Websites and Automation for Tax & Accounting Firms
Filing season doesn't leave time to chase down missing documents or remind every client about a deadline — so we build the automation that does that chasing for you, running on a site that brings in the next consultation while you're buried in returns.
We reply the same day, every business day.
Chasing documents is eating the season you can't get back
Every February through April, the same thing happens: clients sit on their W-2s until you follow up, appointments get missed because nobody confirmed them, and by the time next season rolls around, some of last year's clients have quietly gone to someone else because nobody reached back out. That follow-up work is real, and it's time that should be going to returns, not reminders.
It's worse if new clients can't even find you — a site that doesn't clearly explain what you do loses that prospective client to a competitor before you ever get the chance to ask for their documents in the first place.
Built to chase the busywork so you don't have to
Document-request reminders
Clients get automatic reminders to send in what's outstanding — a nudge instead of you tracking a spreadsheet of who still owes you a 1099.
Appointment confirmations
Every booked consultation gets confirmed automatically, cutting down on no-shows during your busiest weeks.
Deadline reminders
Clients get reminded ahead of filing deadlines and extension dates, so fewer of them show up in a panic the last week of the season.
Annual return-of-client outreach
Past clients get an automatic nudge to come back next season, instead of quietly going to whoever remembers to ask first.
The site all of this runs on
Service pages that explain what you do
Separate pages for individual tax prep, business tax, bookkeeping, payroll, and IRS resolution — so the right client finds the right service.
Consultation request form
A simple way to request a consultation that lands directly in your inbox, ready for your automation to confirm and follow up on.
Portal link, not a shadow system
A clear, prominent link into your existing secure client portal — we don't build a second place for documents to live, we just make the one you already use easy to find.
What changes for the firm
- Fewer stalled returns, because document reminders chase the paperwork instead of you doing it manually.
- Fewer no-shows during your busiest weeks, from automatic appointment confirmations.
- More returning clients each season, from outreach that goes out automatically instead of depending on memory.
- More new-client consultation requests from people who found you — and could tell what you do — before they found a competitor.
Questions about accounting firm websites & automation
Do you send reminders for missing tax documents?
Yes — clients get an automatic nudge listing what's still outstanding, pointing them back to your existing portal to upload it.
Can the site confirm appointments automatically?
Yes — every booked consultation gets an automatic confirmation, cutting down on no-shows during filing season.
Do financial documents go through the website or the automation?
No. The website and automation exist to keep clients moving — found in search, reminded to book, reminded to send documents, reminded of deadlines.
- Financial documents stay in your existing secure client portal — we link and hand off to it cleanly, we don't replace it, and we don't store or transmit documents through the site or our systems.
- Document-request reminders point clients back to your portal; they don't collect files themselves.
You keep your secure system of record, and the website and automation do the job of getting clients there.
Do you build for solo preparers, or just larger firms?
Both. A solo CPA or EA and a multi-partner firm need the same core things — clear services, deadline and document reminders, and an easy way to request a consultation — just at different scope and price points.
How much does this cost for an accounting firm?
It depends on scope — a solo preparer with a couple of automations costs less than a multi-partner firm running the full set. Start discovery and we'll scope it and give you phased pricing in writing.
Ready to stop chasing documents by hand?
Tell us about your firm and we'll scope a written roadmap — website and automation — before any build begins.
We reply the same day, every business day.
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