CPASiteSolutions Website Improvements

Please click on the links below to read about the previous improvements we've made to your site.

August 2010

• Quick Login to the Portal
• 8 New Site Designs
• Custom Slideshows

July 2010

• Revamped Client Newsletter
• Updated Client Portal Page with Security Details
• RSS Feed with Newsletter and Blog

June 2010

• Free QuickBooks Backups for Your Clients
• QuickSend - Quicker Way to Receive Files
• 12 New Site Designs

May 2010

• Online Backup
• Vault - Download All
• Social Media For Your Blog
• Customizable Form Response Page
• Reorder Your Seminars

April 2010

• 10 New Ready-To-Go CPA Website Designs
• Over 60 Free CPA Website Logos
• Export Your Email Marketing Contact List in One Click
• CPA Websites, Now with Even More Help Options

March 2010

• Your CPA Seminar, Event, or Webinar Advertised for Free
• Your CPA Website Translated into Multiple Languages for Free

February 2010

• Free Online Tax Organizer is Faster
• Over 60 Free CPA Website Logos

January 2010

• Financial Calculators Improved For Your CPA Website

December 2009

• 11 New Site Designs
• Instant Driving Directions on Your CPA Website Contact Page

November 2009

• Add A Comment Box to Your Accounting Firm's Blog

October 2009

• 10 New Site Designs
• New Video Files to Help You Modify Your Accounting Firm's Website

September 2009

• 12 New Site Designs
• Enhance Your Accounting Firm's Website with Video

August 2009

• 4 New Site Designs
• Self-Registration Default Permissions Can Now Be Modified!

June 2009

• Add a Work Team Wiki To Your Site

May 2009

• New Expanded Hours
• 15 New Site Designs
• 16 Updated Classic Designs
• New Online Appointment Scheduling
• Start Your Own Blog

April 2009

• 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

March 2009

• 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

January 2009

• 5 New Site Designs
• How The New IRC Section 7216 Affects You

December 2008

• 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

May 2006

• New Site Manager
• Free Complete Website Make Over

April 2006

• New Easy-To-Use WYSIWYG Editor

March 2006

• 16 New Site Styles

February 2006

• 300 New Pictures Added to the Online Picture Library

January 2006

• Faster Secure File Exchange Program
• 2006 Tax Code Adjustments
• Tax Season Weekend Emergency Tech Support

December 2005

• Updated News and Weather Page
• New Custom Hub Page

November 2005

• New Financial Calculator
• Buy vs. Lease Equipment
• New Resources Hub Page
• Updated Tax Code References

October 2005

• Google Adwords Pay-Per-Click Advertising

September 2005

• 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.