Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/216537
Reviews For Your Firm WEBSITE BUILDERS CCH ProSystem fx Site Builder to show only targeted states. BEST FIRM FIT • Firms who use CCH applications for • Includes a good newsleter tool with sy ndicated content, and custom client engagements, especially those content can be added by the frm to who utilize ProSystem fx Portal and meet the needs of their client base. the product's FileShare module. • Firms who wish to share syndicated • Some of the available templates include page layouts for viewing on CCH content with clients. either a computer or on a mobile STRENGTHS device. • Good integration with a wide range of • ProSystem fx Site Builder includes a CCH products, including ProSystem library of fnancial tools, web-based fx Portal, CCH Tax Guide content, calculators, as well as a lead generator toolkits for Financial Planning and module which tracks inquiries from Business Owners, ProSystem fx Tax the website. Notebook, and Gainskeeper Pro. • CCH tax content can be scrolled POTENTIAL LIMITATIONS across website, and can be customized • Tere is not a simplifed blog applica- GetNetSet Websites for Accounting Firms as white-labeled content for a quarterly BEST FIRM FIT client newsleter. • Small frms who would like to have easy integration with a wide range of • GetNetSet provides a number of tutorials for using their system, and users can outside sources such as social media also purchase many third party books campaigns. and training courses on WordPress to • Prospective users who are already meet their individualized needs. familiar with the WordPress content • Firms can link to their pages on Facemanagement system, book, LinkedIn, AngiesList, and Twiter STRENGTHS from within the application, or use • Sites are hosted using the open source WordPress plugins to integrate their site WordPress platform, which is used for with the frms social media campaigns. millions of websites around the world, • E-mail campaigns can be managed with and is supported by many third-party a simple COPPA/CAN-SPAM comediting tools and uses open standards pliant web form and a list maintenance like RSS to automatically syndicate tool, or users can integrate commercial content. e-mail marketing applications like • Te basic GetNetSet service includes C o n s t a n t C o n t a c t , i C o n t a c t , seting up the client on Google+ Local, MailChimp, and Vertical Response. basic search engine optimization, as well • GetNetSet allows users to perform Thomson Reuters - WebBuilder CS a basic client portal, and moderated BEST FIRM FIT Firms who use the Tomson Reuters CS client testimonial tools. Suite of applications, especially the • Graphical W YSIW YG interface is easy to use and allows complete NetClient CS portals. administration of a frms website and STRENGTHS navigation menus. • Integrates tightly with other Tomson • Firms can switch between a range of Reuters services, including NetClient included website templates, and it is CS client portals and Virtual Ofce relatively simple to migrate a frm's CS. existing WebBuilder content orga• The service includes many client- nized in a diferent website template. f ac i n g tool s , i nc lud i n g on l i ne • Tomson Reuters ofers a wide range appointment requests, referral subof optional services, including custom mission forms, fnancial calculators, website design, advanced search Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/11228491 tion (e.g. Wordpress, Movable Type) which directly integrates with the application, although this can be added to a frm as a separate domain or subdomain (e.g. frmnameblog.com or blog.frmname.com). • While CCH has a wide array of templates (70+), creation of a new custom web template is a fee-based consulting service. Toolkit, Business Owner's Toolkit, ProSystem fx Portal, and a client-facing Tax Guide are sold separately, with pricing available upon request. Site builder includes support for both Google Analytics as well as basic tools for search engine optimization. Sites can also include social media icons in the website and e-newsleters to drive contacts to interact with the firm online. Firms can integrated an appointment SUMMARY AND PRICING calendar into the site as well as share Pricing is tiered based upon a number of financial calculators which have been options, with annual subscriptions rewriten to work on most smartphones available starting at $785 per year. and tablets. Optional content and toolkits including www.cchgroup.com/sitebuilder items such as the Financial Planning Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/11230818 maintenance on their own website, or month Retainer plan which includes an users can allow GetNetSet to perform unlimited number of pages, and a $99/ all maintenance at no additional charge. month Recruiter plan which also includes scheduled statistics reports, a POTENTIAL LIMITATIONS unique landing page, campaign tracking, • GetNetSet does not ofer signifcant and other e-marketing features. All plans integration points with other cloud- ofer a 30 day free trial, and 10% of for based accounting tools such as com- paying annually in advance. Custom mercial sofware hosting. development is also available and is • Te entry level plan (the Representer) billed based on standard hourly rates. does not include any type of client Tere are no setup fees or contracts, and portal service. the company ofers discounts to members of a number of professional organiSUMMARY AND PRICING zations, including the National AssociaGetNetSet Websites for CPAs and tion of Tax Professionals (NATP) and Accounting Professionals are priced the National Association of Enrolled starting with the Representer plan at $29 Agents (NAEA). per month for a limited site with seven pages and frm-provided copy and conwww.GetNetSet.com tent. Upgrades are available to the $49/ Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/11229604 engine optimization, niche content, of options for optional services to meet individualized articles, and custom the needs of most frms. Tere is no uplogo design. front setup costs, and no long-term contracts are required to use the service. POTENTIAL LIMITATIONS New users receive a thirty day free trial. • Te tool for creating and maintaining Pricing of the product depends on the a blog on the website is a proprietary options selected, and starts at $70 per application, and does not include the month with no required service contract. ecosystem of add-in modules available Some services, such as custom website with popular blogging tools like design and advanced search engine WordPress and TypePad. optimization are individually priced based on customer requirements. SUMMARY AND PRICING cs.thomsonreuters.com Tomson Reuters Web Builder CS is a full-featured web solution with a number December 2013 • www.CPAPracticeAdvisor.com 29