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| | - Support Hours: Monday-Thursday 9:00 am ET to 7:00 pm ET and Friday 9:00 am ET to 6:00 pm ET.
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| | - Extended weekend hours during January.
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| | - Unlimited email to support.
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| | - Free users group for subscribers.
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| | - Users Conference in August 2010 in Baltimore, MD.
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| | - Ongoing free web-based training initially as well as ongoing for new employees.
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| | - Register your domain name, annual renewal of domain registration included.
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| | - Transfer domain or assist you with DNS management if you already have a domain name.
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| | - Set up site initially complete with content for accounting offices. This content can be edited or removed.
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| | | - Web mail POP email, (Outlook, Outlook Express, etc) - $1 per month per email box in blocks of 5.
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| | | - Virus scanning no additional charge.
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| | | - Optional spam filtering - $1 per month per email box in blocks of 5.
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| | - Designed from the ground up to be fast opening and search engine friendly.
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| | - Choose between eight predefined color schemes and several accounting practice contact pages for an immediate turnkey website - customize later if you wish.
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| | - Initially comes with up to eight (8) Menu pages, depending upon the service your firm offers, and a Home Page. These pages have been well written by accountants but you can edit them as you wish or delete them and create your own. With these pages you have an immediate, turn-key website.
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| | | - Accounting services or Bookkeeping depending upon state regulations.
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| | | - Business Counseling based upon financial statements you prepare.
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| | | - Why visitors should have a login.
- For Clients Only.
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| | | - Built-in Prospect Management database.
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| | | - Automated email to office when a form request is made.
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| Staff Portal with Basic Rights: |
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| | - Access postings on the Bulletin Board.
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| | - Access Forms and Publications.
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| | - Access to Link Center with links created by accounting office in Link Center.
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| | - Create additional resource links for themselves in Link Center.
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| | - Use Message Center to communicate with other staff and clients assigned to the same department.
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| | - Can be assigned Webmaster rights.
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| | - Can be assigned to one or more departments.
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| | - Use File Center to upload files to clients within their departments.
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| | - Use File Center to download files from clients that have been uploaded to a department that the staff member belongs to.
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| Staff Portal with Client Rights: |
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| | - Includes everything in the Staff Portal with Basic Rights.
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| | - Create and edit client portals.
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| | - Assign clients to one or more of five departments.
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| | - One click to log in as client to see the Virtual Office as the client sees it. Powerful feature when walking client through the Virtual Office procedures over the phone.
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| | - Create payroll input forms for clients.
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| | - Access client submitted payroll data.
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| | - Access and edit client payroll employee records.
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| Partner Portals: |
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| | - All rights of staff with basic and client rights.
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| | - Ability to send and receive files to and from all clients without department restrictions using File Center.
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| | - Upload utility files using File Center.
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| | - Delete or inactivate client portals.
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| | - Communicate with all staff and clients using the Message Center without department restriction.
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| | - Assign staff to departments.
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| | - Manage all contact information for website.
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| | - Manage all website options and settings.
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| | - Create, edit and delete all public and portal content.
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| | - Manage the Search Engine Optimization tools section.
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| | - Manage the Clients File Center categories.
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| | - Create and edit resource links available to:
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| | - Access to paperless office integration tools.
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| | - Ability to manage Prospect Form.
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| Owner Portal: Only one. |
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| | - Can create and remove Partners Portals.
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| | - Is Blind Copied on all messages sent from the Message Center to and from Staff and Clients.
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| Webmaster: The Webmaster is an assigned right rather than a specific portal and may be assigned to any staff member(s) expanding their rights to include: |
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| | - Manage website Settings and Options.
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| | - Manage website color scheme.
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| | - Manage the Search Engine Optimization tools section.
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| Client Portal: |
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| | - Use the File Center to upload files to office by department.
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| | - Use the File Center to download files from accounting office.
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| | - Access to Forms and Publications.
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| | - Access to Bulletin Board items.
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| | - Access to Link Center with links created by accounting office.
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| | - Ability to create your own links in Link Center.
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| | - Create portals for client staff members.
