Hub Pages, like your Services page, work a little differently then other pages on your site and editing may seem daunting at first. But it’s actually quite easy to edit!

Tab Hub Pages

As an example, the Services section of your site is a Tab Hub page.

If you  log into your site manager and navigate to the Services page you’ll notice you can’t directly click and edit the page like you can on your Profile page, for example.

Your Services page is a Tab Hub page.  It is pulling the information you see on your main Services page from the Site Map.  So to edit your Services page you’ll want to click on the Site Map link in the upper-left of the Site Manager.

Here you can expand the Services section so that you see all of the various pages.  It’s important to note that the main headings have a line through them.  This is because those are place-holders.  They appear as your tab headings on the Services page, but they are not clickable links that take a user to a page.

The items below those headings (with the lines through them) are your pages that can be clicked on and edited.  You can re-order the pages, delete or add them right here on the site map.  For an overview on how to re-order, add and delete pages please refer to our Site Map Overview page.

Finally, when you’re done making changes, you’ll want to hit the Publish button at the top of the site manager, to push the changes out to your live site.

Picture Hub Pages

Your Tax Center page on your website is an example of a Picture Hub Page.  Similar to a Tab Hub Page, you modify the order and listing of what appears on your Tax Center page from within the Site Map and not on the Tax Center page itself.

A Picture Hub Page looks like this:

To edit the page you’ll click on the Site Map link in the upper-right hand corner of the Site Manager:

Then expand the menu next to Tax Center to view the layout of the pages.

You can now drag and drop the sub-menu items to different places to re-order them, add pages or delete pages from within the site map.  For an overview on how to re-order, add and delete pages please refer to our Site Map Overview page.

A common request with Picture Hub pages is to change the icons that are displayed by default, and to change the descriptions listed next to those picture icons.  (Please note that for a hub page, you can not use your own images.  Our system is set up to pull the icons for a Picture Hub page directly from our database of stock images.  So you can select a different image from our stock library but you won’t be able to upload your own unique image like you can on other pages of the site.)

To change the images on your Picture Hub page, you’ll right-click on the page in the site map and choose the “Settings” option.

Here you will be presented with your page settings.  To change the image, click on the Change Image button and browse the image gallery to find a new image, illustrated below:

You can also update the description by modifying what’s listed in the Descriptive Paragraph section, then clicking “Save.”

Finally, when you’re done making changes, you’ll want to hit the Publish button at the top of the site manager, to push the changes out to your live site.

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.

Editing Your Internet Links Page Video

It’s very easy to edit your Internet Links page using the custom link management tool built into the SiteManager. Log into the internet links page through the SiteManager, and click the the ‘Click here to edit…’ text to open the editor.

Rearranging links on the list is simply a matter of clicking the reorder icon ( ) to the immediate left of the link’s title. A new option will appear to the left of the link list, asking you to choose the new location. The last prompt will ask if you want to place the link above or below the target location. Choose, click ‘OK’ and the link will reorganize itself.

Adding new links is equally simple. To the right of each link is a chain link icon (  ), which you can use to add a new link to the line below.

You simply need to fill out the form, with the URL of the site, the link title and a brief description of the site and click the ‘Save’ button.

You can use this same process to add new folders for your links. To the right of each folder is a new folder icon ( ), which you can use to add a new folder to the line below.

You simply need to type up the folder title and click the ‘Save’ button to add the new folder.

If you need to change this information in the future, you can click the pencil icon (  ) for any link on the list, or you can entirely delete a link/folder by clicking on the trashcan icon ( ).

Now that you have your site the way that you like it, it’s time to make it public by publishing it. Click on the Publish button on the Navigational Menu and the changes to your website will be on the World Wide Web.

1. Go to PayPal’s Signup Page and click on the Sign Up link on the top of the page.

2. On the next page, Select Business Account then Select the country in which you live then click Continue.

3. You’ll be prompted to select a specific “payment solution” from a drop down menu. Select Website Payments Standard.

4. Over the next several pages you’ll enter your Business Information, PayPal login and password choices, Bank Account verification information and confirm your email address.

Make sure you remember which email address you set as your PayPal login address, you’ll need that in a moment to set up the payment form on your website.

After completing the signup forms, PayPal will ask you to “Set up your payment solution.” You can skip this step, once your Bank information is verified by PayPal, all you need is your email address and your website’s SiteManager will do the rest.

Now login to the Firm Portal and click on Modify Website to bring you to Site Manager. If you don’t know how to login to Portal, Click Here.

When you get into the Site Manager, please click on the Add a Page button on the Site Manager toolbar and select the Pay My Fee page, then click on the Add button.

Now go to Firm Information by clicking the Firm Info button on the Navigation Toolbar. From Firm Info, click the Add-On Tools tab and paste your PayPal Code into the field that says PayPal Code.

Click Save on the bottom of the page. That’s it. A PayPal icon will show up on your page and your Online Payment page complete. Now you’re ready to accept payments.

1. Go to SmallBiz.com’s Affiliate Signup Page and click on the “become a member now” link on the bottom of the page. Then fill out the form on the next page and click on the “Submit” button.

3. Enter your Registered Agent options. We recommend that you let SmallBiz act as the Registered Agent. When you’re done click on the “Next” button.

4. Now you’re a SmallBiz.com Affiliate and it’s time the setup the incorporation packages you’ll offer online. We recommend starting with the Boiler Plate Package. Then click on the “Next” button.

5. Now you need to customize how you’d like your clients to pay you. When finished please click on the “Next” button.

6. Now you need to select your template options. Please select the last option “Blank Template For Framing” then click on the “Next” button.

7. The next page says that the “Signup Process is Complete”. Please click on the button at the bottom of the page that says “Customize Your Affiliate Site”

8. You will see the HTML code for your Affiliate Site link. It looks something like this…

http://66.181.246.172/incorporate/?altid=235

Click in the box to select the code then press Ctrl-C to copy the address into your computer’s clipboard.

9. Now log into the Firm Portal and click Modify Website to bring up your Site Manager. If you don’t know how to log into the portal, click here.

Next, click “Firm Info.”

10. Click the Add-On Tools tab and paste your affiliate site link into the field that says Smallbiz.com Web Address.

11. Please click the Save button at the bottom of the page.

12. Now click the Publish button located at the top of the screen. That’s it. You just setup the Incorporation page on your site.

If you get stuck please call us and we’ll give you a quick lesson on how to make the changes you need.

Online Accounting

We’ve partnered with Cloud9 Real Time to provide hosted online accounting services. To begin, fill out the form on our Online Accounting page. Once you have signed up with Cloud 9 Real Time, they will provide you with a user name and password.

Next, login to the Site Manager.  Simply add the Online Accounting page to your site to access Cloud 9 Real Time’s services. Only users with valid accounts with Cloud 9 Real Time will be able to access this feature.

• Adding Firm Users (see video below)
• Adding Clients (see video below)
• Modifying Firm Users
• Deleting Firm Users
• Modifying Clients
• Deleting Clients
• Modifying Administrators
• Deleting Administrators
• Firm Administration
• Additional Resources

Modifying Firm Users

Here is a video on how to add firm users:

Here is a video on how to add Client Users: