Why do accountants choose us? And why have they stayed? Check out our customer reviews below!
An obvious benefit is a greater efficiency of my time
CPASiteSolutions has helped my firm further embrace the digital environment. I posted most of my Tax Organizers and Engagement Letters in the File Vault for 2011 Tax Returns and tried to encourage my clients to access their documents through the Portal. I also posted most of the efile signature authorization forms on the File Vault, with the goal of encouraging them to view my Web Site and retraining them to use the File Vault. I have a small firm (approximately 200 clients) and I view the Web Site, Newsletter and Vault as a client retention tool rather than a new client magnet. However, I am also getting calls from prospective clients who are using the Web to do their leg work, and the feedback from these newbies on the site is always positive. And, an obvious benefit is a greater efficiency of my time. So all in all I am pleased with the way CPASiteSolutions has helped my firm move to another level of service and support.
Ken Leavitt
Ken D. Leavitt CPA PC
www.kencpa.com
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