Site Manager makes it quick and easy to change any contact information for your firm. Let’s say that your address or telephone number has changed and you want to update your site to display these changes.

The first thing you’ll want to do is log into the Site Manager of your site.

Click on the “Login” link at the bottom of your screen or, if your site has a portal login box you can use that.  Then enter your username and password:

Next, log into the Site Manager by clicking the “Modify Your Site” icon:

This will bring up your site’s home page.  If you have a graphic intro. page on your site your contact information may not appear at the bottom of the home page.  (If it appears within the main image of your home page and you’re unsure how to edit it, contact your webmaster or support@cpasitesolutions.com and we can help you to modify the contact information).

You can go to any page of your site and roll your mouse over the footer at the bottom of your page, which contains your contact information.  Click on it to bring up the editing window:

Enter your new address information, then click on the “Update All Pages’ Footers” page so that all the footers get updated with the new contact information, then save the changes:

There’s one more web page you’ll want to update and that is your contact page.  Click on your “Contact” page and roll your mouse over the contact information. When it highlights, click it and make the changes using the WYSIWYG editor. Click Save and your contact information is now updated:

There’s another place you’ll want to update your contact information within the website, and that’s in the Firm Information section.  This link is at the top of your page:

Then update the contact information in that section.  This will automatically update the information we have listed for you in your account profile:

Your also going to want to make sure all the keywords are correct in the “Search Engine” tab.

The is one more final place in your editor that you have to check in order to complete the change. At the top you should see where it says “More Options.”

After you click More Options, click on the Tags option in the list.

Look over the list and make all the changes you want to in the field of choice. For example, if your changing the telephone number, do so in the telephone number area. Then click “Save.”

Finally, you’ll want to click the “Publish” button at the top of the page to push your changes out to your live site:

Now that you’ve updated your website, you’ll also want to update the contact information within your Email Marketing System, so that your monthly newsletters contain your new contact information.  Click the “Logout” button in the site manager to go back to the Portal screen:
Once on the portal screen, click on the Email Marketing System icon:

Once the main Email Marketing System page has loaded, click on the Firm Information link at the top of the page:

Once you’ve updated the contact information click “Save.”  The information will automatically be updated when your next newsletter mails out:

Finally, please contact your webmaster or email support@cpasitesolutions.com with your updated contact information so that we can update your listing in the accountant-finder.com database.