Websites · CRMs for Tax Pros

Websites & CRMs for Tax Pros

After working with 30,000+ tax offices on training and growth, I know what turns web visitors into paying clients.

Website, emails, texts & forms in English and Spanish at no extra cost.

A taxpayer’s journey starts online. They Google “tax prep near me,” skim two or three sites, and book the preparer who feels credible, modern, and easy.

If your site loads slowly, looks dated, or worse—doesn’t exist, then you're invisible. Our job is to fix that so every click has a clear path to your calendar.

Fill out the form below to schedule a quick 15-minute chat and see if we’re the right fit for each other.

“Nothing is certain in life except death and taxes.”— Benjamin Franklin

Book a 15-Minute Fit Call

Share where you are today and we’ll map out the fastest path to a tax website that books qualified appointments.

Our websites are built specifically for tax pros. They're clean, fast, mobile-friendly, and ready to help you get more leads and convert more visitors into appointments.

🧠 SEO‑ready code that captures local search traffic.

We use SEO best practices and local keyword targeting so your site shows up when people search for tax help in your area. It's like putting your office on the digital map.

🤝 Professional, tax‑specific design that signals trust.

We tailor every build to look like it was made just for your business. Clean, credible design helps turn browsers into buyers.

📅 Embedded booking + secure intake forms (no phone tag).

Clients can schedule appointments, fill out intake forms, and upload documents without a single back-and-forth email or call.

💸 Payment links and portals that keep revenue flowing.

Get paid faster with embedded payment links, client portals, and automated follow-ups—no more chasing down invoices.

🔑 Full ownership, no template lock‑in or surprise fees.

Your site is 100% yours. No bloated platforms, no proprietary limitations. You can take it anywhere, anytime.

🛠️ Works 24/7 like a full‑time employee: showcases services, answers FAQs, and routes visitors to you.

It doesn't sleep. It sells, supports, and builds trust while you focus on growing your business.

A tax‑prep website gives site visitors a 24/7 window into your tax business. It highlights your credentials, services, location, and reviews while you focus on growing your business. Our designers bring years of hands‑on experience crafting custom sites for preparers, EAs, and CPAs nationwide.

Daily Workflows That Run on Autopilot

Every site launches with the tools your office needs to greet clients, collect documents, and get paid faster.

Client & Lead CRM

Pipeline tracking, notes, and assignments so your team stays on top of every return.

Email & SMS Follow-Up

Automated reminders, confirmations, and ready-to-send campaigns in English and Spanish.

Online Scheduling

Embedded booking flows that eliminate phone tag and keep your calendar full.

Secure Client Portal

Document requests, e-signature, payments, and Google review automation.

Professional, Tax-Specific Design

We tailor every build to look like it was made just for your business. Clean, credible design helps turn browsers into buyers.

Payment Links & Portals

Get paid faster with embedded payment links, client portals, and automated follow-ups—no more chasing invoices.

Full Ownership

Your site is 100% yours. No bloated platforms or template lock-in. Take it anywhere, anytime.

Works 24/7

It doesn’t sleep. It sells, supports, and routes visitors to you while you focus on growing your business.

Launch Timeline — Live in as Fast as Two Weeks

Built on a proven playbook used with 30,000+ tax offices. No surprises, no tech overwhelm.

🔍 Discovery Call

20 min to map goals and tools.

🧩 Blueprint

Proposed layout & quote within 48 hours.

🔧 Build & Review

First draft live in one week.

🚀 Launch & Train

Go live + hands-on walkthrough in two weeks.

🔁 30-Day Optimization

Tweaks, SEO polish, and analytics check-in.

Plans Built Around Your Tax Office

Pick the starting point that matches where you are now. Upgrade or layer services anytime with no rebuild required.

Website Design — Static Sites & CRM Integration

Static sites start at $599. Clean, bilingual-ready landing experience with the essentials dialed in.

Already have a CRM?

We configure secure forms, routing, and automations to talk to your stack—price scales with the CRM and feature scope.

Need a CRM recommendation?

We suggest Conecta for the tightest tax-pro workflow—full onboarding, automations, and billing in one place.

  • Conversion-focused UX. Mobile-first layouts, appointment funnels, and compliance-ready messaging so your credibility is obvious in seconds.
  • Scheduling + reminders baked in. Clients self-book and get SMS/email nudges; rescheduling stays on-brand.
  • Secure client portal optional. Document exchange, e-signature, and payments can be layered in when needed.
  • Unified communications. Email, SMS, and socials stay in a single thread to kill follow-up gaps.
  • Own everything. Your domain, your content, no template lock-in—add modules later without rebuilding.

Ready to See How This Works?

Grab a time on my calendar, see live examples, and map the fastest ROI for your office. If we’re a fit, we’ll launch in weeks—not months.

Book Your Call

Frequently Asked Questions

How fast can we launch?
Most sites go live in 10 to 14 days. We move fast so you start converting seasonal demand immediately.
Can you work with my existing domain?
Yes. We will connect your current domain or register a new one and handle DNS so there is no downtime.
What if I already have a site?
We can redesign, migrate, or rebuild from scratch. The goal is a faster site that actually books clients.
Do you train my team?
Absolutely. Launch includes a live walkthrough for you and your staff, plus recorded SOPs.
What is included in the CRM & portal?
Client messaging, SMS and email reminders, document uploads, invoicing, and secure client portal access—everything needed to manage returns.
Can I scale up later?
Yes. Add automations, payroll funnels, or bookkeeping pages anytime without rebuilding the base.
Will this work for bilingual offices?
Yes. All copy, forms, and automations can run in English and Spanish at no added cost.
What happens if I leave?
You own your site, content, and tooling. We will package files and guide the handoff if you ever move platforms.