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Secure Client Portal

Our secure client portal allows you and your clients to upload, store and download files in a 128 bit encrypted format that complies with all regulatory privacy requirements.  You simply set up each client with a storage area complete with user name and password.  All files are stored in encrypted format on the server so you can rest assured that all of your files will remain private at all times.


Newsletter

Our newsletter articles are written by CPAs for the clientele of local and regional tax and accounting firms.  When new tax acts are passed, we have detailed writeups on your site within a few days and sometimes even within a few hours.

We also provide archived article links, a link for your clients to click on for local business news in your area, a daily national business news feed and the latest announcements from the IRS that would have relevance to your clients.


Links & Info

This is the section of your site where we provide your clients with links to download federal and state tax forms, get the current business mileage rate and all the current tax and retirement rates.  Your clients will also use this section of your site to track their federal and state refund, get links to national business, tax and financial resources and consult your tax calendar for current due dates.


Financial Calculators

Like every other page of your website, our financial calculators are branded with your firm's name and logo on every calculator.  We have noticed that many of our competitors provide calculators that appear in a pop-up window that is obviously not part of your website.  Why pay for off-site calculators?  If you want financial calculators that are not part of your own website, simply link to your local bank for free.

 
 

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© 2011  CPAsites, LLC 
CPAsites.com was founded in 1997 to design and manage websites for CPA and accounting firms.  It is the nation's oldest web firm devoted exlusively to CPA websites and
websites for accountants.  The design and setup of an accounting website is free with a 12 month commitment to our accounting content package for CPA and tax
firms.