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Secure Client Portal
Secure File Exchange, Online Document Management, Off-Site Backup and more
The Vault is specifically designed to help accountants work collaboratively with their clients and other firm members. The Vault allows your staff and clients to safely store and quickly retrieve files, documents, and workpapers from any location with Internet access.
This extremely secure system allows your firm to stay in full compliance with Sarbanes-Oxley and The Gramm-Leach-Bliley Act. Learn More...
The Vault is a fully integrated solution consisting of following four major components...
Secure File Exchange
Securely exchange files with your clients and staff. Works with extremely large files. Detailed Audit Trail, Email Notifications, Easy to use, fully Compliant, and more..
Online Document Management
Help your firm move toward a paperless office. File Access control, Multi-Level Folder control, File Version Control, Advance Document Search, and more...
Off-Site Backup
Automatically Backup your important files and Documents to a secure offsite location. Allow your clients to backup their critical accounting files as well. Great disaster recovery solution and more...
One-Click Upload
Quickly send and upload files to the Vault by simply right-clicking on it and selecting Send2Vault. Learn More...
Compare the Vault with traditional delivery methods.
Try CPA Site Solutions Free for 60 Days
Get your website up with only 10 minutes of your time.
(We'll spend hours on it so you don't have to.)
Try Us for Free-
Professional Website Design
Attract higher paying clients with a website that is truly "Dressed for Success." -
Outstanding Content
When it comes to websites, "Content is King." Your site's content positions you as an expert. -
Firm Productivity Tools
These website tools help your firm run smoother and more efficiently so you can add new clients without adding more staff. -
Website Marketing
Can Prospective Clients Find You? See the website tools that allow you to increase your cash flow in a steady and balanced manner. -
Technical Support & Hosting
You get all the help and personal attention you need with our Outstanding Customer Service.
If, for no other reason, I would highly recommend your offerings just on support alone, which also speaks volumes of your business and how its run!"Since I started working on the website ProActiveTaxSolutions, I have received your very informative emails as well as the many telephone conversations I've had with other support.
First and foremost, CPASiteSolutions's support is BY FAR the best I've encountered since the good ol' days, when support actually answered the phone IN the US! I am so blown away by CPA's support, your responsiveness, your willingness, and patience in working with my issues (for the second and third times…) If, for no other reason, I would highly recommend your offerings just on support alone, which also speaks volumes of your business and how its run!
Secondly, I LOVE the website editing how easily it has been to change the 'frame' of the website when we went a different color direction. Thank you sooo much for such ease of use!
If you (CPA Site Solutions) needs any recommendations for your marketing or website, please call me or have potential clients call me! I am sincerely a "CPA Site Solutions evangelist!"
Thank you, thank you, thank you!
Nadine Sexton
ProActive Tax Solutions
www.proactivetaxsolutions.com