Isaac M. O'Bannon

Review of Website Builders for Accountants -- 2006

Continuing the Internet Revolution

By Isaac M. O'Bannon

Article Tools


 

 

Site Marketing: How well does the site reflect the firm? There are still a couple of site building tools that put their brand logo on the websites, but for the most part this has faded away. Also, what tools for mass distribution of newsletters are available, and does the system provide statistics on website visitors?

Support: If trouble arises, how easy is it to find the solution, whether through an online support center, a Help utility or through live technical support? 

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AccountantsWorld — Accountant’s Office Online
overall rating
The Accountant’s Office Online suite from AccountantsWorld is the central component of the vendor’s collection of online services, combining a website building tool for professional firms, as well as a portal for firm staff to access online accounting programs. It also offers secure access for clients to access records that the firm has made available to them.
Build Your Firm — Website Development & Internet Marketing
overall rating
Build Your Firm offers a full-service website development package, which includes newsletters, in-depth financial articles, financial calculators, secure online file transfer, and several other tools, including search engine optimization of websites. The company is a marketing firm that is specifically geared toward assisting accounting practices and was co-founded by a CPA and an MBA.
CCH, a Wolters Kluwer business — ProSystem fx Site Builder
overall rating
ProSystem fx Site Builder provides professional accounting firms with a template-based website and maintenance system that includes a variety of add-on content options geared toward financial services. The system also provides newsletters, tax alerts, secure client portals for exchanging financial documents, and financial calculators and toolkits for financial planning and small business management.
CPASites.com — CPASites.com
overall rating
CPASites.com provides full web development, maintenance and hosting services for professional accounting firms, with specialized content, financial calculators, tax estimators, and tools geared toward individual and business accounting clients. Unlike most of the website building tools contained in this review section, this vendor’s web services are intended to be a “hands-off” solution, with all website design and content edits performed by CPASites.com.
CPASiteSolutions — CompleteWebSuite
overall rating
The CompleteWebSuite package from CPASiteSolutions lives up to its name, providing a full, highly professional website tailored to the needs of public accounting practices. It offers hundreds of pages of automated content, newsletters, financial calculators, secure client portals, staff portals and other valuable tools.
Tenenz — Accounting & Financial Site Builder (AFSB)
overall rating
The Accounting & Financial Site Builder (AFSB) system from Tenenz (formerly Tax-Aid), offers a quick and easy-to-use website creation tool that offers moderate customization capabilities along with financial tools and calculators, a newsletter, and articles on tax and financial topics for businesses and individuals.
Thomson Creative Solutions — Web Builder CS
overall rating
Web Builder CS from Thomson Creative Solutions provides a template-based site creation tool for accounting firms that offers a variety of content, financial calculators, calendars and other tools from notable financial sources, including PPC newsletters and alerts, and Forefield KnowledgeTrust. The system can support any number of pages and also provides the user firm with personalized e-mail addresses.
Thomson GearUp — Accountant-City/TaxBeacon
overall rating
The Accountant-City and TaxBeacon web building systems are identical, providing a website creation tool for accountants and tax professionals with the ability to add hundreds of pages of automated content on topics ranging from business financial information to estates, retirement planning and education, as well as a variety of financial calculators, a newsletter and various other tools.
Related Article: Book Offers Website Advice to CPAs
Everyone knows that a website is necessary for a modern professional services firm and that a website can provide much more than just a static phone-book style information page. But if you are in the majority of professional accountants, then, unfortunately, you probably don’t know much about how websites actually work for a firm, much less how to fully optimize the effectiveness of your own firm’s website.
Related Article: Drake Offers Tax Software Users Free Websites
Drake Software, maker of one of the most popular professional tax preparation systems, offers all of its users free websites through the company’s www.1040.com portal, which offers general tax information for public visitors. Websites created by tax and accounting professionals are hosted for free as subdomains of the website.
2006 Review of Website Building Tools for Accountants — Executive Summary
This review conclusively confirms the fact that Fixed Asset software has entered a new age — a new age where software vendors, reacting to the needs of the marketplace, have redesigned and enhanced their fixed asset software offerings to meet the growing needs of users, and to better take advantage of technological advances in hardware.

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