CPASiteSolutions Website Improvements

Please click on the links below to read about the previous improvements we've made to your site.

October 2008
 - Email Marketing System Video Walkthrough
 - 5 New Site Designs
 - A New Concept in Credit Card Processing

September 2008
 - 5 New Site Designs

August 2008
 - New Microsoft Exchange Hosting Service
 - Calculators Update

July 2008
 - New Google Analytics Service
 - New FileVault Windows Application
 - Sunsetting Secure File Transfer

June 2008
 - New Firm and Client Portal

May 2008
 - How To Get Paid On-Time Every Time
 - Pay-Per-Lead Practice Building Program

April 2008
 - New QuickBooks Tips Added To Your Newsletter
 - New Emailed Newsletter Format
 - Calculator Update and NASD Compliance

March 2008
 - New Online Accounting System
 - Updated Online Incorporation URL

February 2008
 - New Remote Assistance Service
 - Use Your Own Designer

January 2008
 - 2008 Tax Rates Update
 - Easily Upload Files To Your Clients

December 2007
 - Improved Vault Activity Logs - Audit Trails
 - Vault Search by File Size

November 2007
 - New Look To Updates/Improvements
 - CPASiteSolutions Removed From Calculators

October 2007
 - 2007 Tax Organizers Added
 - 2007 PDF Tax Organizer Page Added
 - Description Added To Vault's Grid View
 - Client Portal Self Registration System Simplified

September 2007
 - Live Help Online Chat with Web Designers
 - QuickBooks Banner Updates

August 2007
 - 5 New Interactive Financial Calculators
    - Earned Income Credit (EIC) Calculator
    - Like Kind Exchange Calculator
    - Rent vs. Buy Your Home Calculator
    - Loan Prequalification Calculator
    - Student Budget Calculator

July 2007
 - The Vault - Online Group Collaboration Tool
      - New Secure File Exchange System
      - New Online Document Storage and Management System
      - Automated Offsite Backup for Your Firm And Clients
      - OneClick Windows File Uploader & Batch File Uploader

June 2007
 - Client and Firm Portal Gets Even Better
      - Forced SSL Security Added
      - Frames Removed
      - Popup Windows Removed
 - Tax Due Date Reminder System Improved
 - New Secure File Exchange, Online Document Storage, and Offsite Backup
        System Coming in July.
 - Migrate To Our New State-of-the-Art Email Servers

May 2007
 - New State-of-the-Art Business Class Email
      - NeverFail Email - Five Levels of Redundancy
      - CleanMail - Total Virus and Spam Protection
      - SiteMail - Full access to your email when away from the office
      - Groupware - Shared Calendars, Contacts, Tasks and Notes
      - OutlookSync - Keep your MS Outlook data synced up with your Groupware
        data

April 2007
 - Additonal Protal Security
      - Brute Force Protection
      - SQL Injection Protection
      - Token Authorization Scheme

March 2007
 - Revert To Default Content Option Added
 - Client Portal Pop-up Windows Removed
 - Help Center Documentation Updated

February 2007
 - Tax Season Weekend Emergency Support
 - New Internet Links Page
 - New Pay My Fee Page

January 2007
 - Client Portal Self-Registration
 - New Client Portal Login Page Replaces Old Secure File Exchange Page
 - New Interactive Tax Organizer Login Page Replaces Old PDF Tax Organizer Page
 - 2007 Tax Code Updates to 3,000 Page Financial Guidance Center
 - Interactive Financial Calculator Updates
 - New 2007 Tax Rates Added to Tax Rates Page

December 2006
 - Increased Spam Protection
      • Obfuscated "Spider Proof" Email Addresses
      • New Web Form Anti-Spam Filtering
      • Remove All Spam with Challenge/Response Filtering.
 - 2006 Interactive Tax Organizer Available

November 2006
 - New Secure Client Portal (Official Release)
      • New Document Manager / Secure File Exchange
      • New Tax Organizer
 - New Secure Firm Portal (Official Release)
      • New Document Manager Administration
      • New Tax Organizer Administration
      • Single Sign-on Access to 16 Online Firm Applications

October 2006
 - Secure Client Portal (Beta)
 - Secure Firm Portal (Beta)

September 2006
 - New Secure File Exchange / Online Document Management System
 - Online Customizable Tax Organizer (Beta)
 - Email Marketing System Enhancements

August 2006
 - 5 New Interactive Financial Calculators
    - Cash Flow Calculator
    - Working Capital Calculator
    - Profit Margin Calculator
    - Should My Spouse Work? Calculator
    - HSA Contribution Calculator
 - New Site Update Tool
 - New Emailed Newsletter Delivery Method

July 2006
 - Over 3,000 Pages of Helpful Financial Articles
 - New QuickBooks Affiliate Code

June 2006
 - New Tools and Content
 - 3 New Monthly Newsletter Sections
 - Free Website Make Over Offer Extended

May 2006
 - New Site Manager
 - Free Complete Website Make Over

April 2006
 - New Easy-To-Use WYSIWYG Editor

March 2006
 - 16 New Site Styles

February 2006
 - 300 New Pictures Added to the Online Picture Library

January 2006
 - Faster Secure File Exchange Program
 - 2006 Tax Code Adjustments
 - Tax Season Weekend Emergency Tech Support

December 2005
 - Updated News and Weather Page
 - New Custom Hub Page

November 2005
 - New Financial Calculator
      - Buy vs. Lease Equipment
 - New Resources Hub Page
 - Updated Tax Code References

