Ready before tax season.
Websites for St. Louis accounting and tax firms that answer the January questions, book the appointments and look as careful as you are. Built from scratch, launched before the rush.
Every tax season, the same problems.
Are you open Saturday? What do I need to bring? Where's my refund? The front desk answers them all day.
Voicemails, call-backs and two clients booked for the same hour, right when you have the least time.
People hand you their finances. A dated, broken website doesn't say careful with details.
A website that works through tax season.
- Tax season hours and banners that change when the season does.
- What-to-bring checklists for individual and business returns.
- Online booking by preparer, with email and text reminders and easy rescheduling.
- A client portal button straight to SmartVault, ShareFile, TaxDome or whatever you use now.
- Online invoices and payments, so you're paid while the work is fresh.
- Refund status links for federal and Missouri returns.
- Your team, credentials and reviews, plus a Google Business Profile that's complete.
- Fast on phones and written to be found when locals search.
Your clients' documents stay in your portal.
Uploads and tax documents never pass through anything we build or host. Your site points clients to the portal you already trust, so there's no new place their data lives.
Affiliated with a broker-dealer? We keep your required disclosures and BrokerCheck links intact and send pages to your compliance reviewers before anything goes live.
Start now. Launch before January.
We talk first, then you get a written scope, a fixed price and a projected launch date.
- 01
Brief
A call about your business, your customers and what the project has to do. You get a written scope and a fixed quote.
- 02
Design proof
You see the design before anything is built, and we revise it until it's right.
- 03
Build and check
We build it, then proof every page on phones and desktops: speed, forms, links, copy and the fine print.
- 04
Launch and care
We handle hosting and launch, show your team how to make updates, and stay on call after.
Questions firms ask
How long does a website for an accounting firm take?
It depends on the size of the site and what it needs to do. After a first conversation you get a written scope, a fixed price and a projected launch date. Starting in the fall gives the new site all of tax season to work.
Can our website work with the client portal we already use?
Yes. We add a clear client portal button that goes straight to the portal you use now, like SmartVault, ShareFile or TaxDome, so clients find it without calling.
Do you handle our clients' tax documents?
No. Uploads and documents stay in your own portal. Nothing we build or host ever receives your clients' documents.
We're affiliated with a broker-dealer. Can you work with our compliance department?
Yes. We keep your required disclosures and BrokerCheck links intact, and we can send pages to your compliance reviewers for approval before anything goes live.
Can clients book with a specific preparer?
Yes. Online booking can show each preparer's open times, send email and text reminders, and handle rescheduling, so fewer appointments fall through.
Do we own the website?
Yes. Once the project is paid in full, the site, the content and every account we set up are yours.
Tell us about your firm.
Your message is on its way to us. We reply the same day in most cases.