AFSB believes every accounting, tax, and financial services firm should be able to afford a professional web presence as a service to their client base. The web site should have the following qualities:
This is the first page your client will see when they log-on to your site. AFSB's setup process leads you step-by-step through the site building process to assist you in customizing your message to your clients. The page will not only look professional, it is also easy for your clients to see all the features of your site and navigate throughout the site to their area of interest.
AFSB offers ten financial calculators for you and your clients. This service is sure to be a hit with your clients. Not only will your clients return to your site anytime they have a financial question, it also provides a professional aspect to your Website. Each calculator allows the client to e-mail you for potential billable consultation or the ability to print out the results for themselves. Each calculator can be activated or deactivated depending on your desire.
The AFSB Newsletter service is like no other. You can write your own articles, choose from a growing list of AFSB's articles or use the standard Tax-Aid, Inc. newsletters professionally designed and written for the accounting and tax industry.
This area is used to allow you or your clients to help you build a client database. The database is a secure list of your client's e-mails, names, and addresses for your use only! With the e-mail list you can send out e-mails and your client newsletter in a digital format. You can even send out selective e-mails to groups of your customers... like seniors...or business clients.
Give a background of your firm and the professionals within it. Whether you're a sole proprietor or a firm with multiple offices, the Firm Profile allows you to provide a nice review of who you are and provides a vehicle to build upon your relationship with your clients.
Allows your clients to send you an e-mail and gives you a place to give the address and phone number of your office(s). It is a perfect place to give directions and a map to your location.
This page is used to outline the services you provide and gives you an area to describe your point(s) of difference.
AFSB has developed this page to allow your Website to be a service to your clients and have them continue to come back to your site. We have identified some of the more useful and popular web sites and you can add your own as well. Clients will love this service and will tend to bookmark your site for repeat visits.
This area allows you to add as many additional pages to your site as you wish. Whether it be tax topics or financial advice, you decide what you would like to offer your clients.
Plus, our exclusive Members Only area:
When you sign up to have your Website with AFSB you also have access to our professional services area. This area is only available to professionals who have a website with us. It includes links to all 50 states' revenue departments, the IRS and other useful websites. It also gives you access to special pricing on office and tax supplies. This area will continue to grow with AFSB using our collective professional service buying power to get you deals you could not get on your own.
This is only a brief preview of some of the features of your AFSB Website. The best way to see the enormous potential of your site is to build a risk free test site for yourself or preview our sample site.
1.800.888.5803
1100 East 80th Street — Minneapolis, MN 55420