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The Win-Win Solution
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Solution
By using CPA Secure as your
firms' file transfer solution,
not only does your firm gain
benefits ranging from security,
convenience, compliancy and
reliability, but so does your
client. Let's face it,
your clients stand to benefit
just as much from the security
and convenience aspects of CPA
Secure as your firm does.
Financial data records like
QuickBooks often times contain
customer credit card information
and employee social security
numbers just to mention a few
things worth protecting.
Choosing to use CPA Secure
services as your firms'
transport method demonstrates to
your clients that you take the
safety and security of their
confidential information as
seriously as they do. Your
firm is now able to offer your
clients peace of mind when
sending their records
electronically.
Many CPA Secure customers will
actually distribute the costs of
CPA Secure services to their
clients that use it. In
many cases, this is a very
nominal cost to your client.
These firms charge their clients
a "Secure Electronic Transfer"
fee of about $12.00 per year.
That's right, PER YEAR!
What a firm charges their client
for the use of this service is
strictly up to them. We
generally recommend that the
number of clients that send you
confidential information
electronically, ultimately
supplement the cost to your firm
as a minimum.
EXAMPLE 1.
Samson &
Anderson accounting firm has
50-clients that utilize CPA
Secure services through their
firms account. Samson &
Anderson are on a Annual Silver Plan
which makes
their monthly
cost-$33.33/Mo. equaling
$399.99/Year. Divide the
annual cost of $399.99 by
50-clients and each client
receives a "Secure Electronic
Transfer" line item expense on
their year-end tax charges of
$7.99.
EXAMPLE
2.
Or
consider the firm McNeal,
Siegel, & Proctor. They
are on a Annual Gold Plan paying $69.99/Mo
equaling $839.99/Year. Now
what's coming next is impressive
indeed. They have
registered more than 800-clients
to use their CPA Secure services
whether the client uses it once
a year or 50-times a year.
Remember, the Gold Plan offers
Unlimited Users. McNeal,
Siegel, & Proctor charges each
of the more than 800-Clients a
"Secure Electronic Transfer" fee
amounting to only $10.00/Year.
While that is a nominal charge
all by itself, did you see what
happened? McNeal, Siegel,
& Proctor actually netted
$7,160.01 after their expenses
for CPA Secure services.
WOW!!! That's over an 8:1 return
on investment. Way to go
McNeal, Siegel, & Proctor.
Whether
you choose to distribute the
cost of CPA Secure's file
transfer services to your
clients or not is strictly up to
you and your firm. This
page is merely intended to
demonstrate how a firm may
offset their cost of the service
or better, how they may earn
additional income while using
it. |
