CPA Sites- Improving Your Bottom Line and Streamlining Your Firm's Daily Operations

01/15/2012 18:46

In response to today's difficult economic conditions almost all accounting practices are making use of well designed CPA websites to boost their prospecting campaigns. CPA websites offer much more benefit than just marketing. They also can trim your operating overhead, and help you decrease staff expenses as well.

There are several ways to shrink your overhead costs. One especially good method is to work with an email service and stop sending newsletters via postal mail. There are many available. They will develop and send your electronic newsletters for your firm. This brings down the costs of printing, postage, and staff costs to label and fill your envelopes. It also brings qualified leads to your website.

There are many other great uses for your website. One of them is the electronic distribution of tax documents. Using the postal service to deliver your tax forms to your client is resource intensive and expensive. Your firm has to bear the cost of the postage. It also has to bear the cost of the staff resources, for which you cannot bill. Instead, it is very easy to create a resource page on your website for downloadable tax forms.

Each year, when tax time rolls around, the traditional tax organizer mailing takes time and money. This can cost hundreds of dollars, depending upon the size of your client base. It also takes a lot of cycles for your office staff to print and collate the documents, then fill and address envelopes.

A CPA website allows you to create an electronic PDF which your clients can download and print themselves. The most sophisticated CPA websites even have their tax organizers set up as a secure form which can be submitted securely online from the site itself. This can save your client lots of time. It can also save them money.

Tax time is an expensive time of year. This is particularly true for postage expenses. Many clients save tax preparation until the last minute, as April 15 arrives. This can be frustrating for your client and for your firm. Frequently, you must resort to overnight mail so that you don't miss deadlines. A CPA website can include a secure file transfer feature, which allows your clients to submit their confidential documents quickly and safely, without the postal service expense.

Website visitors like many things about modern CPA websites. One of them is a "Where's My Refund?" feature. This feature is very easy to create. In addition to serving your customers, it also attracts prospects and website visitors as it gives details about their tax refund.

While advanced CPA websites' most fundamental purpose is advertising, it can also save you money, trim your operating expenses, gain new clients, and help you better service your clients.