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Home, Sweet Home Page

机译:主页,甜蜜首页

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摘要

For David Ligotti, CPA owner of Oak-wood Business Services in Ann Arbor, Mich., the first step was to lure his clients online. Using the Creative Solutions Web Builder service, Ligottr was able to populate his site with all sorts of financial data and tools that his clientele would find especially useful. These included a tax due-date calendar, articles ("Limited Liability Companies Offer Tax & Legal Advantages"), links to Michigan tax forms and local brokerage houses, and various mortgage and credit card financing calculators. There was also the Client Log-in button, for access to a secure portal where a client can review their financial documents including an aggregated portfolio statement, exchange files such as the UltraTax Client Organizer, use the hosted version of Client Bookkeeping Solution, and enter payroll data remotely. Visitors to the site are noticeably more jittery about clicking on that button for the first time than, say, Our Staff or Newsletter, concedes Ligotti.
机译:对于密歇根州安阿伯市Oak-wood Business Services注册会计师的注册会计师David Ligotti而言,第一步是吸引其在线客户。使用Creative Solutions Web Builder服务,Ligottr能够用他的客户认为特别有用的各种财务数据和工具来填充他的网站。其中包括税收到期日日历,文章(“有限责任公司提供税收和法律优惠”),与密歇根州税收表格和当地经纪行的链接,以及各种抵押和信用卡融资计算器。还有一个“客户登录”按钮,用于访问安全门户,客户可以在其中查看其财务文件,包括汇总的投资组合报表,交换文件(例如UltraTax Client Organizer),使用客户簿记解决方案的托管版本并输入远程发送工资单数据。 Ligotti承认,与“我们的工作人员”或“新闻简报”相比,第一次访问该网站的访问者明显要紧张得多。

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