Client Reviews on CPA Site Solutions' Client Portal

Client Portal Reviews

January 28th, 2011

John R. Beck
KCH Business Solutions, LLC
www.kchbusiness.com
CPA Site Solutions Websites For Accounting Firms

I was a little hesitant about initially signing up... "It was a decision I have never regretted. The site is 10x more professional and I get compliments on it all the time. My business has increased over 40% since I changed over my web site and I attribute the bulk of that to CPA Site Solutions!

What has been equally beneficial to me has been the Secure File Exchange. Many of my clients are small business owners. Rather than me being onsite with all of them, they're uploading their data via Secure File Exchange. I estimate it saves me about 8 hours a week in travel time. That's a big savings for me.

I can't say enough about it. It has been a blessing in disguise.

Thank you again for the service you offer!"

John R. Beck
Mt. Airy, Maryland

December 23rd, 2010

Richard DeVaney
Golden State Tax Service, INC
www.goldenstatetaxservice.com
CPA Site Solutions Websites For Accounting Firms

Kudos to a well run company... "CPA Site Solutions has been my preferred choice for hosting my website for over five years.

At a very reasonable fee, they provide a complete website with powerful features that “Wow”... Read Full Review

November 29th, 2010

LeAnn Risenhoover
LeAnn Risenhoover, CPA, PLC
www.lr-cpa.com
CPA Site Solutions Websites For Accounting Firms

I had pretty high expectations... "First let me say that CPASiteSolutions is even better than I expected and after listening to Bob Jennings I had pretty high expectations! I worked with Peter Creutzberger and he is WONDERFUL! All of... Read Full Review

February 16th, 2010

Stephen J Knoy CPA PC
www.sknoycpa.com
CPA Site Solutions Websites For Accounting Firms

Exceedingly satisfied customer... "I have two questions for you and just one thing to say about your organization. Where did you find these people, how do you keep them so positive and motivated and whatever it is that you are doing,... Read Full Review

November 23rd, 2009

Nick Eller
Harris & Co. PLLC
www.harriscpas.com
CPA Site Solutions Websites For Accounting Firms

CPASiteSolutions has gone above and beyond what we have been looking for... "For what we have seen already, CPASiteSolutions has gone above and beyond what we have been looking for. No other website services have offered the quality of service you provide.

So far... Read Full Review

November 3rd, 2009

Claire E. Baker, CPA
www.cbakercpa.com
CPA Site Solutions Websites For Accounting Firms

Our clients absolutely love the portal... "We are delighted with the website and our clients absolutely love the portal (as do we). The calculators and financial guides are also very impressive and the recommended books are great. I have 3... Read Full Review

August 17th, 2009

Ray Conway
Conway Tax and Financial Solutions
www.conwaytax.com
CPA Site Solutions Websites For Accounting Firms

You have been great. Very responsive! "The site itself and links from the site are robust, to say the least. I like the ability to go in and tweak things here and there. I think I’ve learned to ask for help with more significant changes.

The... Read Full Review

August 16th, 2009

Alissa K. Hollinger, CPA, Cr. FA
Hollinger & Associates, PLLC.
www.ahollingercpa.com
CPA Site Solutions Websites For Accounting Firms

My clients love the look, the substance, and how easy it is to use... "I can't believe a year has already passed since switching to CPA Site Solutions. Although the website provider I was previously using did an alright job, the price was just too much for the product.... Read Full Review

August 11th, 2009

Fred Huebner
Huebner & Associates
www.fwh-cpa.com
CPA Site Solutions Websites For Accounting Firms

Please don’t tell my competitors about CPA Site Solutions... "Please don’t tell my competitors about CPASiteSolutions. It has turned out to be our best marketing tool. Every service we have added has proved valuable.

We recently upgraded to... Read Full Review

December 12th, 2008

Michael Hymes, CPA
Hymes & Associates CPA, P.C.
www.hymescpa.com
CPA Site Solutions Websites For Accounting Firms

CPASiteSolutions delivers in EVERY aspect... In short, buy this site. You will not be disappointed... "If you're reading this, chances are you're wondering if a CPA Site Solution's site is right for you. I've had a couple different sites in the past, but I have to say that CPA Site Solutions delivers... Read Full Review

December 4th, 2008

Julie A. Webb, CPA
Julie A. Webb, CPA, P.C.
www.juliewebbcpa.com
CPA Site Solutions Websites For Accounting Firms

My clients love the security [Client Portal] offers... "My website looks wonderful! I love your client portal! I have been using it all tax season, and it has been a great help. My clients love the security it offers. Keep up the good work!"... Read Full Review

November 18th, 2008

Philip Cilliers, CPA
Cilliers, CPA
www.cillierscpa.com
CPA Site Solutions Websites For Accounting Firms

We have gotten several new clients this season... "First of all, I have to say we are very pleased with the services we have from your company. We have gotten several new clients this season due to people liking our website and are keeping people engaged... Read Full Review

October 30th, 2008

Ben Bennett
Ben M. Bennett, CPA
www.bmbennett.com
CPA Site Solutions Websites For Accounting Firms

Saves us time and money... "I really like your Secure file exchange. Even my clients that aren't that computer literate find your File Exchange easy to use. We used to use the post office a lot to send tax returns and other documents... Read Full Review

September 17th, 2008

Keith A. Cole, CPA
Cole Tax Services Inc
www.coletaxservices.com
CPA Site Solutions Websites For Accounting Firms

The secure online client portal is just what the accountant ordered... "My web page is great! Thanks for all your great help in getting it up and rolling. I appreciate your tireless effort in helping me get my firm online.

I spent a lot of time looking for... Read Full Review

June 25th, 2008

Ken Newton
Newton Tax & Accounting
www.newtontax.com
CPA Site Solutions Websites For Accounting Firms

File Vault integration... The File Vault needs to have the ability to be integrated with my practice management system so that I don’t have to manage numerous sources of data.... Read Full Review

May 4th, 2008

Joseph F. Montgomery, CPA
www.jfmcpa.com
CPA Site Solutions Websites For Accounting Firms

Thanks for consistently going the extra mile... "I am happy that I found your company to facilitate my web site. I can keep my clients informed with events I feel will interest them, with the hope of attracting new clients as well. The file transfer... Read Full Review

March 6th, 2008

Samia Nash
Michel Heneen & Co., CPA, P.C.
www.mhcompany.com
CPA Site Solutions Websites For Accounting Firms

Our clients appreciate the convenience and security of this phenomenal feature... "CPA Site Solutions has always had outstanding customer service. I just learned of the new Client Portal feature immediately began utilizing the vault to share files with our firm's clients.
Read Full Review

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