Online Tools
All of our websites come with a complete suite of online tools and technologies designed for accounting firms. These tools run the gamut from an easy-to-use email program for everyone in your firm to a comprehensive backend website management system, to secure file transfer and the ability to easily integrate web-based software that you may be using with your clients. The list is quite extensive so as to meet all of your business needs.
Tools List
Email
All of our websites come with email hosting as part of our complete website package. Email can be accessed in your office using a mail client program like, Outlook or remotely using our web interface. In addition, your email accounts are protected from spam using an industry leading spam filtering product. You can easily and quickly set up email accounts for your entire firm using our backend management tool, CPANEL.
Secure CPANEL and Website Statistics
Every website we publish comes with a secure backend management system we call CPANEL. This is the area where you will manage your firm’s email accounts, review website statistics, traffic statistics and more. But don’t worry if you are not technical, we’ll work with you when the site is in development to set up email accounts and walk you through the other CPANEL features that come with your site.
Accept Credit Cards Online
We work with PayPal to process online credit card payments through your website. Getting started is quick and easy. Accepting credit card payments through your accounting website is an effective way to lower your collectibles and receive initial payments or deposits from new clients. It's fast and easy to get started.
See an example of a client accepting credit cards online.
Secure File Transfer
We offer a platform to securely exchange files (especially large QuickBooks files) with your clients. File transfer is easy to use and set up and is a much safer way to transfer sensitive financial spreadsheets than by going through email.
See an example of a client who uses our File Transfer system.
Digital Downloads
Do you want the ability to sell downloadable items such as tax planning reports, financial service white papers and more to clients or visitors to your site? We can help you do this by integrating an easy and cost effective service that will deliver your product to your customer instantly after payment is collected.
See an example of a client selling reports as a PDF download
Online Accounting System
Our sites can easily integrate with any online accounting system that you are using with your clients.
See an example of a client who is linking to NetClient online accounting system
Online Payroll System
Our sites can easily integrate with any online payroll system that you are using with your clients.
See an example of a client who provides a link to an online payroll system and an online payroll demo. Links are in the left navigation.
QuickBooks Affiliate Storefront
We can easily incorporate a QuickBooks Affiliate Store into your site. The QuickBooks Affiliate Program allows you to place an authorized QuickBooks logo on your Web site and earn commissions by offering QuickBooks financial software to your clients.
Click here to see an example of a client with a QuickBooks Affiliate storefront on his site.
Online Bookstore
We can easily incorporate a bookstore into your site. Whether this is an affiliate bookstore program like the one offered by Amazon.com or you are selling your own books or reports, we can help you set this up so you continue to receive the revenues.
See an example of a client using her site to promote and sell books through Amazon's affiliate program.
Seminar or Event Promotion
We can set up a page on your accounting website for you to promote your workshops, seminars, conferences, training classes, speaking engagements or other local events you are hosting or participating in. If the event is a paid event, we can also incorporate a shopping cart feature so you can manage the payment collection process.
See an example of a client who uses her site to promote training classes and events.
Read More About Our Website Package
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