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GetAccountingWebsite

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Plans from $137 a month, build fee after launch.

Practice types

Practice file

A website that carries a tax preparation firm through the whole year, not just filing season

A tax preparation site has to work hardest in short, predictable windows, so the pages, the enquiry form and the published content are built around that rhythm instead of a generic, always-the-same homepage.

Tax practices in New York, California, Illinois and Pennsylvania get the same core pages, with document checklists and service pages written around the returns each firm actually prepares.

Book a demo Plans from $137 a month
  • 01234567890123456789pages in the build
  • 01234567890123456789days to launch
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  • $012345678901234567890123456789012345678901234567890123456789build fee, after launch

What usually goes wrong for Tax preparation firms

EntryWhat it costs the practice

  • 01

    The homepage looks identical in July and in the weeks leading up to filing deadlines, so it never speaks to whichever moment a visitor actually arrives in.

  • 02

    There is no page distinguishing individual returns from business returns, so a small business owner cannot tell if the firm handles their situation.

  • 03

    The site has no way to communicate document checklists or what to bring, so every new client calls or emails to ask.

  • 04

    Traffic and enquiries spike hard in a short window and the site, hosting or enquiry routing was never built to hold up under that spike.

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. 02Individual tax preparation
  3. 03Business tax preparation
  4. 04What to bring, by return type
  5. 05Extensions and amended returns
  6. 06About
  7. 07Contact
  8. 08Client intake form

The niche tool

Client intake form

Separates individual and business filers at the first question, then asks the specifics that let the firm scope the return before the first call, cutting the back-and-forth in the firm's busiest weeks.

How the intake form works
Tax forms, a calculator and a calendar laid out on a desk
Photo: Leeloo The First / Pexels

The AI Engine and the Content Engine for tax preparation firms

In the firm's busiest weeks, the AI receptionist picks up the calls the front desk cannot, answers questions about services, hours and what to bring, and books appointments. It never gives tax advice and hands those questions to a preparer.

Articles explain what different return types usually involve and what to gather before an appointment, as general information rather than tax advice, and never as a statement of any deadline. On Full Ledger, social posts, reels and the Google Business Profile keep the firm visible through the quieter months.

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

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Tier 2

Double Entry

Everything, plus the AI Engine

$012345678901234567890123456789012345678901234567890123456789/ month + usage

live in 10 days

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Tier 3

Most complete

Full Ledger

Everything, plus the Content Engine

$012345678901234567890123456789012345678901234567890123456789/ month

live in 15 days

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Weighing another option first?

You 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.

See every comparison

Queries08 answers

Questions from Tax preparation firms

Can the site change its message during your busiest weeks?

Yes. Weekly detail updates are included on every plan, so the homepage and enquiry copy can shift ahead of the firm's busiest filing weeks and settle back afterward, without waiting on a developer.

Do you handle both individual and business tax pages?

Yes, they are built as separate pages because the client questions differ: individual filers ask about documents and timing, business filers ask about entity type and bookkeeping handoff.

Can the site host document checklists?

Yes. A "what to bring" page, broken out by return type, is one of the highest-value pages on a tax preparation site and is included as standard.

What happens to enquiries during a traffic spike?

The site is served from Cloudflare's global edge and hosting is unmetered, so a spike in visitors around a filing window does not slow the site down or affect enquiry delivery.

Can the AI receptionist handle overflow calls in our busiest weeks?

Yes, on Double Entry and Full Ledger. It answers when the team cannot, books appointments, and delivers call analysis as a PDF summary so you can see what was discussed. It is configured not to give tax advice.

When should we start so we launch before our busiest weeks?

Launch takes 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. Starting a few weeks ahead of your busiest period leaves room to review. We never state filing dates; your own calendar decides the timing.

Can the site publish our fee schedule?

Yes, if you want it public. Some preparers publish starting prices by return type; others prefer a quote after the intake form. We build it the way you price.

What happens to our current site and domain?

Your current site stays live until the new one is approved. We then point your existing domain at it and redirect old page addresses to their closest match, so links and bookmarks keep working.

Closing entry

See it built for Tax preparation

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

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