Firm Management
2019 Review of CCH Site Builder
Dec. 18, 2019
800-739-9998
From the 2019 reviews of website building systems for accounting firms.
CCH® Site Builder from Wolters Kluwer is well-suited for small to mid-sized accounting firms that ideally use other Wolters Kluwer applications; however, the program can also be used as a standalone website building tool.
Designed for user ease, CCH Site Builder allows users to create a functioning website in minutes, with the ability to add, edit, change, or delete information at any time. The intuitive setup process guides users through the all of the standard page options, including the ability to choose from a variety of styles and colors. Users can also change the design of their website at any time, without any additional fees, and during the initial setup process, custom headers, footers, and background details, as well as a company logo can be added. CCH Site Builder offers a variety of images that can be used on any website created, or users can choose to upload custom images if desired. During the setup process, users can choose to only add basic details to have the website up and running quickly, and later add custom details or additional pages when needed.
CCH Site Builder includes numerous standard pages with any website, including a Welcome Page, Firm Profile Page, Client Services Page, Info Center Page, Newsletter Page, Financial Tools Page, Internet Links Page, and a Contact Information Page. Users can also add custom pages if desired. For firms that would like to boost website content but don’t have the time to produce that content, Wolters Kluwer Premium Content provides news and information that is updated to keep website visitors engaged. Tax Alerts can also be added to any website, which includes both federal and state alerts. A tax calendar provides a list of tax due dates and other upcoming events, and more than 200 calculators can be added to a website if desired. Also available is a Tax Guide that contains more than 500 pages of explanations on nearly every tax issue that may arise. Another useful resource is the Business Owner’s Toolkit, which provides firms with documents and forms including customizable letter samples, contracts, forms and policies. The Business Owner’s Toolkit can be a great addition to those starting their own firm.
The Newsletter Page offers brand new articles each month, with users able to control which newsletters they wish to display, and with the ability to add custom articles to the website if desired. The Financial Tools Page contains numerous financial calculators, with users able to choose which calculators they wish to appear on the website. CCH Site Builder includes free domain hosting with any website, with 5 email addresses included as well, and the option to purchase additional email addresses if desired.
CCH Site Builder offers connection with a variety of social media options, which can be connected to during the setup process, including Facebook, LinkedIn, YouTube, and Twitter. The application also offers search engine optimization (SEO), which is included in the cost of the application. Integration with Google Analytics allows users to view website performance and keep track of visitors.
In addition to social media integration, CCH Site Builder also integrates with third party applications such as PayPal, which allows clients to easily pay for services directly from the website. Integration with other Wolters Kluwer applications such as the CCH FileShare module allows users to share files securely with clients, partners, and associates. File sharing options are also available through the CCH Axcess Portal, which includes easy file storage and management on the portal.
CCH Site Builder offers customer support during extended business hours, with users able to contact support using the toll-free number provided. Support is accessible via email as well. There are also a variety of tools and resources available for new users including the website wizard, product demos, webinars, and product training options.
A free, 30-day trial is available for users to try out the application prior to purchasing, and interested parties can request a quote from Wolters Kluwer.