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| | - Submit payroll information to Accounting Office if a payroll form or forms have been created for them.
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| | - Manage employee records in Payroll Forms section.
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| Client-Staff Portal: |
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| | - Use the File Center to upload files to office by department.
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| | - Use the File Center to download files from accounting office.
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| | - Access to Forms and Publications.
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| | - Access to Bulletin Board items.
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| | - Access to Link Center with links created by accounting office.
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| | - Ability to create their own links in Link Center.
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| Guest Client Portal: |
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| | - Use this type of portal to show your accounting office prospects how they would benefit from being a client.
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| | - Access to Forms and Publications.
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| | - Access to Bulletin Board items.
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| General Features of File Center: |
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| | - All files are uploaded and downloaded over a 256 bit encryption secure internet connection.
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| | - Generous total file storage space of three (3) Gigabytes.
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| | - If you go over the limit files are still accepted, insuring continuity of service for clients. You will be charged $10 for each additional Gigabyte block (1 to 1,000 Megabytes) over limit.
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| Client Use of File Center: |
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| | - Upload single file method (supported by all browsers).
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| | - Upload returnable files such as QuickBooks file.
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| | - Upload to department (Payroll, Bookkeeping, etc).
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| | - File Links - Client has the ability to memorize the path of files and create a two click no browser method of uploading files such as their QuickBooks file.
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| | - An email is automatically sent to the accounting office member assigned to client/department and when the client uploads a file.
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| | - Download utility files (files of a general nature).
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| | - Download multiple documents and files that have been posted in the common Forms and Publications area.
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| | - Download Files that have been uploaded by accounting office.
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| | - Files uploaded or downloaded to or by client can only be seen and accessed by that client.
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| Accounting Office Staff Use of File Center: |
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| | - Upload documents and files to clients who belong to the same department(s).
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| | - Upload single file method (supported by all browsers).
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| | - Upload returnable files such as QuickBooks to clients.
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| | - An email is automatically sent to the client when a file is uploaded to them.
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| | - Download files that have been uploaded by clients to your department(s).
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| | - Download returnable files which are automatically placed in the client's correct folder without the client's need for browsing.
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| | - Upload file or files to multiple selected clients.
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| Accounting Office Owner and Partner Use of File Center: |
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| | - All upload and download capabilities that the staff have but without restriction to department.
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| | - Upload utility files of a general nature such as utility programs, spreadsheets, etc.
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| | - Upload files to the Forms and Publications area.
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| | - Manage structure of the Forms and Publications area.
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| | - Create custom categories for organizing files uploaded to clients.
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| Briefcase: |
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| | - Shared Briefcase- Upload and download files to Briefcase that is shared with the Owner and Partners.
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| | - Personal Briefcase - Each owner and partner also has a personal Briefcase that they alone can use.
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| | - Shared Briefcase can be organized into sections as defined by Owner or Partner.
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| File Maintenance: |
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| | - Gives you a breakdown of the total number of files and total storage space by File Center type, category and age group.
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| | - Quickly purge obsolete files.
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| | - Files placed in Trash Basket can be restored within 14 days of deletion.
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| Payroll Input Form: |
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| | - Accounting Office creates custom payroll input forms for clients to enter their weekly, monthly, etc. pay information supporting up to 20 payroll items.
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| | - Two client input methods.
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| | - Step through employee (next, previous method) applicable for complicated payrolls with widely varying payroll items among employees.
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| | - Spreadsheet like input. Fast input form applicable for less complicated payrolls.
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| | - Import from supported time clock files.
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| Database for employees' payroll information: |
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| | - Web based input by either client or accounting office.
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| | - Accounting office receives report with payroll data of all changes to employee records.
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| | - Automated email sent to designated accounting office staff when client has completed the input of payroll.
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Automated creation of payroll forms from Dillner's payroll software.
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Payroll data and employee changes fed directly into Dillner's payroll software.
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Additional level of password protection per payroll form, if desired.
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| Home Pages: |
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| | - Public - Create Home Page seen by public website visitors or users before they log in. Therefore, it can be written with a focus on marketing.
