Your Website Should Run More of Your Tax Office

We build and manage tax websites that connect your appointments, client portal, document collection, payments, reviews, and Conecta CRM.

Book a Website Review

Most Tax Websites Are Just Online Business Cards

Your client finds your website, but then they still have to call, text, email documents, ask for links, or wait for someone from your office.

We connect your website to the actual work happening inside your tax business.

  1. Find You
  2. Book
  3. Upload
  4. Pay
  5. Get Updates
  6. Leave a Review

We Handle the Website for You

You shouldn't have to call three different companies every time something changes.

Website Updates

Services, pricing, team members, hours, and seasonal updates.

Domain & Hosting

DNS, hosting, SSL, and renewals. We handle the setup and upkeep.

Business Email

Google Workspace or Microsoft 365 setup and management.

Booking

Connect appointment scheduling directly to your website.

Client Portal

Give clients one place for documents and communication.

Document Drop-Off

Securely collect client files online.

Payments

Connect payment links and checkout.

English + Spanish

Bilingual pages for the clients your office actually serves.

Tax School Pages

Classes, pricing, enrollment, and payment links.

Forms & Automations

Send new leads and form submissions directly into Conecta.

Already Have a Website? Keep It.

You may not need a rebuild.

We can work with your existing WordPress, GoDaddy, Wix, Squarespace, or other website and improve what you already have.

We can:

  • Update pages
  • Fix outdated links
  • Add Spanish pages
  • Connect booking
  • Add the client portal
  • Add document drop-off
  • Connect payments
  • Update tax school pages
  • Keep the site maintained
Let Us Review Your Current Website

Want the Website Connected to the Rest of Your Office?

Add Conecta and the information coming through your website doesn't stop at a form submission.

New leads, appointments, messages, documents, and client activity can flow directly into the CRM.

  1. Website
  2. New Lead / Client
  3. Conecta CRM
  4. SMS + Email + WhatsApp
  5. Tasks + Automations
  6. Documents + Payments + Reviews

Website Services Starting at $599

The price depends on whether we're building a new website or improving what you already have, and what needs to be connected.

Website pricing covers setup and service. Domains, hosting, website builders, business email, Conecta, and other tools are priced separately.

Included with every project

  • Mobile-friendly setup
  • Domain connection
  • Basic SEO setup
  • Booking or lead capture
  • Analytics
  • Training

Add Conecta for CRM, communications, client portal, documents, e-signatures, payments, automations, and more.

Not Sure What Your Website Needs?

Send us your current website. We'll look at what's working, what's outdated, and what we would connect or improve.

Website Review

Leave your contact details to request a website review. We'll follow up for your website address and what you'd like help with. Don't have a website yet? We can talk about a new one.

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Frequently Asked Questions

Do I need a new website?
You may not. We can work with your existing WordPress, GoDaddy, Wix, Squarespace, or other website. We review it first and explain what needs to be updated or connected.
What does the $599 starting price include?
Every project includes mobile-friendly setup, domain connection, basic SEO setup, booking or lead capture, analytics, and training. Your quote depends on the work and connections you need.
Is Conecta CRM included in the website price?
Conecta is a separate add-on for CRM, SMS, email, WhatsApp, client portal, documents, e-signatures, payments, and automations. We review which connections your office needs.
How long does the work take?
Simple sites and updates can move quickly. We review what you already have, determine what needs to be built or connected, and handle the technical work. We agree on timing after the review; smaller updates can be much faster than a new build.
Can you keep my current domain?
Yes. We can connect your current domain and manage its setup and renewals.
Can you add Spanish pages?
Yes. We can add English and Spanish pages for your services, booking, and tax school.
Can you manage our business email too?
Yes. We can set up and manage Google Workspace or Microsoft 365 for your team.
Will you show my team how to use it?
Yes. Training is included so your team knows how to use the website and the tools we connect.