How does Foyer compare to CPA Site Solutions?
With Foyer, you get an accounting website and secure client portal for your firm in one single package. It's everything your accounting firm needs to market your services, share files with clients, send messages, and sign files all in one place. You'll find that Foyer is easy to use, works on any device (mobile and desktop), and you can rest easy knowing all data you share on Foyer is protected with encryption in transit and at rest by default.
In this guide, we will compare Foyer as an alternative to CPA Site Solutions and see why Foyer is the clear winner for accountants who want both their own website and a secure client portal. We will compare pricing, features, and see how a typical workflow works with each service. Let's jump right in!
Feature comparison between Foyer and CPA Site Solutions
 |  | |
|---|---|---|
Accounting Website | ||
Secure Client Portal | ||
In-Transit and At-Rest Encryption | ||
DocuSign Integration | ||
Real-Time Messenger | ||
Message Read Receipts | ||
File Preview | ||
Custom Branding | ||
Custom Groups | ||
Invitation Email Templating | ||
Staff Roles | ||
Folder Organization | ||
Smart Email Notifications |
Foyer Workflow
You can create an accounting website with Foyer where your clients can find your business online, and have quick access to your own client portal. To interact with clients in Foyer, you can create a Space with any number of clients and staff. Spaces are secure places to transfer files, chat, and sign documents. Both clients and staff can upload files, and when you are done you can archive the space to keep a carbon copy record of your client's records.
Foyer's interface is intuitive and is similar to software that most people already know how to use. Our messenger is similar to WhatsApp, and iMessage and our file explorer is a similar experience to macOS and Windows. You and your clients will have all the modern features you would expect like message read receipts, file previews and thumbnails.
CPA Site Solutions Workflow
CPA Site Solutions is popular because it has a bunch of website templates for accountants, bookkeepers, and CPAs that come with (via add-ons) a site blog, and marketing services.
Included in CPA Site Solutions' packages is a service called SecureSend that allows clients can send files. It functions as a client portal for sharing files with clients.
With CPA Site Solutions, you can have a website, and file sharing solution to do basically anything an accounting business would need to do business online.
The issues with CPA Site Solutions, are that it is very expensive (as we will see in the next section), its interface is dated, and not all packages come with standard security measures like HTTPS.
Foyer vs CPA Site Solutions Pricing
Foyer has simple pricing. You get all our features for any one of our plans. Our Standard plan has all our essential features for only $19/internal user/month. If you need a custom domain and email, you can use our Premium plan for only $39/internal user/month.
Price Information Collected March 2024
While it seems like CPA Site Solutions is $152.50 per month for the diamond package, that is not the real cost. You will likely be surprised to find there is a $99 setup fee for the diamond package.
You'll also find yourself offered packages for add-on services like search engine optimization (SEO), ads, social media marketing, "reputation monitoring" ($99 setup + $39.99 per month), and more. Your monthly bill could end up being much more than $152.50 after any of these add-ons.
You can save $1602 per year by using Foyer
Foyer is more cost effective, modern, and intuitive while providing the same seamless accounting website and client portal experience from CPA Site Solutions. Try out Foyer today for no cost, and no credit card required. The best way to get started is to pick a website template. The process takes one minute, and you'll be all set up with your own website and client portal.
Frequently Asked Questions
What's the Best Alternative to CPA Site Solutions?
While there are many services out there to consider, we think the best CPA Site Solutions alternative is Foyer. That's because Foyer includes everything you will need from a client portal at a great price. You get all the features you'd expect from a CPA Site Solutions alternative like secure file sharing, secure messages, e-signatures, custom forms, and even a full website builder. All of that at just $19 per month per staff user.
How Do I Migrate Data Off of CPA Site Solutions?
It can be tricky to migrate your data off of CPA Site Solutions, but it is possible. Every case is a little different, because it depends which CPA Site Solutions features you've used. For that reason, we have personalized support for migrating your data off of CPA Site Solutions and on to Foyer. For help migrating, including setting up Foyer to be just like your CPA Site Solutions setup, contact our support team.
Is CPA Site Solutions Too Expensive?
Whether or not a service is too expensive ultimately depends on your budget, but when you compare CPA Site Solutions to similar services, like Foyer, you'll find that there are other services out there that provide similar features for less.
As a comparison, to get all of CPA Site Solutions's features you'll pay at least $1830 per year (as of March 2024) while you can find a CPA Site Solutions alternative like Foyer, at $228 per year (per staff user).
To know if using a different service is right for you, make sure to write down a list of all the most important features your business needs. Then, only consider the options that are both in your budget, and have those essential features.