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| | - Client - Create Home Page that a client will see after they log in unless there has been a Home Page created specifically for the client. Therefore, this page can be created with a focus on marketing additional services to clients.
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| | - Staff - Create Home Page all staff members of your accounting firm see after they log in unless there is a specific Home Page created for the staff member. Therefore, this page can be created with a focused message to your accounting office staff.
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| | - Selected Client - Create Home Page seen only by selected clients after they log in. Therefore, this page can be created for a group of clients belonging to a unique market section such as clients belonging to a particular franchise or specific industry. You can create an unlimited number of these pages.
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| | - Selected Staff - Create Home Page seen by staff members who have been selected providing you the ability to create a Home Page unique to the departments within your practice such as payroll, bookkeeping, marketing, etc. You can create an unlimited number of these pages.
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| Menu Pages: These are pages that are linked to items in your menu. You can create an unlimited number of these pages. |
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| | - Everyone Pages - These are the items in the upper portion of the menu which are available to both web visitors and logged in users. Therefore, the content on these pages can be general information which you want to have available for all users of your website as well as search engines.
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| | - Public Pages - These items follow the Everyone Pages in the menu which are available only to website visitors and users before they have logged in. Therefore, these pages can be created with a specific marketing focus.
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| | - User Pages - These are pages which are located in the menu following the Everyone Pages which are only available after users log in. Therefore, these pages can be created with information and resources available to clients providing added value for being a client with a user log in.
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Sub Pages: These pages can be created that are not menu items but can be linked to from any other Menu Page, Sub Page or Home Page. You can create an unlimited number of these pages.
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| Bulletin Board Pages on user Portal. |
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| | - Staff - These are pages in the Bulletin Board created for either all or specifically selected staff. Use these pages to publish intercompany information such as specific events, seasonal hours, etc.
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| | - Clients - These are pages in the Bulletin Board which are available to all or specifically selected clients. Use these pages to publish a variety of information including a particular clients reporting instructions or service agreement.
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| | - Input page for your office address, phone numbers, and email for up to three contacts (partners).
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| | - Tools to upload and size company logo which appears on all pages.
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| | - Tools to upload and size Home Page image.
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| | | - Staff listing page with the ability to upload a staff group picture, if desired.
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| | | - Click on a staff members name in the list for that member's contact information as well as information about them and a photo, depending upon what you have included.
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| | - Publishing of staff listing:
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| | | - In menu for all web visitors and users.
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| | | - Available to logged in clients and staff.
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| | | - Available for staff only.
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| | - Publish your website in the Dillner's Find an Accountant Directory.
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| | - Optional styles of menus.
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| | - Option to use predefined contact information, Home Page image and logo section on Home Page.
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| | - Built-in HTML Editor to edit initial pages and to create your own content.
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| | - Easily change colors, backgrounds, banners, Menu schemes and more.
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| | - Changes made are automatically saved.
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| | - Experiment and see what your changes will look like before publishing for the whole world to see.
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| | - Share content pages with other offices.
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| | - General community for all Virtual Office practices.
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| | - Various association communities restricted to members of the respective associations.
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| | - Create subfolders into which files uploaded to clients are organized.
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| | - Tool to create file structure on your local server to match the client structure you have created in the Virtual Office.
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| | - Update local network structure by creating necessary folders for new clients as they are added to the Virtual Office.
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| | - Optional Virtual Office Send To utility from Windows Explorer. Adds Virtual Office to the right click Send To menu of your local Windows Explorer.
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| The following services are provided by Dillners Search Engine Optimization certified staff: |
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| | - We provide you with a host of tools for do-it-yourself search engine optimization. However, use of these tools requires knowledge and experience in search engine optimization.
- Domain submission to ten (10) major Search Engine Directories.
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| Gold Level includes everything in the Basic Level plus the following: |
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| | - Creation and submission of your site map to major search engine directories.
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| | - Create personalized Google account so you can track visitor activity to your website.
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| | - Regular monitoring of your site for problems.
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| | - Assistance with fixing problems with your website.
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| | - Monthly re-printable articles to update your website.
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