2017 Review of CPA Site Solutions

CPA Site Solutions


From the 2017 review of Website Builders for Accounting Firms.

CPA Site Solutions is a good fit for accounting firms of all sizes that are looking for a variety of website design options as well as an excellent selection of website content that can be utilized as desired. CPA Site Solutions is available in three versions, so firms can also scale up to the next version if needed.

CPA Site Solutions offers up to 250 ready-to-go design templates in both the Gold and Platinum version of CPA Site Solutions, with the Silver version offering 78 templates.   Firms can use the design templates as is, customize them using the Site Manager, or users can choose to have CPA Site Solutions web designers customize the chosen template to reflect the needs of the firm.

CPA Site Solutions offers up to 10 professional home page design options, with each homepage design fully customizable as well. Users can also choose one of the 28 custom home page designs that are offered as well. All websites come with default pages that can be customized for each firm as desired. The included site map function allows users to easily delate any pages not needed by the firm. Users can also add up to 1,000 custom pages to any website. Smart website designs are also available for those that desire a mobile optimized website.

CPA Site Solutions offers 67 pages of default content that be used when creating a new website, with any content fully customizable. This enables users to create and populate their web pages quickly, and then later go back and customize the pages as needed. The product also offers 58 interactive financial calculators, including 1040 Tax Estimator, Self-Employment Tax Calculator, Home Budget Analyzer, Debt Consolidation Financial Calculator, and an Estate Planning Calculator. CPA Site Solutions also offers more than 3,000 pages of business, financial and tax guides. For firms that use QuickBooks, a QuickBooks Services section is included, as is a 10-page tax resource center.

The Domain Email feature provides accounting firms with 10 email addresses per client or firm, with additional emails available at a reasonable price. Users can also host their domain with one of CPA Site Solution’s partners.

The Site Manager features allows users to easily edit their created website using the included WYSIWYG Editor that allows users to easily create web content without having a HTML knowledge. Using the Site Manager, users can also modify or add web content, add or delete pages, and change firm information.

For those that are looking for more custom options, CPA Site Solutions offers 6 categories of custom website design, including a completely custom design, design modifications, custom slideshow, and customization of an existing website, with prices varying, depending on the amount of customization completed.

Users can create custom tags for both the website and individual pages. Additional Search Engine Optimization (SEO) options are available from CPA Site Solutions if desired. The application also offers integration with social media sites such as Facebook, LinkedIn and Twitter with an optional social media management add-on available as well.

Along with web design, CPA Site Solutions also offers a variety of features that are designed to work with a firm’s website, including the ability to create a blog using WordPress (Platinum Edition only), the addition of a secure client portal that allows firms to securely share documents with clients, an interactive map that provides directions to an office location, and a Meet the Team section, where firms can introduce partners and employees.

The CPA Site Solutions Help Center offers access to a variety of resources, including a Quick Start option. Users can view the categories displayed or enter a search term to find solutions to just about any issue. FAQ’s are available, and users also have access to short videos that provide step-by-step instructions for common issues. CPA Site Solutions also offers unlimited toll-free telephone support as well as unlimited live chat support.

CPA Site Solutions is a comprehensive website building application that offers a long list of features that CPA and accounting firms can utilize. With a number of customization options, website hybrids (partially do-it-yourself/part custom), and up to 250 templates and custom home pages to choose from, it’s difficult to find another product that offers the number of features included in CPA Site Solutions. The Silver edition of CPA Site Solutions is priced at $55.50 per month; the Gold version is $76.50, and the Platinum version is $102.50. There is no contract required, and CPA Site Solutions offers a 60-day free trial for those that wish to try out the application prior to purchasing. Additional storage, SEO options, and Social Media for Accountants are also available at an additional cost.      

2017 Rating 5 Stars