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.
To sell QuickBooks from your site you will first need to sign up for their Affiliate Program by Clicking Here. Once on the QuickBooks site, scroll to the bottom of the page and click the QuickBooks Affiliate Program link.
After you’ve filled out the application they will send you an email with the code to put into your website. You will now need to add the “Buy QuickBooks and Save” page to your website. Follow the instructions on adding pages to your site by Clicking Here. You will need to add the pre-generated “Buy QuickBooks and Save” page (see picture below) that we’ve added to the page list.
You will need to go to Firm Information by clicking the Firm Info button on the Navigational Menu. From Firm Info, click the Third-Party Tools tab. Paste the code that QuickBooks emails you into the box provided for the 4 Digit Code and then click Update. HTML code should show up in the box to the right titled QuickBooks Associate Code. Click Save and your QuickBooks page is now set up and ready to go.
Click Publish to make these changes viewable on your website.
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.
If you have any questions about pricing or how to complete SmallBiz.com’s affiliate signup process, please call them directly on their toll-free number 1-866-246-2669.
2. On the next page, enter your company name, State, where you would like the materials sent, and check the Affiliate Agreement. Then click on the “Next” 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.
We have already stocked your online bookstore with a number of selected titles that people can purchase right from your website. Of course, unless you’re an Amazon associate you will not be credited for any of these orders. Amazon associates receive 5% of any book transactions occurring from their site. To become an associate, apply at https://associates.amazon.com/gp/flex/associates/apply-login.html. Then go to Firm Information in your Site Manager by clicking the Firm Info button on the Navigational Menu. Click the Add-On Tools tab and enter your Amazon.com associates ID into the space provided.
You can delete any of the books we’ve stocked to your bookstore at any time, and you can also add your own selection. To do this, log into your client portal and click Modify Your Site.
Click Site Map.
Find and click the Recommended Books page in the site map to edit the page.
To edit the list of books, click anywhere on the list of books which is an editable area. This will bring up the Edit Recommended Books dialog. Click the Add Book button…
In the next screen, you will see a menu like the following
After entering all of the information for the book you want to add, click the Save button. You can now see the listing for the new book you’ve added with a thumbnail of the cover and a link for purchasing the item.
You can start earning thousands of extra dollars by providing payroll services from your website. To learn more about PayCycle’s payroll service please go to their site at www.paycycle.com then click on the Learn More link after the Special Accountant Services section located under the picture.
Then select your state and click on the Continue button. When you’re ready to sign up click on the Sign Me Up button on the top of the page.
After you’ve signed up, all you need to do is add the online payroll page (see our tutorial on Adding A New Page) to your site. No further customization is required.
1. A couple days after you place your order for the Online Accounting System, you’ll receive an email from Cloud9RealTime.com that has your Online Accounting Username and Password on it.
2. Now that you have the login credentials, please login to your firm portal as an “Admin” user. (Hint: Portal username is admin@{yourdomain})
3. If you are adding the Online Accounting System to a client that is already setup in the portal, then click on “Modify Client User”.
If you’re setting it up for a client who is not yet in the portal, click on “Add Client User”.
If you’re setting it up for a firm user, then click on “Add/Modify Firm User”.
1. Select the user to modify.
2. Verify user’s information.
3. Click on the “Accounting” tab. Enter the Username supplied by Cloud9RealTime.com in the email they sent. Enter the Password supplied by Cloud9RealTime.com in the email they sent. Then confirm the password.
4. Make sure “Online Accounting System” is checked.
The Client/Firm Portal is a secure single sign-on access point for your firm’s online tools. There are three levels of access to the portal: Firm Administrator, Firm User, and Client User.
Firm Administrator can create and set access permissions for form and client users and can manage the firm’s email accounts.
Firm Users can access a broad range of web applications and also create client logins.
Client Users logins can only access a select few web applications.
Portal Setup
Your portal automatically sets itself up the first time you login. Here’s how to log into the Portal…
1. Go to your firm’s website.
2. Enter your email address and password, then click on the button labeled “Go” found at the top of any page…
…or click on the link labeled “Login” at the very bottom of any page.
If you do see the “login” button anywhere on your site, please call us at (800)896-4500 for assistance.
3. Now enter the login credentials for your Firm Administrators.
Login Hint:Your Firm Administrator’s email address is admin@[yourdomain].
So, if your domain name is bauerevanscpas.com your admin login email address would be admin@bauerevanscpas.com.
Your Firm Administrator’s Password is the password we originally sent you. It’s also the same password you use to access the Site Manager. If don’t now your password, please call us at (800)896-4500 and ask for assistance.
4. Continue to follow the screen prompts until you have logged in. You will now want to add a firm user. Please follow the “Adding Firm Users” instructions below.
Adding Firm Users
1. To add a Firm User simply click on “Add/Modify Firm Users“.
Note: Only Firm Administrators can add Firm Users. For Security reasons Firm Users can not create other Firm Users.
2. Now click the “New Firm User” button.
3. Enter the Firm User’s Contact Information.
If you would like to send them a welcome message, check the “Send welcome message” box.
Set a Password for this Firm User Account.
Note: This Password can be changed by the Firm User at any time.
4.Access Rights
Set the Access Rights for the Firm User and click the “Save” button to continue.
Note: The default settings work for most Firm Users.
5. The Firm User has now been created and is now able to log into the portal using the login credentials you just created.
Note:Click “New Firm User” if you would like to create another Firm User.
