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Thursday | August 28, 2008   
 
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Enhance your image as a tax authority and increase your collaboration with clients by developing your firm’s professional presence on the Internet with ProSystem fx Site Builder. This program's powerful web engine allows you to:
  • Create a fully functional website in less than 15 minutes, using a simple 12-step set-up process.
  • Easily change the look and content of your website at any time  – as often as you wish – free of charge.
  • Select your website design from  a growing collection of styles, with just a click of a button.
  • Customize your website content using HTML, or contact us to do it for you.
  • Host your site FREE with a custom domain name that you choose.
  • Share any type of files with your clients securely.

You can even take ProSystem fx Site Builder for a FREE 30-day test drive. This trial requires no payment, risk, or obligation and no need to cancel.

ProSystem fx Site Builder websites contain all the elements essential for a professional presence on the Internet:

  • Welcome Page – Displays the name of your practice and a personalized greeting message.
  • Firm Profile Page – Provides visitors with background information about you and your firm.
  • Client Services Page – Lists descriptions of the services your firm offers.
  • Internet Links Page – Includes interesting and useful links to other websites.
  • Contact Information Page – Displays detailed firm and staff contact information.
  • Info Center Page – Includes customizable Events Calendar, downloadable tax forms, as well as publications written by CCH experts.  
  • Newsletter Page – Displays professionally written alerts and articles or your own custom content.
  • Financial Tools Page – Features useful interactive calculators and tools

The content and style of your ProSystem fx Site Builder website is fully customizable. You can preview changes before applying them, and you can change the site at any time without causing downtime on your live site.

 
With a website destination point for clients and prospects, your firm is better able to compete with large financial services institutions. If your website incorporates CCH-syndicatyed content, your customers can start using it to find answers and advice on their own, giving you more time to focus on profitable engagements.

By adding CCH’s financial tools modules to the Info Center page of your website, you can:

  • Give clients straightforward explanations of virtually any tax issue with the CCH Tax Guide.
  • Create customer loyalty by teaching your clients how to start, run, and grow their own businesses using more than 4,600 news and advice documents in the Business Owner's Toolkit (BOT).
  • Translate complex financial details into user-friendly information with more than 1,500 financial planning documents, tools, and interactive calculators in the Financial Planning Toolkit (FPT).
  • Enhance your image as a tax authority by providing access to the CCH Client Life-Cycle Reading Rack, a series of helpful guides to understanding taxes both for individuals and for businesses.

ProSystem fx Site Builder offers effortless integration with the following web-based tools:

  • ProSystem fx File Share – Share documents with clients, partners, and associates using this secure online document sharing application. Seamlessly integrated with your website, its intuitive user interface provides access to documents anytime, anywhere.
  • Tax Notebook – Deliver expanded levels of convenience and technology with this online tax organizer. Save hours of data entry and review time by linking Tax Notebook data directly to ProSystem fx Tax.
  • CompleteTax Affiliate Program – Link to your own version of CompleteTax. Collect data that can help you get profitable professional engagements out of “do-it-yourself” clients, or point your lower-margin clients toward CompleteTax to free up your time for larger engagements.
  • GainsKeeper Pro – Eliminate the hassle of Schedule D preparation with this online portfolio management solution. Import data directly into ProSystem fx Tax, and use the time saved to spend more time on financial planning and consultation with your clients.
 

Keep your website fresh and cutting-edge, and increase visitor traffic with ProSystem fx Site Builder eContent.

A complete online content syndication solution for tax and accounting firms, eContent allows you to offer the latest news, information, and tax content on your website by tapping into CCH’s powerful knowledge base. With eContent, CCH automatically delivers premium content to your website every month, including the following Site Builder services:

  • CCH Premium Content – Up-to-date news and information written in a way your clients will understand and presented as though it is generated by your firm.
  • Tax Alerts – Informative Federal- and State-specific Tax Alerts that compel your clients to take action and contact your firm.
  • Monthly Federal and State Tax Events – Relevant Federal and State-specific tax due dates are added to your Events Calendar.
  • Useful Calculators – Powerful interactive financial calculators allow your clients to perform basic financial analysis.
 
 
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