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Client Portal Reviews

Richard DeVaney
5 out of 5 February 23rd, 2010
Richard DeVaney
Golden State Tax Service, INC
www.goldenstatetaxservice.com
CPA Site Solutions Websites For Accounting Firms
Kudos to a well run company... "CPA Site Solutions has been my preferred choice for hosting my website for over five years.

At a very reasonable fee, they provide a complete website with powerful features that “Wow” my clients. The site, with its newsletters, secure portal for transfer of client documents, calculators, and FAQs are a great resource for our office and our clients.

The company continuously updates the features of the website. On those rare occasions where I may have questions or need assistance with implementing new features, their timely responses, technical expertise and friendly attitudes are all that I could ask for in a web host.

Kudos to a well run company and the people who make my business more rewarding and my life easier."
Stephen J Knoy CPA PC
5 out of 5 February 16th, 2010
Stephen J Knoy CPA PC
www.sknoycpa.com
CPA Site Solutions Websites For Accounting Firms
Exceedingly satisfied customer... "I have two questions for you and just one thing to say about your organization. Where did you find these people, how do you keep them so positive and motivated and whatever it is that you are doing,... Read Full Review
Nick Eller
5 out of 5 November 23rd, 2009
Nick Eller
Harris & Co. PLLC
www.harriscpas.com
CPA Site Solutions Websites For Accounting Firms
CPASiteSolutions has gone above and beyond what we have been looking for... "For what we have seen already, CPASiteSolutions has gone above and beyond what we have been looking for. No other website services have offered the quality of service you provide.

So far... Read Full Review
Claire E. Baker, CPA
5 out of 5 November 3rd, 2009
Claire E. Baker, CPA
www.cbakercpa.com
CPA Site Solutions Websites For Accounting Firms
Our clients absolutely love the portal... "We are delighted with the website and our clients absolutely love the portal (as do we). The calculators and financial guides are also very impressive and the recommended books are great. I have 3... Read Full Review
Ray Conway
4 out of 5 August 17th, 2009
Ray Conway
Conway Tax and Financial Solutions
www.conwaytax.com
CPA Site Solutions Websites For Accounting Firms
You have been great. Very responsive! "The site itself and links from the site are robust, to say the least. I like the ability to go in and tweak things here and there. I think I’ve learned to ask for help with more significant changes.

The... Read Full Review
Alissa K. Hollinger, CPA, Cr. FA
5 out of 5 August 16th, 2009
Alissa K. Hollinger, CPA, Cr. FA
Hollinger & Associates, PLLC.
www.ahollingercpa.com
CPA Site Solutions Websites For Accounting Firms
My clients love the look, the substance, and how easy it is to use... "I can't believe a year has already passed since switching to CPA Site Solutions. Although the website provider I was previously using did an alright job, the price was just too much for the product.... Read Full Review
Fred Huebner
5 out of 5 August 11th, 2009
Fred Huebner
Huebner & Associates
www.fwh-cpa.com
CPA Site Solutions Websites For Accounting Firms
Please don’t tell my competitors about CPA Site Solutions... "Please don’t tell my competitors about CPASiteSolutions. It has turned out to be our best marketing tool. Every service we have added has proved valuable.

We recently upgraded to... Read Full Review
Michael Hymes, CPA
5 out of 5 December 12th, 2008
Michael Hymes, CPA
Hymes & Associates CPA, P.C.
www.hymescpa.com
CPA Site Solutions Websites For Accounting Firms
CPASiteSolutions delivers in EVERY aspect... In short, buy this site. You will not be disappointed... "If you're reading this, chances are you're wondering if a CPA Site Solution's site is right for you. I've had a couple different sites in the past, but I have to say that CPA Site Solutions delivers... Read Full Review
Julie A. Webb, CPA
5 out of 5 December 4th, 2008
Julie A. Webb, CPA
Julie A. Webb, CPA, P.C.
www.juliewebbcpa.com
CPA Site Solutions Websites For Accounting Firms
My clients love the security [Client Portal] offers... "My website looks wonderful! I love your client portal! I have been using it all tax season, and it has been a great help. My clients love the security it offers. Keep up the good work!"... Read Full Review
Philip Cilliers, CPA
5 out of 5 November 18th, 2008
Philip Cilliers, CPA
Cilliers, CPA
www.cillierscpa.com
CPA Site Solutions Websites For Accounting Firms
We have gotten several new clients this season... "First of all, I have to say we are very pleased with the services we have from your company. We have gotten several new clients this season due to people liking our website and are keeping people engaged... Read Full Review
Ben Bennett
5 out of 5 October 30th, 2008
Ben Bennett
Ben M. Bennett, CPA
www.bmbennett.com
CPA Site Solutions Websites For Accounting Firms
Saves us time and money... "I really like your Secure file exchange. Even my clients that aren't that computer literate find your File Exchange easy to use. We used to use the post office a lot to send tax returns and other documents... Read Full Review
Keith A. Cole, CPA
5 out of 5 September 17th, 2008
Keith A. Cole, CPA
Cole Tax Services Inc
www.coletaxservices.com
CPA Site Solutions Websites For Accounting Firms
The secure online client portal is just what the accountant ordered... "My web page is great! Thanks for all your great help in getting it up and rolling. I appreciate your tireless effort in helping me get my firm online.

I spent a lot of time looking for... Read Full Review
Ken Newton
1 out of 5 June 25th, 2008
Ken Newton
Newton Tax & Accounting
www.newtontax.com
CPA Site Solutions Websites For Accounting Firms
File Vault integration... The File Vault needs to have the ability to be integrated with my practice management system so that I don’t have to manage numerous sources of data.... Read Full Review
Joseph F. Montgomery, CPA
5 out of 5 May 4th, 2008
Joseph F. Montgomery, CPA
www.jfmcpa.com
CPA Site Solutions Websites For Accounting Firms
Thanks for consistently going the extra mile... "I am happy that I found your company to facilitate my web site. I can keep my clients informed with events I feel will interest them, with the hope of attracting new clients as well. The file transfer... Read Full Review
Samia Nash
5 out of 5 March 6th, 2008
Samia Nash
Michel Heneen & Co., CPA, P.C.
www.mhcompany.com
CPA Site Solutions Websites For Accounting Firms
Our clients appreciate the convenience and security of this phenomenal feature... "CPA Site Solutions has always had outstanding customer service. I just learned of the new Client Portal feature immediately began utilizing the vault to share files with our firm's clients.
Read Full Review
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