The AI receptionist
Answers the calls your team cannot take, books the appointment, and sends you a PDF summary of every call.
Surface
Ink
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Ink
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Practice file
An enrolled agent practice wins clients by being reachable and by making the EA credential mean something to a visitor who does not already know what it is, and the site has to do both jobs on the home page.
EntryWhat it costs the practice
Most visitors do not know what an enrolled agent is or how it differs from a CPA, and the site never explains it.
A solo or two-person practice looks unfinished next to a large firm's site, even though the actual service is comparable or better.
IRS representation work, one of the strongest differentiators an EA has, is buried instead of given its own page.
There is no clear way to book a consultation, so an interested visitor has to hunt for a phone number or send a cold email.
Site register08 pages
Every one is a real page with its own copy, not a section on a single scrolling home page.
The niche tool
Leads with a plain question about whether the visitor needs tax preparation or IRS representation, so the practice sees immediately which kind of engagement is coming in.
How the intake form works
A solo EA cannot always pick up while working a case. The AI receptionist and site chat answer questions about the practice, separate tax preparation enquiries from representation enquiries, and book a consultation, without giving tax advice.
Articles explain what an enrolled agent is, what representation typically involves and how to choose between an EA and other tax professionals, as general information. On Full Ledger, social posts and reels carry the same explanations into the feeds prospects already use.
Answers the calls your team cannot take, books the appointment, and sends you a PDF summary of every call.
Answers visitor questions on the website day or night and books a call, without giving advice.
Answer text and Facebook Messenger enquiries and book calls, with A2P 10DLC registration filed for you.
2 to 3 articles a week, 2,500 to 3,200 words, cited and written for the firm's own services.
3 articles a week, plus 3 social image posts and 2 short reels a week, on Full Ledger.
Your Google Business Profile kept updated, monitored and consistent with the site, on Full Ledger.
Honestly, the redesign was nice, but the inquiry form is what changed our day-to-day. The form gathers accounting software, business type and last reconciled month at the start, exactly the details our follow-up messages always requested. It has quietly removed the slowest step in our intake.
Inquiry form and response workflow for bookkeeping onboarding
Most of our visitors are on phones, so that is where I reviewed the new bookkeeping onboarding pages. Everything a visitor needs is up top, and the inquiry button stands out properly. Sending the link by text during a call finally works the way it should.
Mobile navigation and page layout for bookkeeping onboarding
We asked for substance over slogans on the bookkeeping onboarding page, and that is what we got. Everything published is material we reviewed ourselves, chosen because it answers a real question. It feels closer to a real conversation with our office than to a brochure.
Reference content and service presentation for bookkeeping onboarding
Each plan includes everything in the one before it. The $797 build fee is the same on all three, and is invoiced only after launch.
Tier 1
The website, fully managed
$012345678901234567890123456789012345678901234567890123456789/ month
live in 7 days
Compare plansTier 2
Everything, plus the AI Engine
$012345678901234567890123456789012345678901234567890123456789/ month + usage
live in 10 days
Compare plansTier 3
Most completeEverything, plus the Content Engine
$012345678901234567890123456789012345678901234567890123456789/ month
live in 15 days
Compare plansYou are probably weighing a page builder, WordPress, a freelancer, an agency or a GoHighLevel setup. Each has a fair, side-by-side comparison written for accounting practices, including when the other option is the better fit.
Queries08 answers
Yes. A clear, plainly written section explains the credential and what it authorizes, because a large share of visitors are comparing an EA to a CPA without knowing the difference.
Yes, representation and resolution work are built as their own pages rather than a bullet point under general services, since they are often the reason a client searches for an EA specifically.
The design carries the same weight regardless of firm size. A solo EA practice and a multi-partner CPA firm on the same plan get the same page depth, the same speed and the same polish.
Yes, adding a team member and their bio is a standard revision, and the site scales with the practice rather than needing a rebuild.
Yes. On Double Entry and Full Ledger it asks what the caller needs, books the right kind of consultation and passes the details to you. It never gives tax advice.
Often, yes. Single Entry carries the full managed site, the intake form and 2 researched articles a week. Add the AI Engine on Double Entry if calls go unanswered while you work.
7 days on Single Entry, 10 on Double Entry and 15 on Full Ledger, counted from the onboarding call. The $797 build fee is invoiced only after you approve the finished site.
Yes. We describe the process and what the practice handles, factually, and avoid any wording that reads as a guaranteed result.
Closing entry
A live walk-through, on your screen, of the site you would get. About 30 minutes.
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