Service tiers with transparent “starting at” pricing. Intake forms that collect prior-year complications and business-entity data before the discovery call. Secure-portal links to the TaxDome, Canopy, or SmartVault account you already use. Designed, written, and built by our team while you get through busy season.
1040 / 1040 + Schedule C / S-Corp / Partnership / Bookkeeping monthly retainer / Advisory / Tax-resolution. Each with what's included, who it's for, and starting price — so prospects self-qualify before the discovery call.
Engagement type, prior-year complications, foreign accounts, dependents, business entity, expected refund/owe — collected before you ever pick up the phone. Fewer back-and-forth emails during peak season.
Link out to your existing TaxDome / Canopy / SmartVault / Karbon / DocuSign client portal from every CTA. We're the marketing site, not the practice-management software — keep what's working, replace what's ugly.
Year-round vs. seasonal, average response time, who actually handles the return (you / staff / outsourced), what triggers an upsell, what's included in the base fee. The page that prevents the ‘why am I being billed for this email?’ client conversation.
Most firms land on Growth: service-tier pages, SEO-structured copy, and intake wired to your portal. Multi-partner firms and practices that want a tax-season blog and per-service landing pages step up to Signature.
On a tighter budget? Ready-made templates start at $50 in the template shop. Want to see where your current site stands first? Get a free site audit. Compare all four tiers, or read What does a website cost?
Website Care is hosting, SEO, and updates in one plan, from the team that built your site.
Hosting, SEO, and updates — all included, all handled. One plan with everything in it. No tiers, no add-ons.
Add Website CareYes. We build your marketing + intake site and link it to your existing practice-management portal. We don't replace Karbon / TaxDome / Canopy — their workflow, client-portal, and e-signature features are what you pay them for. The website lives in front; the secure portal lives behind.
Not directly — and you shouldn't want them to. Tax docs (W-2s, 1099s, bank statements) belong in a secure portal with encryption-at-rest and audit logs, which TaxDome / Canopy / SmartVault / ShareFile already provide. We link every upload CTA to your portal instead of collecting tax docs through a generic web form.
We write copy that avoids the patterns state boards commonly flag — no 'guaranteed refund', no unsubstantiated 'best CPA in town' superlatives. You (or your compliance contact) review and approve every page before launch.
Yes. We design service tiers around 'starting at' pricing or ranges for engagements where complexity varies (1040 + state, S-Corp + payroll, bookkeeping + tax), so prospects pre-qualify on budget without you committing to a flat fee.
On Website Care, we do. One plan ($500/mo) covers hosting, security, backups, content edits, and weekly SEO — new optimized pages or posts every week, useful for seasonal topics like estimated-payment deadlines and S-Corp elections.
Tell us about your firm and we'll come back with a plan, a timeline, and a fixed quote. Custom builds start at $1,000, and Website Care is $500/mo.
