# CPA Site Solutions Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CPA Site Solutions Software - reviews, pricing plans, popular comparisons to other Portal products and more. Source: https://www.capterra.com/p/217035/CPA-Site-Solutions --- # CPA Site Solutions Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 28, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CPA Site Solutions ## What is CPA Site Solutions? In a digital world, you need a digital partner. At CPA Site Solutions, we tailor comprehensive digital marketing strategies aligned to your firm goals to help you find clients and build long-lasting relationships. Over 10K accounting and financial professionals have trusted our services for almost twenty years. With unparalleled account management and servicing teams, CPA Site Solutions is the perfect partner for your business. ## What is CPA Site Solutions used for? [Portal](https://www.capterra.com/portal-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CPA Site Solutions?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.prosites.com/&name=CPA Site Solutions) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CPA Site Solutions 5.0 (1) VS. [4.3 (169)](https://www.capterra.com/p/211755/Zoho-Creator/reviews/) Starting Price Contact vendor Starting Price $8 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.1 (156) Value For Money 5.0 (1) Value For Money 4.3 (131) Customer Service 5.0 (1) Customer Service 4.0 (124) ## CPA Site Solutions alternatives Highest Rated [4.7 (1,780)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (1,056)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (5,184)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/217035/CPA-Site-Solutions/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Calendar Management Track and manage schedules and meetings via an integrated calendar Chat/Messaging Communicate using direct chat or messages within the system Client Portal Private online space that lets businesses securely share documents and provide information access to clients Content Library Centralized repository to store content and assets Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving CPA Site Solutions 12 features Define levels of authorization for access to specific files or systems Track and manage schedules and meetings via an integrated calendar Communicate using direct chat or messages within the system Private online space that lets businesses securely share documents and provide information access to clients Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Protect sensitive data for digital privacy Store, manage and track all forms in a centralized location Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) ### Starting price Contact vendor for pricing Free trial available Value for money 5.0 (1) 5.0 Based on 1 reviews ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SH Sam H. Owner Accounting ### "A MUST for CPA firms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 21, 2022 CPA Site Solutions is helping me scale my practice and helps me look so professional to clients. Everyone seems to appreciate being able to handle their taxes in a contactless manner. CPA Site Solutions helps deliver that. I'm glad they are part of my team! Sam Pros How it seamlessly interfaced with my Firm software TaxDome. Linking was a snap and once an invoice was generated - it went directly to my clients. I was sometimes paid in minutes of sending the invoice. I can verify if an invoice was sent to a client and when they paid it. I can even print an invoice out of CPA Site Solutions and it is marked "Paid"! I have also used the credit card vault where you ask your client to enter their card information and you can charge against the card. Make sure you let your client know you are doing it. It will go right on their card. I also have a couple of clients that make automatic weekly and monthly payments. I can set it and forget it. I get a message - YOU HAVE BEEN PAID! Music to a small businesses ears. And last but not least - the customer service is outstanding! 5++ ! I had a client who made a mistake on his card number and of course it failed. I reached out and got an answer right away. In this time of lower customer service - CPA Site Solutions has gone higher. I would Highly Recommend Them! Cons There was one issue I had with a failed transaction. The client tried to use their card, and it appeared to go through. I was notified I was paid (!) and then a little while (few minutes) was notified the transaction failed. I forwarded the message I received to the client and was getting ready to call when I went online to CPA Site Solutions and could see the failed transaction, but then about 5 minutes later there was a successful transaction. When I contacted CPA Site Solutions, they indicated it was successfully paid the second time. When I contacted the client, they confirmed it looked like the invoice was paid. So, this was more a user error (usually I am the one causing the problem), I wouldn't fault CPA Site Solutions for this issue. And I am sure everyone wants to know as soon as possible if a transaction fails. I would recommend there be some type of time lapse to see if a customer can get an error corrected - meaning getting a bill paid successfully before raising flags. Maybe they could have sent me (and maybe they did and I didn't see it before contacting the client) a second notice that indicates - the failed attempt has been corrected as of \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_. Reasons for choosing CPA Site Solutions Integration with practice management software - TaxDome Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)