Accountants and bookkeepers
An accounting website that works as hard in tax season as you do
What matters
What your website should do for you
Show who you serve
Owner-managed businesses, contractors, farms, non-profits or personal tax clients each look for signs that you understand their situation.
Seasonal reminders
Filing deadlines, document checklists and office hours change through the year and need to be posted on time.
Secure handling of documents
Client files should go through your secure portal, not the website contact form.
Pages your site could have
A starting point. We plan the final pages around your content.
- Home
- Services, industries served and how to become a client
- Services
- Bookkeeping, payroll, year-end, personal and corporate tax, advisory
- Industries
- Sectors you understand, with relevant considerations
- Resources
- Deadlines, checklists and articles
- Team
- Partners and staff with designations
- Client portal and contact
- Portal link and consultation booking
Features you can add
Deadline calendar
Key dates with sources, updated each season.
Document checklists
Downloadable lists for personal and business clients.
Client portal link
A prominent link to your existing secure portal.
Consultation booking
Links to your scheduling tool for discovery calls.
Resource library Larger addition, quoted separately
Searchable articles and guides by topic.
In your own words
Changes you could ask for
Request 01
“Add a reminder for the 30 April personal tax filing deadline with a link to the CRA page, and show it on the home page from 1 March.”
Request 02
“Replace the 2025 personal tax checklist with the attached 2026 version.”
Request 03
“Add farm and agriculture to the industries page with this paragraph.”
A fictional example
Moving from an old site
Before
A bookkeeping firm's website still lists COVID-era subsidy programs and has no link to the portal clients now use.
The move
We rebuild on Replit with current services, a resources section with dated sources and a clear portal link, and redirect old article addresses.
After
An administrator posts seasonal reminders through Replit Agent; we can handle larger content updates.
What we will ask you for
- Services and industries you focus on
- Team profiles and professional designations
- Your secure portal and scheduling links
- Any articles or checklists you already use
Works with tools you already use
- Client portals such as TaxDome, Karbon, SmartVault or Canopy
- Scheduling tools such as Calendly
- Newsletter providers for client updates
Questions
Common questions
Can clients send documents through the website?
Yes. We link to your secure client portal, or build secure document upload into the site with encrypted storage and limited access.
Can you write tax articles for us?
We can structure and edit content, but tax guidance should be written or reviewed by a qualified professional at your firm.
Will deadline information stay accurate?
Each deadline links to its official source. Someone at your firm should review the calendar each season; updating it is a short request.