New prospect
“Start a new request”
- Choose tax, planning, accounting or advisory
- Answer only the questions that change the route
- Book directly, or go to review first
The CPA Site Solutions alternative that runs your front door.
Looking for a CPA Site Solutions alternative? CPA Site Solutions sells websites for accountants. The Quiet Protocol builds accounting firms a complete client system: a custom website, client intake portal, branded booking and automated reminders, from $197 a month for one user. Pricing grows with the number of user accounts your firm needs.
One buys you a place online. The other takes the front door off your desk, so the people billing $200 to $400 an hour stop doing $20 an hour work.
The live system is open to anyone. No sales call required.
A website$166.50/moCPA Site Solutions, Diamond plan
A client system, website includedFrom$197/mo1 user. Priced by team size, up to $497 for 10 users.The Quiet Protocol
- 5 to 10 hrs
- of admin back every week
- Up to 95%
- fewer no-shows
- Client intake portal
- Branded booking
- Automated reminders
- Unified inbox
- Unlimited e-signing
- Invoices and payments
- Follow-up and reviews
- Custom website
What your monthly spend actually buys.
Forget feature counts. Follow one real prospect from first click to signed engagement and ask what happens at each step. Here is the answer for a $166.50 website and for a system from $197 for one user.
The momentA website CPA Site Solutions Diamond, $166.50/moA client system The Quiet Protocol, from $197/mo for 1 user
A new prospect reaches out
Website: A contact form: name, email, phone, best time to call, comments. It lands in an inbox and someone has to read it.
System: An intake portal asks what they need (tax, planning, accounting or advisory) and routes them to the right next step.
An existing client needs you
Website: A portal login for files. Everything else goes through the same contact form as a stranger.
System: Their own door. They book with their team, send a request or reach secure access, and never enter your sales pipeline.
A banker or attorney refers someone
Website: No referral path on their own demonstration firm's site. Introductions arrive as one more form fill or phone call.
System: A referral door with a private introduction or a forwardable link. The source stays on the record.
They want to book
Website: Buy OfficeMojo separately, or pay for a scheduling link and set it up yourself.
System: Branded calendars are built in, for every service, person and team, shown only to the visitors who should see them.
Appointment day
Website: Reminders only if you also pay for OfficeMojo.
System: Automated confirmations and reminders. Up to 95% fewer no-shows.
The accountant walks into the meeting
Website: Starts cold. Who are you, and what do you need?
System: Opens a prepared record: the service, their answers, who referred them and every message so far.
Messages pile up
Website: Email in one place, voicemail in another, texts on someone's phone.
System: One unified inbox for email, texts and calls, filed on each contact.
The engagement letter
Website: Not something a website does.
System: Proposals and unlimited e-signing on the same record.
Getting paid
Website: A separate card-processing sign-up bolted onto the site.
System: Invoices and payment links sent from the client's record.
After the work
Website: A monthly newsletter of pre-written articles.
System: Automated follow-up and review requests, timed to the work you just finished.
How your week feels
Website: You are still the front desk.
System: 5 to 10 hours of admin back, every week.
How you look to a $5M business client
Website: A design chosen from their library, restyled with your colors, fonts and one custom page, filled with content written for every firm that subscribes.
System: A custom site in your firm's voice, fast, and built to be found by search engines and AI answers.
CPA Site Solutions details come from their own pricing page, help center and demonstration firm website, checked September 22, 2026. Results vary by firm, client base, services and reminder setup.
148 features. Count the ones that win you a client.
CPA Site Solutions sells Diamond on a 148-line feature list. Read it and you find what any modern website does on day one, listed as if it were a reason to buy.
Menus, pictures, a privacy page and a security certificate are the minimum. We don't list them as features. We just build them properly.
None of the 148 is guided intake. None is a referral path. Booking and reminders cost extra, through OfficeMojo.
- 15.Add Your Own Pictures
- 28.Drop-Down Menus
- 29.Change Order of Menu Items
- 31.Mobile Version of Site
- 53.Custom 404 Page
- 67.Privacy Policy Page
- 70.SSL (HTTPS) Certificate
- 132.Unique Page Titles
The subscription is the cheap part. Your time is the expensive part.
A $166.50 website looks inexpensive until you count who answers its contact form. In most firms it is the owner or a partner: reading inquiries, chasing times, repeating the same first questions and reminding people to show up.
- Front-door admin per weekThe low end of our field guide estimate
- 5 hours
- Hourly value of the person doing itThe low end of a partner's rate
- $200
- Weekly cost of that time5 × $200
- $1,000
- Monthly cost of that time$1,000 × 52 ÷ 12
- $4,333
- Admin time a contact form takes back
- $0
The owner stops being the front door
Intake, routing and booking run without you. You step in when a conversation is worth your judgment.
