What is the process to create a new sale for CCH® Site Builder?
Creating an account for CCH Site Builder starts with a test drive regardless of package desired.
For CCH Small Firms Services Site Builder
For SFS CCH Site Builder there is only one package. It is effectively the Hosted Basic package at a special price.
For CCH Site Builder
There are 4 packages available: two levels for hosted and two levels for eContent.
Hosted is essentially the eContent newsletters, tax alerts, and tools, plus the configuration and hosting of the pages served up.
eContent is the site built elsewhere and served elsewhere but using our content for newsletters, tax alerts, and tools as plugin code snippets to feed to their pages.
How to determine which package to purchase:
The Standard hosted package permits 12 main navigation items/pages and additional sub-navigation/sub-pages up to a total of 99 pages. The basic package is 8 main navigation items/pages. The content of any of the pages may be edited.
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Once a test drive has been created, click the Purchase now button and make a selection of package by clicking Order Now. The next screen will have a Complete Order button. Enter in customer’s billing information to move forward with payment.
NOTE: Often the billing or physical address for the account is different than the billing address for the credit card. The billing address for the card is what should be used on the form when making a payment online via the wizard. Double-check this before clicking to finish the payment.
Final Step: Create a webticket for Support with the account information. Include the account number (can be found on invoice screenshot below).
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For CCH Small Firms Services Site Builder
Use this URL to create the testdrive for Small Firms: https://www.sfswebsites.com/wizard/testdrive.php
To see more about CCH Small Firms Site Builder: https://www.sfswebsites.com
To see more about CCH Small Firms Site Builder: https://www.sfswebsites.com
For SFS CCH Site Builder there is only one package. It is effectively the Hosted Basic package at a special price.
For CCH Site Builder
There are 4 packages available: two levels for hosted and two levels for eContent.
Hosted is essentially the eContent newsletters, tax alerts, and tools, plus the configuration and hosting of the pages served up.
eContent is the site built elsewhere and served elsewhere but using our content for newsletters, tax alerts, and tools as plugin code snippets to feed to their pages.
- Hosted Standard (Tier II)
- Hosted Basic (Tier I)
- eContent Standard (Tier II)
- eContent Basic (Tier I)
Use this URL to create the testdrive: https://www.cchwebsites.com/wizard/testdrive.php
To see more about CCH Site Builder: https://www.cchwebsites.com
To see more about CCH Site Builder: https://www.cchwebsites.com
How to determine which package to purchase:
The Standard hosted package permits 12 main navigation items/pages and additional sub-navigation/sub-pages up to a total of 99 pages. The basic package is 8 main navigation items/pages. The content of any of the pages may be edited.
Â
Once a test drive has been created, click the Purchase now button and make a selection of package by clicking Order Now. The next screen will have a Complete Order button. Enter in customer’s billing information to move forward with payment.
NOTE: Often the billing or physical address for the account is different than the billing address for the credit card. The billing address for the card is what should be used on the form when making a payment online via the wizard. Double-check this before clicking to finish the payment.
Final Step: Create a webticket for Support with the account information. Include the account number (can be found on invoice screenshot below).
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Solution Id | 000215153/000085505 |
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Direct Link |