CPA Site Solutions

CPA Site Solutions is a specialized website builder and service provider tailored for certified public accountants (CPAs) and accounting firms, offering a comprehensive suite of tools to enhance their online presence and client management capabilities. The company, founded in 1999, has evolved to integrate modern website design, SEO, and secure customer management tools into its service packages. Clients can choose from up to 250 website design templates, with additional customization options available under the Diamond tier. The websites are equipped with pre-written content and client resources such as financial calculators, newsletters, and downloadable financial guides, all authored by professionals in the field. Customer management tools include secure file exchange, document management, and online billing and credit card processing. CPA Site Solutions also provides technical support and additional marketing solutions to help firms attract and serve clients effectively. The platform's interactive dashboard, CPA Site Solutions Live!, allows firms to monitor and analyze their digital marketing efforts, making data-driven decisions to optimize their strategies. With a focus on security, CPA Site Solutions offers up to 11 layers of security, including encryption of data both in transit and at rest, and the use of SSAE 16/SAS 70 Type II certified datacenters.