleting Files
- Previous File Versions
- Pop-up Header Icons
- Search
- Activity and Usage Reports
- Using File Vault Application
- SecureSend Feature
- Download All Files Feature
- Client File Vault
- Email Marketing System
- Email Marketing System Help
- Overview
- Loggin In
- Editing the Emailed Newsletter
- Customizing the Emailed Newsletter’s Look
- Scheduling a Message to Go Out/Customizing the Newsletter’s Time of Delivery
- Editing the Welcome Email to Your Firm’s Website
- Adding Contacts to Newsletter Subscribers
- Removing Contacts from Contacts List
- Creating and Sending a Custom Message
- Newsletter FAQ
- Exporting Your Contact List
- Email Marketing System Help
- Tax Organizer Administration
- Overview Video
- Interactive Tax Organizer
- Uploading a New Tax Organizer
- Editing an Already “Published” Tax Organizer
- Exporting Client Response Data
- Importing Client Data
- Logging into the Tax Organizer
- Setting It Up & Email Notifications
- Editing the Default Tax Organizer
- Creating a New Tax Organizer from Scratch
- Adding a Section and Questions
- Publishing – Putting on Hold – Drafting a Tax Organizer
- Managing Client Accounts
- View/Edit Client Responses
- Client Interactive Tax Organizer
- Updating Your Online Tax Organizer
- Workteam Collaboration Suite
- Overview Video
- Setting Up and Using Email
- Logging In
- Managing Email Accounts
- Complete List of Help Instructions for Managing Email Accounts
- Adding New Email Accounts
- Using Email – Flash Training Video on Using Google Mail
- Setting up Outlook 2003
- Setup Outlook 2007 for Google Apps Via POP
- Setup Outlook 2007 for Google Apps Via IMAP
- Setup Outlook 2010 for Google Apps via POP
- Setup Outlook 2010 for Google Apps via IMAP
- Setting up other email clients and mobile devices
- Help Instructions for Everything (Email, Instant Messaging, Shared Contacts, Calendars, Documents and Spreadsheets)
- Setting Up Your Calendar
- Setting Up Your Smart Phone
- Setting Up a Wiki
- Adding the Client Portal- Quick Login
- FTP Login
- Marketing
- Online Accounting
- Online Payroll
- Online QuickBooks Backup
- Financial Calculators
- Embedding WebTools Into Your Site
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