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Web Builder CS Features

Add valuable services and advanced functionality to your website to better serve your clients and prospects—at no additional cost and without the help of a technology expert.

Create a Website Using These Basic Tools:

  • Templates—Choose from an extensive library of professional layouts, images, and background colors to customize your site to reflect your professional image.
  • Pages—Choose your pages from our selections or design your own.
  • Text—Create your own content or select from a variety of system-provided choices and edit the text to meet your needs.
  • Images—Add your firm logo or scanned images of your staff or your office.

Select from Some of These Free, Advanced Features to Add Value to Your Website:

  • Forefield KnowledgeTrust™ content—Get access to more than 350 articles, 500 frequently asked questions, and 200 interactive tools that can be posted on your website for your clients' use.
  • Newsletters—Post three PPC Tax and Business Alerts on your website each month. For a minimal fee, you may also subscribe to PPC's advanced newsletter offering, which allows you to select from a library of over 200 articles.
  • Financial Calculators—Offer your clients a variety of useful calculators so they can quickly and conveniently compute such information as college savings, mortgage loans, refinance breakeven, social security benefits, retirement, or estate planning.
  • Paycheck Calculators—Give clients helpful payroll calculators to easily calculate the effect of certain deductions on their paycheck.
  • Track Refunds—Allow clients to track state and federal tax refund statuses online.
  • Create Your Own Domain Name (e.g., www.YourFirmCPA.com)—Further your professional presence with a firm-unique domain name.
  • Email Accounts (e.g., you@YourFirmCPA.com)—Distinguish your firm from others with a personalized email address, which includes automatic out-of-the-office email replies.
  • Generous Storage Capacity—Access up to 25 MB of storage per email account and up to 9 MB per email.
  • Virus-Free Email—Viruses are scanned and removed on the server.
  • Calendars—Post important events and dates within a monthly interactive calendar.
  • Customizable Search Engine Keywords and Descriptions—Add customizable metatags to assist with search engine rankings for your website.
  • Stock Quote Tickers—Post online tickers and display updated stock market information.
  • Customized Header—Personalize your website design with your firm's logo in the header.
  • Add Your Own Pages—Add more than 100 unique pages to your site as needed.
  • Online Client Feedback Form—Encourage your clients to communicate with you through a customized online feedback form (layout templates available).
  • Quick Polls—Post poll questions on your website to collect client feedback.
  • Custom Client Surveys—Design and post customized client surveys to collect useful, current statistics on your client base.
  • Frequently Asked Questions—Provide clients with answers to commonly asked questions.
  • Map to Office—Help clients find their way to your office with a custom map using Google®.
  • Link to Personal, Private Client PortalsNetClient CS portals are private and secure extensions of your website where you can provide individual clients with 24/7 access to your firm's services, without having to add resources.
Example web page

Offer clients helpful tools, such as calculators, newsletters, and refund tracking.

All of these advanced features can be quickly and easily implemented. Take the next step to boosting your online presence. We will show you how:

  • Visit our sample sites and view some of the profession's leading websites—created using Web Builder CS.
  • Build your trial site today and see how easy it is to have a professional website!
  • Email us today or contact a CS Account Representative at (800) 968-8900.

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