CompleteSite Interactive offers a full suite of essential online resources for both clients and staff that can be seamlessly integrated into any existing Website or into a FREE customizable Website created in our easy-to-use online SiteBuilder. Collect, share and utilize your clients' tax data safely and securely through your Website and much more.
Includes five customizable pages profiling your firm: Welcome, Firm Profile, Client Services, Firm Notes and Contact Us. Nearly 3,000 pages of financial guidance content, designed to increase engagements and attract new clients. Add tax tools, financial calculators, business tools, current news and more to your Website.
Includes five customizable pages profiling your firm: Welcome, Firm Profile, Client Services, Firm Notes and Contact Us. Nearly 3,000 pages of financial guidance content, designed to increase engagements and attract new clients. Add tax tools, financial calculators, business tools, current news and more to your Website.
Services
FSO Technologies, located in Greenwich, Connecticut is the leading provider of Internet-based solutions for financial service professionals and organizations. The company and its founders have consistently been an inovative force in the development and implementation of much-needed practical tools and resources.
Online Support: Simply email your customer service or technical support questions by selecting an option below and receive a prompt response. Before you email us, you may want to check out the FAQs on this site for answers to the most commonly asked questions. Email Support: Email us your question at Support@CPASiteSolutions.com and we will either call you (please provide your phone number) or email you the response.
Firm Notes Page: Allows you to further customize the site with a number of customizable headings that you can use for firm announcements, personal news or any other information regarding your firm. Contact Us Page: Displays detailed firm information, including multiple office locations and a complete staff directory.
The Mailing List Manager allows you to broadcast Email messages, firm marketing announcements, updates and other general interest documents in either plain text or HTML format to clients and prospective clients via an easy to use interface module. It provides enhanced client service and stronger marketing capability.
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