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 Firm and Client Interactive modules, featuring our Document Manager, Software Applications page, PIM applications and much more.
Build client loyalty with our Monthly Newsletter, filled with helpful tips and the latest tax developments.
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 Firm and Client Interactive modules, featuring our Document Manager, Software Applications page, PIM applications and much more.
Build client loyalty with our Monthly Newsletter, filled with helpful tips and the latest tax developments.
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.
Its guidance-style, interactive content makes FSO Technologies a unique and valuable resource to financial professionals.
Recognizing the need of financial professionals and meeting these needs successfully has been an ongoing legacy for the founders of FSO Technologies, who also share the notable distinction of having created the Practical Accountant and Accounting Technology magazines and the Clients Monthly Alert newsletter.
The company and its founders have consistently been an inovative force in the development and implementation of much-needed practical tools and resources.
Its guidance-style, interactive content makes FSO Technologies a unique and valuable resource to financial professionals.
Recognizing the need of financial professionals and meeting these needs successfully has been an ongoing legacy for the founders of FSO Technologies, who also share the notable distinction of having created the Practical Accountant and Accounting Technology magazines and the Clients Monthly Alert newsletter.
CompleteSite Interactive provides solutions for your firm whether or not you already have a Website.
Here is an an overview of the products we offer with their respective prices.
Core Website — Includes five customizable pages profiling your firm and many different design templates to choose from.
Tax Organizer — Collect, share and utilize your clients' tax data safely and securely through your Website and much more.
Mailing List Manager — Build and manage a mailing list to send colorful customized HTML emails to your clients.
Here is an an overview of the products we offer with their respective prices.
Core Website — Includes five customizable pages profiling your firm and many different design templates to choose from.
Tax Organizer — Collect, share and utilize your clients' tax data safely and securely through your Website and much more.
Mailing List Manager — Build and manage a mailing list to send colorful customized HTML emails to your clients.
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.
Phone Support: Call our Customer Service department at (800) 896-4500 from 9 am to 5 pm EST, Monday through Friday.
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.
Phone Support: Call our Customer Service department at (800) 896-4500 from 9 am to 5 pm EST, Monday through Friday.
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.
When you order the Core Website, you'll be given a private Web address that directs you to our marketing section filled with tips and information on how to market your firm on the Internet.
Contact Us Page: Displays detailed firm information, including multiple office locations and a complete staff directory.
When you order the Core Website, you'll be given a private Web address that directs you to our marketing section filled with tips and information on how to market your firm on the Internet.
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.
Its HTML format also allows you to communicate with clients in a far more appealing format than regular emails.
You can also include a lead generator on your home page that allows visitors to add their name and email address to your mailing list.
It provides enhanced client service and stronger marketing capability.
Its HTML format also allows you to communicate with clients in a far more appealing format than regular emails.
You can also include a lead generator on your home page that allows visitors to add their name and email address to your mailing list.
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