Adding Client Users
1. To add a Client User simply click on “Add/Modify Client Users”.
2. Click “New Client User”.
Note: You can add a Client User when logged in as a Firm Administrator or a Firm User.
3. Enter the Firm User’s Contact Information
Enter the Client’s First Name, Last Name, Company (optional), and his/her Email Address in the fields provided.
Set a Password for the Client User.
Note:This Password can be changed by the Client at any time.
4. Set the Access Rights for the Client User.
Note:The default settings work for most Clients.
5. Set Notifications for the Client User.
Note:You can set which firm users you would like to be notified when a client uses the portal by clicking on the white box labeled “(No Notifications)”. You can then select which firm user receives the notifications.
6. The Client User has now been created. This Client User is now able to log into the portal using the login credentials you just created.
Note: Select “New Client User” to create another Client User.
Adding Administrators
1. To add an Administrator, simply click on “Add/Modify Administrators“.
Note: Only Firm Administrators can add other Firm Administrators. Firm Users can not create Firm Administrators.
2. Now click the “New Firm Admin” button.
3. Enter the Firm Administrator’s Contact Information. Set a Password for this Administrator Account as well.
Note: This Password can be changed by the Firm Admin at any time.
4.Access Rights
Set the Access Rights for the Administrator and click the “Save” button to continue.
5. The Firm Administrator has now been created and is now able to log into the portal using the login credentials you just created.
Note:Click “New Firm Admin” if you would like to create another Administrator.
To modify a Firm User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.
Click on “Add/Modify Firm Users” in the Portal menu.
1. Select a firm user from the drop down menu. 2. Click “Portal Login Information” to edit the firm user’s password. 3. If you have an Online Accounting subscription enter your firm user’s information. 4. Modify the firm user’s access rights. 5. Click save when you are finished.
Here is a video on how to add firm users:
Deleting Firm Users
To delete a Firm User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.
Click on “Add/Modify Firm User” in the Portal menu.
Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.
Type “YES” and click “Delete Account”.
Modifying Clients
Here is a video on how to add Client Users:
To modify a Client User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.
Click on “Add/Modify Client Users” in the Portal menu.
1. Select a client from the drop down menu. 2. Click “Portal Login Information” to edit the client’s password. 3. If you have an Online Accounting subscription enter your client’s information. 4. Modify the client’s access rights. 5. Click save when you are finished.
If the client has “Secure File Exchange” access rights you can set what firm user is notified when a client uses the “Secure File Exchange”.
Deleting Clients
To delete a Client User, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.
Click on “Add/Modify Client Users” in the Portal menu.
Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.
Type “YES” and click “Delete Account”.
Modifying Administrators
To modify a Firm Administrator, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.
Click on “Add/Modify Administrators” in the Portal menu.
1. Select an administrator from the drop down menu. 2. Click “Portal Login Information” to edit the administrator’s password. 3. If you have an Online Accounting subscription enter your administrator’s information. 4. Modify the administrator’s access rights. 5. Click save when you are finished.
Deleting Administrators
To delete an Administrator, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.
Click on “Add/Modify Administrators” in the Portal menu.
Select the account to delete from the drop down menu. Click on “Remove this account?” in the Portal menu.
Type “YES” and click “Delete Account”.
Firm Administration
To modify Firm Administration, first log in to the Portal as the Firm Administrator, using your CPASiteSolutions Control Panel Username and Password.
Click on “Firm Administration” in the Portal menu.
Click on the link in the upper right corner that says… “Returning user, sign in here”
Enter your domain name in the first box, and Select “Go to Email” in the second box, then click “Go”
Now enter your username and password and click “Sign In”
Note: If you click on the checkbox next to “Remember me on this computer” then step 4 will be completed for you automatically.
Click on the link in the upper left hand corner of the screen that says “Calendar”
Setting Up the Calendar for your Appointments Page
Click on the “Settings” link on the upper right hand of this screen.
Click on the “Calendars” tab.
Under the “My Calendars” heading click on your user name.
At the next screen click on the “Share this Calendar” tab.
Next Click “Make this calendar public” and Select “See only free/busy (hide details)”
Calender FAQ
I don’t have Google Calendar? How do I get it?
If you are using our Legacy Email SystemYou will need to upgrade to our Workteam Collaboration Suite in order to use the Calendar.
To upgrade please call us at (800) 896-4500 and ask an account manager to configure your Workteam Collaboration Suite. With the upgrade you will have a much faster and more satisfying email experience with more storage, a far superior spam filter and the ability to have up to 50 email accounts for your domain.
If you are using a Microsoft Exchange ServerYou will need to call us so that we can set up a Workteam Collaboration Suite for you so that you can use the calendar function. We will then alter your domain settings and add A records and MX records if necessary.
If you are already using our Workteam Collaboration Suite
If you are currently receiving your email services through our Workteam Collaboration Suite
you already have access to our calendar. For instructions on how to get to your Calendar please Click Here.
Syncing your Calendar / Importing Data
Can I sync my Google Calendar with Outlook?
Yes, for information on how to sync your calendar with Outlook, please Click Here.
Can import events from another calendar such as Yahoo Calendar into Google Calendar?
If your current calendar allows you to export your data as a .csv file then you will be able to import it into Google Calendar. For instructions on how to import a .csv file into Google Calendar Click Here
How To Setup Your Online Accounting System
1. Go to your firm’s website.
2. Enter your email address and password, then click on the button labeled “Go” found at the top of any page…
…or click on the link labeled “Login” at the very bottom of any page.
3. Now enter the login credentials for your Firm Administrators.
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