Registering your domain name is a lot easier than you might think. There are a vast number of domain name registrars to choose from but we strongly suggest DomainsforCPAs.com for a number of reasons. It’s cheaper, it’s easier to find tech support when you need it, and your domain name will automatically be directed toward our servers as soon as the purchase is complete. You can begin using your email and website immediately!

1. Once you’re at the Domains for CPAs page, enter your desired domain name. (see below).

2. If the domain name is available you will see a screen such as displayed below. Don’t check any of the other boxes (think of this and the next couple screens as “The Impulse Buying Lane” at the supermarket), just scroll down and click “Continue”.

3. Enter the information necessary to create an account with DomainsforCPAs.com

4. In the next screen, confirm that your contact information is correct and decide how many years you want to register the domain name for, then hit “Continue”. The “auto-renew” protection is already enabled, so you don’t need to manually renew your website each year.

5. On the next screen decide what level security you want for your domain. The Standard level is included for no extra cost and is the basic set-up. Select “Checkout” to continue.

6. This brings you to the Shopping Cart checkout screen. Select your payment method and then select the boxes next to Domain Registration Agreement and Universal Terms of Service. Then click “Continue With Checkout”.

7. Now it’s time to create the login ID and password for you new account. You will probably want to change the numeric user name to one you will more easily remember. In the “Stay Informed” section check yes or no as it applies (examples displayed in the following graphic), and click “Continue With Checkout”.

8. Enter your billing and credit card information, then click “Checkout Now”.

9. You are done, the domain name is yours! Domains for CPAs will send you a confirmation email with your user ID number and your password. Save this information for your files, but there’s no need to sign into your account now. Your domain will automatically be directed toward our nameservers.

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.

• Client Self Registration
• How To Verify Client Registration
• Default Permissions
• Default Notifications
• Additional Resources

Client Self Registration

Clients can register themselves via the Client Self-Registration Form. The link to this form can be found
on your Portal Login Panel.

All a client has to do to sign up for Portal access is fill out their contact details and preferred password.

After clicking “Register” they are directed Portal Login Panel, and notified that their request is awaiting verification.

How To Verify Client Registration

Login to the portal as an administrator. The default administrator account is admin@yourdomainname.com and the password you signed up with.

Click on “awaiting verifications“.

Click on the user to verify or delete them from the system.

After clicking “Verify User” click on “Edit Users” to make changes to the client’s contact information, password and access rights.

When you are finished click “Save“.

Default Permissions

If you have a set of Portal applications you would like to be immediatly available to every self-registering client once they’ve been verified, you can easily set it up so you don’t need to manually check off each application in the access rights section.

Start by clicking on “Firm Administration“.

It will default on the “My Account” tab. When you scroll down, you will see the Default Client User Access section just below the Portal Login Information. You can now check off the different application you want to be available by default when a client signs up.

You can also do the same for your Firm Users, whose access rights you can find directly under the clients’ section.

When you are finished click “Save“.

Default Notifications

You can also customize a pre-set email notification for the File Exchange so you don’t need to manually add one in for every client who signs themselves up for the Portal. Everytime a new client registers themselves and you verify them, the firm user of your choice will be set to get notifications of their Secure File Exchange activity.

Start by clicking on “Firm Administration“.

It will default on the “My Account” tab. When you scroll down, you will see the Default Notifications section just below the Default Firm User Access. Select the Firm user of choice from the dropdown menu that appears when you click on the notification box. That user will get emails whenever a new client uploads something to the Secure File Exchange, unless you set them otherwise in the Add/Modify Client Users section.

When you are finished click “Save“.

Additional Resources:

Client User File Vault Help

QuickSend: The Quickest Way to Receive Client Files Securely

Quickbooks–Free Off Site Backup

Free Screen Sharing Makes Helping Your CPA Clients More Efficient