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.

How to Setup Google Analytics

1. Login to the Google Apps account that wishes to have access to Google Analytics.
2. While logged in, go to www.Google.com/Analytics
3. Click Access Analytics (if not already signed up for Google Apps, you can create a Google Account, by clicking “Sign Up Now”)

4. Click Sign up Now
5. Fill out Account Information

    Account Name: Business Name
Website’s URL: The Businesses URL
Data Sharing: Typically you don’t share Analytics data, so select Do Not Share

6. Agree to Terms and Click Create Account

7. If there are multiple domains to track, check the appropriate box. Under “Paste this code on your site”, copy the code

8. Login to your client’s Site Manager and click Firm Info – Click the Add-On Tools Tab
9. Paste code into the Google Analytics Code Box

10. Click Save – You’re all set!

What all These Stats Mean: A Quick 10 Min Video that gives you an overview

http://www.youtube.com/watch?v=Hdsb_uH2yPU&feature=player_embedded#!

Tips and Tricks

How to track pdf downloads in Google Analytics: http://www.google.com/support/analytics/bin/answer.py?answer=55529
- Note: Replace “downloads/map” with the client’s download destination

Setting up WordPress blog with Analytics

If the customer has a WordPress blog, follow these instructions: http://wordpress.org/extend/plugins/ultimate-google-analytics/installation/ to install the analytics code on their WordPress pages.

• Getting Started
• Finding Your Admin Code Using Your Email
• Finding Your Admin Code Using Your Portal
• Logging Into Your Webalizer
• Now That You’re Logged In
• Webalizer Terms
• Common Definitions

Getting Started

Your website comes equipped with Webalizer website statistics program. With this tool you can view detailed reports pertaining to your web traffic.Before you can get started you will need to know YOURADMINCODE.

Finding Your Admin Code Using Your Email

The easiest way to find out what YOURADMINCODE and password are is to check your email and search for an email with the subject “Your New Website“If you began service with us from March of 2009 to today.

Search your email for an email with the subject “Your New Website” from cpasitesolutions.com You will find YOURADMINCODE and the Password just under the index, under [01] Login Information.