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Your CPA Site Solutions Help Center
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This is your online manual and how-to-guide for your CPA Site Solutions website. From here you can learn everything you need to customize your site and take full advantage of all of your site’s tools and features.
Through the CPA Site Solutions Help Forum you can interact with other users and CPA Site Solutions support to ask questions and share your solutions. For more direct help, click Live Chat to contact CPA Site Solutions directly. Of course, you’re always welcome to call us directly at 800-896-4500 or email support@cpasitesolutions.com.


I haven’t accessed or set up anything related to me email addresses I have with my website since they were first set up. I think I have like 100 or something with my website and have only set up like 3 or 4. I can’t remember how to access any of it! I was thinking it might be set up through gmail somehow but if it is I can’t figure out how to get to the account. Can you help?
Steven,
Basically you access your email through Google but it is with your own domain. See the following help section for more details on how to login and manage your email. That said I am going to send you an email with more details. Please reply to that with any other questions. Thanks!
–Wyatt
We need to be able to share our firm’s contact database of client & vendor info among several staff members working between home and the office. However, Google Apps does not seem to be able to handle this. There must be some inexpensive way to do this that would work with Google contacts. Please help us find a solution.
We are a Thomson Reuters Creative Solutions/ UltraTax and QuickBooks shop.
We are looking to develop our website.
We are interested in a demo of your service
Hi John,
I forwarded your email to our webmasters. A member of our support team will be in touch with you shortly.
Thank you,
Susannah
Hi John,
Thanks for your query. We just posted a demo of our service on our new home page at http://www.cpasitesolutions.com/. Please watch this demo and then email support@cpasitesolutions.com with follow-up questions, or call 1-800-896-4500 to reach one of our Webmasters. Remember you get the first 60 days free!
Thanks,
Susannah
My email goes directly to Outlook junk, then when I move it to the inbox I still cannot read it – its not visible. I am using two email addresses. It was working before – please help, I need my email. Thank you.
Hi Robert,
I forwarded your comment to our support staff. One of our webmasters will be in touch with you soon.
Thanks,
Susannah
I am fairly new to the firm I work for and as part of my job I am in charge of maintaining the website. I have an email address for someone that used to be our contact person for troubleshooting and other questions, however, I am getting no replies. It’s possible, I’m sure, that he doesn’t work there anymore. However, is there a way I can find a new contact person to help me answer questions I may have?
Hi Chelsea,
I’m sorry to hear that you’ve been having trouble getting in touch with us.
To reach our Webmasters, call 1-800-896-4500 from 8:00 a.m. to 8:00 p.m. EDT, or email support@cpasitesolutions.com. Any of our support staff can help you.
I’ve forwarded your request to our Webmasters and someone will be in touch with you today.
Thanks Chelsea,
Susannah