The problem
Tax season inquiries arrive faster than anyone can answer
What we build
An instant reply that explains next steps, offers a booking link, and sorts new clients from existing ones.
Websites & Automations for Accounting Firms
Less April
chasing documents.
New clients look for a CPA when a deadline, a notice or a growing business forces the question. Existing clients keep you busy by sending paperwork late. We build the site that gets found for both, and the reminders that move paperwork along without your staff writing the same email forty times.
Get Started →The problems
Where accounting firms lose time and clients
The problem
Clients send documents late, in pieces, by email
What we build
Automatic checklists and nudges that name exactly what is still missing.
The problem
Every service lives on one generic page
What we build
Separate pages for tax prep, bookkeeping, payroll and business advisory, each written for its own search.
The problem
New-client onboarding is a pile of forms and emails
What we build
One intake flow that feeds TaxDome, Karbon or your practice software, so nobody retypes it.
The short answer
How can an accounting firm find new clients without relying only on referrals?
Referrals are the base, and search fills the gaps. Make sure your Google Business Profile is complete and your site has a page for each service and each type of client you want, such as small business owners, freelancers or landlords. Add a plain way to ask for a consultation. Many people only start looking in the weeks before a deadline, so a fast reply matters more in some months than others.
The website
What an accounting firm website needs
- 01
A page for each service
Tax preparation, bookkeeping, payroll, and advisory each get their own page.
- 02
Pages for the clients you want
Restaurants, contractors, real estate investors or whoever you do your best work for.
- 03
A simple consultation request
Name, entity type, what they need, and a preferred time.
- 04
A secure document upload link
Pointing to your portal, with clear instructions for clients.
- 05
Team bios with credentials
CPA and EA details, so clients know who is looking at their return.
- 06
Key deadlines in one place
A short calendar of filing dates that earns repeat visits and search traffic.
The automations
What runs on its own.
Document request reminders
Clients get a short list of what is still outstanding, by text and email, until it arrives.
Website assistant for common questions
Answers what to bring, what you charge to file and how long things take, then hands off anything personal to your team.
Consultation booking and reminders
New prospects book straight onto the calendar and get a reminder before the call.
Recurring client check-ins
Quarterly estimated tax reminders and year-end prep notes go out on schedule.
How it works
It starts with a conversation.
- 01
Consultation
We learn how your business runs and where it loses time or customers.
- 02
Diagnosis
A plain-language recommendation: what to build, what to skip, and why.
- 03
Build
Everything is custom. You review real work as it comes together.
- 04
Run & improve
We host, maintain and tune it so it keeps working after launch.
Questions
Accounting questions, answered.
Can a website replace our client portal?
No, and it shouldn’t. The site handles discovery and first contact, and links to your secure portal, whether that is TaxDome, Karbon or something else, for anything sensitive.
Is it safe to take client documents through a form?
We don’t collect tax documents or Social Security numbers through a plain web form. The site points clients to your secure portal for those.
How do we handle the January to April crush?
Automate the repetitive parts: acknowledging inquiries, requesting documents, and sending reminders. That leaves your staff for the work that needs a CPA.
Will it connect to QuickBooks?
Where it helps, yes. We can pass new client details and basic status into QuickBooks or your practice tool so nothing is entered twice.
What does it cost?
Every project is quoted after a free call, once we understand your business: a one-time build, plus optional monthly hosting and care. See how pricing works.
Let’s look at your practice.
One free call, about 30 minutes. You leave with a plan, whether or not we work together.