[02] Modifying Your Site
[03] Help Center and Support
[04] Design Changes
[05] DNS – How to point traffic to your site
[06] Email
[07] CPE Link Credits
[08] Google PPC Search Engine Marketing (Platinum-Level Only)
[09] Billing
[10] Our Referral Policy
[11] What’s Next?
[12] Contact
You will receive an e-mail that contains links, usernames, and passwords to the initial draft of your CPA Site Solutions website. The website is fully loaded and ready for your review.
The temporary URL to your new site will be similar to this: http://cp1.cpasitesolutions.com/~username/
(Please note that this is just an example. Your temporary domain will be specific to you.)
To get started right away, click the login button at the top or bottom of any page on your site and use the login credentials from your initial e-mail.
Example of Firm Portal Administration login credentials:
Login Name: admin@domain.com
Password: password
Although your site is a completely assembled web solution, you can customize it in many ways so that it better fits your needs, as well as your firm’s image.
To start making changes, click the “Modify Your Site” button after you have logged in following the instructions from Section [01].
For detailed instructions on how to modify your site, see this file in our Help section: http://www.cpasitesolutions.com/help/modifying-your-site/.
A great place to start is your Services page. When you first look at your Services page, you’ll see that it’s filled with a wide range of tax, accounting, and consulting services.
Please make a note of the services that your firm doesn’t provide. Then read each of the descriptions of the services and make a note of the changes you’d like to make. Once you have a good list of changes, please call or email them to us so that we can make the changes for you. You can also make the necessary changes to your website yourself if you prefer.
If you get stuck, just give us a call! We’ll walk you through the process.
Help Center
Contacting Support
Site Style
Pay particular attention to the colors, pictures, and fonts that are consistent on every page. Do you like them? Do they match your letterhead and other correspondence? Please let us know what you would like to change. Some modifications are simple with no cost, whereas others require a consultation with a web designer for a price quote.
Custom Design
If you want to adjust the template by changing the interface colors, pictures and/or fonts, please let us know. Once you’ve decided on the specific changes you would like we’ll contact our design team for a quote. As soon as you agree on changes, we’ll send an invoice and begin making your customizations.
For a general overview of custom design fees please see http://www.cpasitesolutions.com/cpa-website-design/customdesign.php.
Logo
The Custom Graphic Header matches your firm’s letterhead to your website to give all your firm’s correspondence a consistent look and feel. We will begin work on this as soon as we receive your email containing your current logo as an attachment. We have put in a temporary place holder image until you do so.
If you don’t currently have a logo you can use one of ours for free. Take a look at our 100 free logos and let us know what number you would like to use.
Don’t hesitate to call or email us about any questions you have about your site customizations.
To allow users to type into their web browser and reach your site, as well as get your email coming to you, we need to point your domain name to our server. (If we helped you register through domainsforcpas.com, then your domain name is already set to point to your new site within 24 to 48 hours.)
We first need to know a few things about how you are currently using your domain.
1. Are you currently receiving email from accounts for your domain (e.g., yourname@yourdomain.com)?
2. If so, do you want to continue to use your current email server or do you want us to host your email? (We’ll host your email for no additional charge.)
3. What is the user id and password for your domain registration account with domainsforcpas.com (or other domain registrar like GoDaddy, Network Solutions, etc.)?
Please call or email us with this information as soon as possible. If you don’t know the answers, please call and let us know so we can help find them for you. This information is crucial before we can go live with your site.
If you would like us to host your email you will need to complete the steps above in [05] DNS How to point to your site. After the steps are complete, we can configure your email.
Here are some of the benefits our email:
• 7 GB of storage for each user
• spam protection
Click here to read more about our email features.
If you will be handling your own email service, please make sure you have email accounts for admin@yourdomain.com and info@yourdomain.com. The admin account will be used as your client portal login and will receive portal notification emails. The info@yourdomain.com account will be displayed on your website’s footer and contact page.
Forms on your site, such as the form on the contact page, will be emailed to the email address you supplied with your account, which is the email address you gave us during the sign up. The e-mail address where the forms are sent can also be changed later.
[07] CPE Link Credits
To get your free CPE Course simply click the link below, register an account, and use the coupon code CSS100 when you checkout. http://www.cpethink.com/cpasitesolutions
As an added bonus you can also get additional CPE courses at 30% off just for trying a website with us. Use the coupon code CSS30 when you checkout to get your 30% discount.
[08] Google PPC Search Engine Marketing (Platinum-Level Only)
Platinum-level service includes a Google Adwords pay-per-click campaign and monthly monitoring. Google Adwords can only be setup after Section [5] above is completed and your new site with CPA Site Solutions is made live. Once that is completed, one of our Google Adwords Certified Professionals will contact you.
[09] Billing
Billing will begin on the first of the month after the completion of your trial. The charge will be applied to either the credit card or EFT that you provided during your sign up with us.
If you need to update your billing information, please call us at 1(800) 896-4500.
[10] Our Referral Policy
To thank you for sending new clients our way, we’ve set up a referral program. When you refer a new client to CPA Site Solutions, we pay you $100. The referral fees get paid by check after the referred client completes their trial period and begins paying their subscription fee.
To get credit for the referral, the referred client must mention your name when they sign up with us, or include your web address in the “referred by” field on our sign up form.
Don’t miss out! Refer your colleagues to CPA Site Solutions and get a nice thank you.
We’re continually working to improve our services, features and content for you. You can keep track of all our newest updates by reading our blog at http://www.cpasitesolutions.com/cpa-websites. To make sure you don’t miss any of our news, subscribe!
We sincerely appreciate the opportunity to provide you with an online presence. CPA Site Solutions will work tirelessly to continue improving your services. If you have any additional questions please don’t hesitate to contact us.
Phone: 1(800) 896-4500
E-mail: support@cpasitesolutions.com
CPA Websites Blog
how do i set up email and the pop3 and smtp? it doesn’t work!!! call asap 2022880035
I am in the process of setting up a site for another CPA friend of mine. His site is http://www.kentnerdriver.com. I did not realize that you gave a referral bonus. When I talked to Erik during setup, I mentioned that I already had a site but he didn’t say anything about a referral bonus. I just wondered if I could still get it.
I need to get my website transferred from Hostmonster to CPASite Solutions:
Here is the login information:
Domain: analytixpro.com
password Sunflowergirl326!
Can you please take care of this for me as soon as possible.
Thank you
Pamela Cloud
785-626-6037
pamela.cloud@comcast.net