CPA Site Solutions: Website Builder for Accountants
CPA Site Solutions helps accounting firms establish an online presence through industry-specific website designs and marketing tools. It is designed for firms that need a secure client portal and automated intake workflows.
At a glance
- Category
- Marketing
- Best for
- CPA firms, Accountants, Bookkeepers, Financial advisors
- Pricing
- Monthly plans include Silver ($90), Gold ($111), Platinum ($137), and Diamond ($166.50). A 60-day free trial is available.
- Key use cases
- Digital Client Intake, Secure Document Exchange, Firm Brand Development, Client Engagement
- Official website
- cpasitesolutions.com
CPA Site Solutions is a website builder and marketing platform for the accounting and financial services sector. It provides a library of mobile-first designs and pre-written content tailored to accounting practices, which may help firms launch a professional site without starting from scratch.
The platform is designed for CPAs, bookkeepers, and financial advisors. Beyond the website, it includes tools for client interaction, such as a secure file exchange portal and AI chat, as well as marketing services like SEO and social media management.
Buyers should confirm which tier meets their needs, as certain features such as reputation monitoring and call tracking are available in higher-priced plans. Firms can also opt for additional add-on marketing services.
Key Features
Provides over 150 ready-to-go, mobile-first designs for accounting firms.
A dedicated area for firms to exchange files and documents with clients.
A chat feature designed to interact with website visitors.
Supports monitoring and responding to client feedback from the website and third-party sites.
Software for sending automated client reminders to help reduce appointment no-shows.
Optional SEO, pay-per-click advertising, and social media management.
Use Cases
Using the website to support intake processes and FAQ responses for new clients.
Utilizing the secure firm portal to collect and share sensitive tax or financial documents.
Establishing an online presence using industry-specific templates and custom logos.
Using automated reminders and monthly newsletters to maintain client relationships.
Best For
Pricing
Monthly plans include Silver ($90), Gold ($111), Platinum ($137), and Diamond ($166.50). A 60-day free trial is available.
FAQ
It is designed for CPAs, accountants, bookkeepers, and financial advisors.
Yes, the platform provides a 60-day free trial for new users.
Plans range from Silver to Diamond. Higher tiers provide more design options, increased portal storage, and features such as HTTPS certificates and call tracking.
Yes, the platform includes a secure firm portal for exchanging files with clients.
Source category: Marketing
Source subcategory: Website Builder
