CPASiteSolutions Website Improvements
Please click on the links below to read about the previous improvements we've made to your site.
- Financial Calculators Improved For Your CPA Website
- A 10% Discount on Streaming Seminars from Jennings Seminars
- 11 New Site Designs
- Instant Driving Directions on Your CPA Website Contact Page
- A 10% Discount on Streaming Seminars from Jennings Seminars
- Add A Comment Box to Your Accounting Firm's Blog
- A 10% Discount on Streaming Seminars from Jennings Seminars
- 10 New Site Designs
- New Video Files to Help You Modify Your Accounting Firm's Website
- A 10% Discount on Streaming Seminars from Jennings Seminars
- 12 New Site Designs
- A 10% Discount on Streaming Seminars from Jennings Seminars
- Enhance Your Accounting Firm's Website with Video
- 4 New Site Designs
- A 10% Discount on Streaming Seminars from Jennings Seminars
- Self-Registration Default Permissions Can Now Be Modified!
- Add a Work Team Wiki To Your Site
- New Expanded Hours
- 15 New Site Designs
- 16 Updated Classic Designs
- New Online Appointment Scheduling
- Start Your Own Blog
- 16 New Site Designs
- Updated Site Designs and Navigation Bar
- Announcing Our New Partnership with CPE Link
- Free Teleseminar with Troy Patton, CPA and CPASiteSolutions
- New Site Designs
- Client Portal Self-Registration Help
- Workteam Collaboration Suite Calendar Sharing
- Portal Usage and Activity Logs
February 2009
- New "Lightning Fast" Version of Secure File Exchange
- 5 New Site Designs
- Updated Printable Tax Organizer
- 5 New Site Designs
- How The New IRC Section 7216 Affects You
- Quickly Search Portal Usersr
November 2008
- Add Even More Clients to the Secure File Transfer
- 5 New Site Designs
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
- New Site Manager
- Free Complete Website Make Over
- New Easy-To-Use WYSIWYG Editor
- 16 New Site Styles
- 300 New Pictures Added to the Online Picture Library
- Faster Secure File Exchange Program
- 2006 Tax Code Adjustments
- Tax Season Weekend Emergency Tech Support
- Updated News and Weather Page
- New Custom Hub Page
- New Financial Calculator
- Buy vs. Lease Equipment
- New Resources Hub Page
- Updated Tax Code References
October 2005
- Google Adwords Pay-Per-Click Advertising
- 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
I hope you enjoy the improvements we've made. We are working on many new future improvements that will be coming soon.
Thank you for your continued support.