For CPAs · accountants · bookkeepers · tax pros

A firm site that pre-qualifies leads.

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 your existing TaxDome / Canopy / SmartVault. Built in 10 minutes — and you own the HTML.

Build my firm site →See example templates ↘
One-time
$30 / $100 · +$5/extra page
Integrates with
TaxDome · Canopy · SmartVault · Karbon
Owned
Export HTML. Host anywhere.
Why DesignSnipe

Built around how serious clients actually choose a CPA.

01

Service tiers built around real engagements

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.

02

Intake form that pulls the right docs first time

Engagement type, prior-year complications, foreign accounts, dependents, business entity, expected refund/owe — collected before you ever pick up the phone. Saves 2 hours per new client during peak season.

03

Secure-portal + e-signature integrations

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.

04

‘How we work’ page that builds tax-time trust

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.

What you receive

Everything a tax / accounting firm needs.

  1. 01.Service tier cards (1040 / S-Corp / Bookkeeping / Advisory / Resolution) with starting prices
  2. 02.Intake form (engagement type / prior-year complications / business entity / foreign accounts)
  3. 03.Secure-portal links (TaxDome / Canopy / SmartVault / Karbon / Citrix ShareFile)
  4. 04.'How we work' page (response times, who handles what, what's included in the base fee)
  5. 05.Founder credentials + state license + EA / CPA / CFP designations
  6. 06.Optional AI-written tax-season blog (Pro plan)
  7. 07.Real copy and structure for accountants + CPAs — drafted by AI

Frequently asked questions.

Does it integrate with TaxDome / Canopy / SmartVault / Karbon?

Yes — DesignSnipe is your marketing + intake site. It links out to your existing practice-management portal. We're not trying to replace Karbon / TaxDome / Canopy (their workflow, client-portal, and e-signature features are what you're paying them for). The website lives in front; the secure portal lives behind.

Can I collect sensitive documents through the site?

Not directly — and you shouldn't want to. Tax docs (W-2s, 1099s, bank statements) need a secure portal with encryption-at-rest and audit logs, which is what TaxDome / Canopy / SmartVault / Citrix ShareFile already provide. We link to your existing portal, never collect tax docs through a generic web form.

What about state-board advertising rules?

The AI-drafted copy avoids the language patterns most state boards flag (no ‘guaranteed refund,’ no ‘best CPA in town’ superlatives without substantiation, proper disclosure on results testimonials). Review the final copy against your specific state board guidance before publishing.

Can I show pricing without locking in a quote?

Yes. The service tier primitive supports ‘starting at $X’ for engagements where complexity varies (1040 + state, S-Corp + payroll, bookkeeping + tax). Pre-qualifies budget without committing to a flat fee. Some firms use ranges ($400–$1,200 / 1040) — also supported.

Do I need a separate blog for tax-season SEO?

The Professional plan ($100, 7 pages + free SEO blog) includes an AI-written blog scaffolded for tax-season topics (Q1 tax-prep checklist, S-Corp election deadlines, quarterly estimated payments, RMD changes, etc.). Updated annually. Ranks for the seasonal ‘tax tips’ queries that drive new-client traffic in January–April.

A firm site worth billing for.

Build it for free. Pay $30 (1 page) or $100 (7 pages + free SEO blog) once when you're ready to download. Add hosting for $10/mo to publish to your domain.

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