Expensive people stop doing cheap work
Your $200 to $400 an hour talent stops sorting inquiries, trading emails about times and chasing no-shows.
The firm works one way, every time
Every inquiry follows the same structured path, so nothing depends on who happened to answer the phone.
Business clients see a serious firm
A $5M company expects a professional first step. An intake portal and a branded booking page say established firm before anyone picks up the phone.
For a solo practitioner, $30.50 more a month than Diamond buys the system that gives that time back. That is the whole argument.
Don't take our word for it. Walk through it.
We keep a working CPA client intake and booking system open to anyone. Enter as a new prospect, an existing client or a professional referral and watch the route change. Use an email you can open: the confirmations and reminders arrive in your own inbox.
Existing client
“I'm already a client”
- Skip the prospect pipeline entirely
- Book with the team, send a request or reach secure access
- No new-lead form for someone you already serve
Professional referral
“Make an introduction”
- A banker, attorney or advisor refers someone
- Private introduction or a forwardable link
- The referral source travels with the contact
A calendar link is not a booking system.
A scheduling link shows open times to anyone who clicks. Ours decides who should see which calendar, collects what the accountant needs first and handles every confirmation and reminder after. Booking is the result of intake, so the right person meets the right prospect, prepared.
- 1IntakeThe visitor says who they are and what they need.
- 2RoutingYour rules sort prospect, client, referral and service line.
- 3Right calendarOnly the calendar that fits the route is offered.
- 4BookingA time is chosen, or the request waits for review.
- 5ConfirmationBranded, with what they booked and how to prepare.
- 6RemindersTimed before the meeting. Up to 95% fewer no-shows.
- 7Prepared meetingThe accountant starts with judgment instead of data collection.
Routing, the way an accounting firm actually works
- Tax-only inquiry
- Tax consultation calendar
- CAS or advisory prospect
- Advisory path with a longer first conversation
- Existing client
- Their account manager's calendar
- Professional referral
- Referral path that records the source
- Payroll inquiry
- The payroll service path
- Urgent notice or deadline
- Human review before any calendar is shown
You decide every rule. Most firms start with three or four routes and add more as they grow.
Dana WhitfieldNew prospect · S-corp · Advisory
- Intake
- Owns a two-location dental practice. Asked about quarterly advisory and an entity review.
- Route
- Advisory path. Referred by an estate attorney.
- Booked
- Advisory consultation, 45 minutes, with the advisory partner
- Sent
- Confirmation with preparation notes. Reminder set for the day before.
- Next
- Stage: consultation booked. Owner: advisory partner.
Everything in the system, and why it matters
Grouped by what it does for the firm. Every plan includes all of it.
Look like the firm business clients want
A custom-designed website in your firm's voice, built on TanStack Start and React. Fast pages, structured data and clean markup that search engines and AI answer engines can read.
- Custom-designed website
- Your services, positioning and proof
- Built for search and AI answers
Take the front door off the owner's desk
Every visitor picks a door and answers only what changes their route. You set the rules once.
- Client intake portal
- New prospect, existing client and referral paths
- Service-based routing
Fill the calendar with the right meetings
Calendars for every service, person and team, shown only where they belong, with confirmations and reminders handled for you.
- Branded booking calendars
- Automated confirmations and reminders
- Up to 95% fewer no-shows
Know everything before the meeting
One record per contact holds the intake, the route, the booking and every message.
- Contact records and pipeline
- Unified inbox for email, text and calls
- Desktop and mobile app access
Sign, bill and follow up without extra tools
The engagement letter, the invoice and the thank-you all go out from the same place.
- Unlimited e-signing
- Proposals and documents
- Invoices and payment links
- Standard automations and follow-up
- Review requests and Google Business Profile connection
Priced by the number of users. Website included.
Diamond costs $166.50 a month for a website. Our system starts at $197 for one user, a solo practitioner. Your price depends on how many user accounts your firm needs, and every plan includes the website and everything above.
Usage is billed separately, based on what your firm actually uses: phone calls, SMS and MMS, email sending, A2P 10DLC registration, carrier fees and payment processing.
| User accounts | Per month |
|---|---|
| 1 user | From $197 |
| 2 to 3 users | $297 |
| 4 to 6 users | $397 |
| 7 to 10 users | $497 |
Pick the plan that matches the number of people who need a login. Every plan includes the custom website and the full system.
