# 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/reviews

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# 

 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.

[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

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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.

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting Price

Contact vendor

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.8 (89)

Value For Money

5.0 (1)

Value For Money

4.8 (84)

Customer Service

5.0 (1)

Customer Service

4.8 (87)

## CPA Site Solutions alternatives

[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

[4.7 (1,055)](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

[4.5 (3,661)](https://www.capterra.com/p/136446/Confluence/reviews/)

Starting price

$5.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.6 (5,044)](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

[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

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