October 2005
 - Google Adwords Pay-Per-Click Advertising

September 2005
 - New Tax Due Date Reminder System
 - New Team Member

August 2005
 - New Editable Monthly Emailed Newsletter
 - New Email Marketing System Improvements

July 2005
 - 5 New Financial Calculators
      - Business Valuation
      - Accelerated Debt Payoff
      - Roll-Down Your Credit Card Debt!
      - Loan Comparison Calculator
      - Don't Delay Your Savings!
 - New Email Marketing System
 - LinkDefender: CPR for Dead Links
 - New Team Member

June 2005
 - 2 New Flash Welcome Page Options
 - New Litigation Support Service Page
 - 9 New Horizontal Navigation Site Styles
 - 4 New HTML Site Styles
 - Horde Online Email, Calendar, Task Manager Update

May 2005
 - New Online Seminar Registration System
      - Attendees register their own information at their convenience
      - Real-time Credit Card Authorization and Payment
      - Email Confirmations to your and registrants
      - Manage/Edit Seminars and Registrants Online
      - Print lists of Registrants any time
 - New Elder Care Service Page
 - New Horizontal Navigation Site Styles
 - New Flash and HTML Site Styles
 - New Seminar Photo Gallery

April 2005
 - New Secure File Transfer System
      - 128 Bit Secure Socket Layer (SSL) Encryption
      - Upload Progress Bar
      - Online File Viewing
      - Improved User Interface
      - Improved Error Handling
      - Customizable Email Notifications
 - New Estate Planning Service Page
 - 9 New Site Styles
 - 71 New Stock Photos

March 2005
 - New Financial Calculators Section
 - New QuickBooks Section
 - Improvements To Email Marketing System
 - Expanded and Improved Help System
 - 36 New Stock Photos

February 2005
 - New Services Page
 - New Welcome Page
 - New Site Manager Interface
 - 61 New Stock Photos

January 2005
 - New & Improved Tax Center
 - New Tax Rates Page with 2 years of expanded tax rates
 - New Payroll Due Dates added to the Tax Due Date Calendar
 - Adding Private "Members Only" Sections To Your Website
 - Easier Multi-Level Navigation Menu Additions

December 2004
 - New & Improved Emailed Newsletters
 - New Website Administration Page
 - New "Print This Page" Button Added to the Newsletter
 - New Online Email Program
 - New Private Online Calendar
 - New Online Task Manager
 - New Memo Manager

November 2004
5 New Interactive Financial Calculators
 - Self Employment Tax Calculator
 - Flexible Spending Account Savings Calculator
 - Estate Tax Planning Calculator
 - Commercial Loan Calculator
 - Inventory Analysis Calculator

October 2004
New Online Email Marketing System Giving you the ability to...
  - Send Custom Emails To Your Distribution List
  - Manage Your Email Distribution List Online
  - Customize Your Email "Welcome To Our Site" Letter
  - Create and Automatically send up to 10 custom Follow-up Letters
     to each of your new email subscribers.

September 2004
 - Added New Record Retention Guide
 - New Tax Center Page Update
 - New Links Page Update
 - New WebMail Program

August 2004
 - Server Level Spam Email Filtering
 - Server Level Email Virus Filtering
 - Server Security Updates

July 2004
 - New Free Reports Section
 - 4 New Flash Site Styles

June 2004
 - 8 New Flash Site Styles
 - 2 New Welcome Page Options
 - New State Tax Forms Page
 - New Anti-SPAM Spider-Proof Contact Us Page
 - New "Out-of-Office" Email Reply Instructions

May 2004
 - New Personal Financial Planning Sales Page
 - New Strategic Business Planning Sales Page
 - New Succession Planning Sales Page
 - New Business Formation Sales Page
 - New Non-Profit Organization Sales Page

April 2004
 - 80 New Site Styles to choose from
 - Hierarchical Java Navigation Menu
 - New Secure Document Pickup Page
 - Updated Daily News Page and Added Weather Forecast
 - New Disclaimer Page
 - Improved Search Engine Optimization

March 2004
 - 10 New Service Pages
 - 14 New IRS Problem Solving Pages
 - New File Manager
 - New Version of WebMail

February 2004
 - New Faster Server
 - New Rich Text Editor
 - New Image Loader

December 2003
 - Accept Credit Cards Online With New "Pay My Fee" Page
 - Track Your Refund Page Added
 - New Online Tax Center Page Added

November 2003
 - Online Payroll Services Added (Make extra $3,000 a year per client)

September 2003
 - Online Incorporation Page Added (Make $400 per Inc.)
 - How To Setup "Out of the Office" Auto-Reply Emails

August 2003
 - Five New Interactive Calculators
 - 2003 Tax Code Updates
 - New Website Promotion Section

July 2003
 - Top listings in all the major search engines
 - Earn commissions on your own Fully Loaded Amazon.com Bookstore
 - More Pictures In the Pictures Library

May 2003
 - Largest QuickBooks Support Section Added To Your Site
 - 10 Reasons Why Use QuickBooks Page
 - QuickBooks Installation and Setup Page
 - QuickBooks One-on-One On-site Training Program
 - QuickBooks Tune-Up Program
 - QuickBooks QuickAnswers Page
 - QuickBooks Tips
 - Buy QuickBooks and Save Page