By default, all new Site Builder sites include eight standard pages which are pre-populated with content. Because this basic site structure is already set up for you, you could subscribe to Site Builder, log in to your site, and immediately publish your site without any further configuration.
If you want to modify the default website, follow the workflow below. Use the Next buttons at the bottom of each page to progress to the next page of the Wizard.
On the Firm Info page, click the link for each type of firm information you want to add to your site.
On the Info Center page, click Configure for each type of content to include on the Info Center page of your site. You can also select to purchase premium content. Offering premium content free to your clients can help you compete with larger financial services institutions.
Select any calculators to include on your site using the Financial Tools page.
On the Links page, select the hyperlinks to other sites that you want to display on your site. Links to your state's revenue and IRS Refund pages are provided by default.
Select other Web-based applications that you want to integrate with your site on the Modules page.
Add, delete, rename, or rearrange pages using the Edit Pages section. This is also the location where you can enter keywords for search engine optimization.
To add scripts to your page, enter the necessary information using the Webmaster Tools page.
Before You Publish
Once you have completed the wizard, preview your site thoroughly. If you need to make any changes, you can use the menu links at the top of the window to move to pages requiring edits. Preview buttons display at the bottom of most wizard pages.
Publishing
To make your site available to customers, click Publish on any of the Site Builder wizard pages.
Tracking Site Statistics
You can monitor the amount of traffic on your site using the Site Statistics page. You can use the default analytics tool provided by Site Builder, or, if you prefer, you can use a third-party tool like Google Analytics.