Book a callSwitching from CPA Site Solutions
Most of the work in a switch is housekeeping, and we do it with you in order. We test everything before cutover and pick the window together.
Secure what you own
- Confirm who holds the domain registration and record every DNS setting.
- If they host your email, move MX, SPF, DKIM and DMARC deliberately so mail keeps flowing.
Keep your search history
- Crawl every live URL and map each one to its new page with permanent redirects.
- Capture Search Console and Analytics baselines, and update your Google Business Profile links.
Move your clients over
- Point existing clients to their new door before cutover.
- Replace old portal, calendar and payment links everywhere they appear.
Launch and watch
- Test every form, booking path and notification end to end.
- Watch the first weeks closely and tune the routes with you.
Straight answers for firm owners.
What is the best alternative to CPA Site Solutions?
For a firm that wants more than a website, The Quiet Protocol. CPA Site Solutions sells accounting websites. We build a complete client system: a custom-designed website, a client intake portal for new prospects, existing clients and referrals, branded booking with automated reminders, a unified inbox, unlimited e-signing, invoices and follow-up. It starts at $197 a month for one user, with the website included, and the price scales with the number of users.
Is CPA Site Solutions worth it in 2026?
If you want a website with a client portal, pre-written content and marketing tools, it does that. For a growing firm we think it is a poor use of $166.50 a month, because a website alone leaves the owner running the front door. For a solo practitioner, $30.50 more buys a client system that takes intake, booking, reminders and follow-up off your desk and saves 5 to 10 hours of admin a week. Results vary by firm, client base, services and reminder setup.
Does CPA Site Solutions offer a client intake system?
Not in the sense firms need. Their own demonstration firm site uses a general contact form asking for a name, email, phone, best time to call and comments, and online booking requires OfficeMojo, a separate product. We found no path in their published plans that separates new prospects, existing clients and referrals. A client intake system asks what the visitor needs and routes each one to the right next step.
Does The Quiet Protocol include a website?
Yes. Every plan includes a custom-designed website for your firm, built on TanStack Start and React. It is designed around your services and positioning rather than restyled from a template library, and it is built to be found by search engines and AI answer engines.
How much does The Quiet Protocol cost?
Pricing depends on how many user accounts your firm needs. From $197 a month for one user, $297 for 2 to 3 users, $397 for 4 to 6 users and $497 for 7 to 10 users. The custom website, intake portal, booking, reminders, inbox, e-signing, invoices and automations are included. Phone, text, email, A2P registration, carrier and payment-processing usage is billed separately.
How much time will the system save my firm?
Firms save 5 to 10 hours of front-office admin every week. That is the weekly time our Front Door Problem field guide estimates a typical accounting firm spends on vague inquiries, existing-client routing, scheduling and follow-up, and it is the time the system is built to take back. Results vary by firm, client base, services and reminder setup.
How much can it reduce no-shows?
By up to 95%, with automated confirmations and reminders sent from the same record as the booking. That figure is the upper end of the range, not a typical result. Results vary by firm, client base, services and reminder setup.
Do I still need Calendly or another scheduling tool?
No. Branded booking calendars are built into the system, for every service, person and team, and intake decides which one each visitor sees. Every booking lands on the same record as the intake answers and conversation.
Is e-signing included?
Yes. Unlimited e-signing is included in every plan, together with proposals, documents, invoices and payment links. Your firm still owns the content of its engagement letters.
What costs extra?
Usage. Phone calls, SMS and MMS, email sending, A2P 10DLC registration, carrier fees and payment-processing fees are billed separately based on what your firm uses. You see exactly what you used.
How hard is it to switch from CPA Site Solutions?
We handle it with you: domain and DNS, email records, redirects for every old URL, Search Console and Analytics baselines, Google Business Profile links, and new links for your clients' portal, booking and payments. Everything is tested before cutover.
Does it replace my practice-management or tax software?
No. Keep the tools you run the work in. We handle everything a client touches before and around the engagement: the website, intake, routing, booking, reminders, messages, signatures, invoices and follow-up.
Is The Quiet Protocol affiliated with CPA Site Solutions?
No. CPA Site Solutions and OfficeMojo are trademarks of their respective owner. The Quiet Protocol is independent, and competitor details on this page come from their public materials.
Stop paying for a website. Start running a system.
If you only want your firm's name online, any website provider will do. If you want the front door handled, walk through the live system, then book a Client Intake Review and we will map your services, routes and calendars with you.
CPA Site Solutions and OfficeMojo are trademarks of their respective owner. The Quiet Protocol is not affiliated with them. Competitor details reflect their public materials as checked on September 22, 2026.