Industry
An accounting website that tells clients what to bring and where to send it safely
People look for an accountant at two moments: when a deadline is close and when their books have become a problem. We build websites for accountants, bookkeepers and tax preparers that serve both, with a tax-season page that lists what to gather and when, service pages for bookkeeping, payroll and business returns, and a plain line pointing clients to your secure portal instead of the contact form. We do not give tax or accounting advice, and the site does not either.
- Busy season
- A tax page with dated deadlines
- Documents
- Through your secure portal only
- Credentials
- Stated as you hold them
- Based in
- Cedar Grove, NJ
Tax season
A tax page people can use in February and in April
The most-visited page on an accounting site is the one that answers "what do I bring?" and "when is it due?" We build one page for it, kept current each year: the document checklist for individuals, another for self-employed clients and small businesses, and a short list of the deadlines the IRS and the state publish.
Deadlines are dated entries you or we update each season, taken from the IRS and the New Jersey Division of Taxation, so the page never shows last year's date. A line at the top says the date your firm stops taking new returns before the deadline, if you have one.
A short form lets a returning client confirm they are coming back this year and an email reminder goes out ahead of the deadline.
Services
A page for each service, with who it is for
A page that says "accounting and tax services" does not match what people type. They type bookkeeping for a restaurant, payroll for ten employees or an S corporation return.
Bookkeeping and monthly accounting
Who it fits, what you do each month, what software you work in and what you need from the client. A restaurant owner and an online seller have different needs, and the page can say so.
Payroll and sales tax
The services you run, the schedules you handle and what the client still does themselves. Do not promise filings you are not engaged to make.
Business and personal returns
Separate pages for individual returns, self-employed clients, partnerships and corporations. Each lists the documents needed and how long you usually need after receiving them.
Fees stated as a range
A "returns start at" figure or a monthly range for bookkeeping, only if you are comfortable sticking to it. If your engagement letter sets the price, say that and what the first meeting covers.
Credentials
Saying what you are, accurately
Titles carry weight in this trade, so the site states them exactly. New Jersey's Accountancy Act limits who may use the CPA title, and it sets registration rules for firms. We do not interpret it. The firm settles the wording of the tagline and of the title next to anyone's name against the Act and the rules of the New Jersey State Board of Accountancy, and we publish what you confirm.
The IRS says anyone who prepares or helps prepare federal returns for pay needs a valid PTIN for the year (IRS PTIN requirements). We know of no rule that requires it on a website. If you list credentials such as an enrolled agent designation, they go on the bio page for the person who holds them.
Avoid promises about refunds. A refund of a certain size, or by a certain date, is a result no preparer controls.
Search
Getting an accounting firm found on Google and Google Maps
Accounting searches peak around the filing deadlines and are strongly local. A client wants someone they can meet or at least call.
The Business Profile before the season
Update hours for the busy weeks and the week of the deadline, add the real services and the appointment link, and make sure the address and phone match the site. Do it in January, not in April.
Pages for the clients you want
If you serve restaurants, contractors or medical practices, a page for each says what you do for that kind of business. A page for an industry you do not serve is worse than none.
Reviews from clients who agree
Ask after the return is filed or the books are caught up. Client confidentiality means you ask them to write the review themselves, and you never reply with details. Do not offer rewards that depend on a positive rating (FTC rule). Our Business Profile guide covers the setup.
Ads in January, only if you have room
Google Ads can bring new-client calls in the weeks before the deadline, but only worth it if you have capacity to take them. We scope the budget around the weeks you can staff.
Tools
Tools and how much they fit an accounting firm
The fit is low, and we would rather say so. These demos use sample data from other trades.
Tracking inquiries and returning clients
The customer sales board follows a new inquiry to a booked consultation to an engaged client, with reminders to call back. It is for leads, not for client work.
Overflow calls in tax season
When the phone rings all day in March, we can build AI phone answering to take messages and book consultations, passing anything about a client's return to staff. The demo is a restaurant walkthrough, and no live version exists for an accounting firm.
Page speed
Check the current site with the website speed test. Clients check deadlines from their phones.
Anything more is custom
An internal tracker for returns in progress is a custom software project. Most firms get more from a good site and a good portal link first.
Try it
Try the customer sales board
Move sample customers from new lead to won job, add a lead in seconds, and see who needs a call back today.
Questions
Accountant website questions
Can we call ourselves CPAs on the website?
The Accountancy Act limits who may use the title, and firms have their own registration rules. We do not interpret them. We publish the wording your firm confirms against the Act and the Board's rules.
Is a PTIN something the site needs to show?
No. The IRS requires paid preparers to hold one, and we know of no requirement to display it on a website. Show it only if you want to.
Can clients upload their documents through the contact form?
No. The form takes a name, a phone number and a short message. Documents and Social Security numbers go through your secure portal, and the site links to it.
Can the site promise a refund amount or a fast refund?
No, and we leave those lines out. A preparer cannot control what the IRS or the state pays or when. Describe your process and turnaround for finishing a return instead.
Next step
Tell us what clients ask for in February
Send your site, your services and the portal you use. We reply with a written proposal for the tax page, the service pages and the contact form.