Practice file

A website for an enrolled agent practice that competes on credentials and access

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.

  • 01234567890123456789pages in the build
  • 01234567890123456789days to launch
  • 01234567890123456789revisions a month
  • $012345678901234567890123456789012345678901234567890123456789build fee, after launch

What usually goes wrong for Enrolled agents

EntryWhat it costs the practice

  • 01

    Most visitors do not know what an enrolled agent is or how it differs from a CPA, and the site never explains it.

  • 02

    A solo or two-person practice looks unfinished next to a large firm's site, even though the actual service is comparable or better.

  • 03

    IRS representation work, one of the strongest differentiators an EA has, is buried instead of given its own page.

  • 04

    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

The pages your site will carry

Every one is a real page with its own copy, not a section on a single scrolling home page.

  1. 01Home
  2. 02About the practice
  3. 03Tax preparation
  4. 04IRS representation
  5. 05Tax resolution
  6. 06FAQ on what an enrolled agent does
  7. 07Contact
  8. 08Client intake form

The niche tool

Client intake form

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
Two people working through tax forms with a calculator at a wooden desk
Photo: Mikhail Nilov / Pexels

The AI Engine and the Content Engine for enrolled agents

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.

What accounting practices tell us

  • 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.

    Zachary OglethorpeAccounts administrator, Hospitality bookkeeping serviceLexington, KY · Single Entry

    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.

    Sidney SilvertonFront office lead, Farm accounts and bookkeeping practiceTacoma, WA · Single Entry

    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.

    Chloe BeckettPractice manager, Cloud bookkeeping and advisory firmFrederick, MD · Single Entry

    Reference content and service presentation for bookkeeping onboarding

Three ways to run it

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

Single Entry

The website, fully managed

$012345678901234567890123456789012345678901234567890123456789/ month

live in 7 days

Compare plans

Tier 2

Double Entry

Everything, plus the AI Engine

$012345678901234567890123456789012345678901234567890123456789/ month + usage

live in 10 days

Compare plans

Queries08 answers

Questions from Enrolled agents

Can the site explain what an enrolled agent is?

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.

Does IRS representation get its own page?

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.

Will a one-person practice look credible?

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.

Can we add a second practitioner later?

Yes, adding a team member and their bio is a standard revision, and the site scales with the practice rather than needing a rebuild.

Can the AI receptionist tell a representation enquiry from a tax preparation enquiry?

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.

Is a solo practice a good fit for the entry plan?

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.

How long until an EA practice site is live?

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.

Can the site explain representation without promising outcomes?

Yes. We describe the process and what the practice handles, factually, and avoid any wording that reads as a guaranteed result.

Closing entry

See it built for Enrolled agents

A live walk-through, on your screen, of the site you would get. About 30 minutes.