Accounting Firm Website

I build a site for a CPA firm, bookkeeper or tax practice serving local businesses and households: a page for bookkeeping, payroll, tax returns and advisory, a fee guide that filters out poor-fit inquiries, and an upload form that is safer than email attachments. It suits practices that want fewer back-and-forth emails during filing season.

How client documents arrive

On Business and Premium, clients send W-2s, receipts or bank statements through an upload form on the site. Files land in a private folder the public cannot browse, and you get an email with a link and the client's name. That is a better habit than attachments, though it is not a full portal with e-signatures and organizers.

Portals and software you already pay for

If your practice uses TaxDome, Canopy, Karbon or a similar portal, the Premium plan links it from a client login button rather than rebuilding it. Booking uses your Calendly or Microsoft Bookings link so new clients choose a consultation slot themselves.

• A fee guide or starting prices for each service tells a sole trader and a limited company what to expect.
• The filing deadline page lists the dates you choose, and you update them each year from the dashboard.
• Downloadable checklists, such as what to bring for a personal tax return, cut down on missing documents.

Whose words go on the site

Any tax guidance, deadline note or newsletter content is your firm's own text; I format and publish it but I do not write tax or accounting advice. Credentials such as CPA, EA, ACCA or CA are shown exactly as you hold them.