Practice file

A website that carries a tax preparation firm through the whole year, not just filing season

A tax preparation site has to work hardest in short, predictable windows, so the pages, the enquiry form and the published content are built around that rhythm instead of a generic, always-the-same homepage.

Book a demo Plans from $137 a month
  • 01234567890123456789pages in the build
  • 01234567890123456789days to launch
  • 01234567890123456789revisions a month
  • $012345678901234567890123456789012345678901234567890123456789build fee, after launch

What usually goes wrong for Tax preparation firms

EntryWhat it costs the practice

  • 01

    The homepage looks identical in July and in the weeks leading up to filing deadlines, so it never speaks to whichever moment a visitor actually arrives in.

  • 02

    There is no page distinguishing individual returns from business returns, so a small business owner cannot tell if the firm handles their situation.

  • 03

    The site has no way to communicate document checklists or what to bring, so every new client calls or emails to ask.

  • 04

    Traffic and enquiries spike hard in a short window and the site, hosting or enquiry routing was never built to hold up under that spike.

Site register08 pages

The pages your site will carry

Every one is a real page with its own copy, not a section on a single scrolling home page.

  1. 01Home
  2. 02Individual tax preparation
  3. 03Business tax preparation
  4. 04What to bring, by return type
  5. 05Extensions and amended returns
  6. 06About
  7. 07Contact
  8. 08Client intake form

The niche tool

Client intake form

Separates individual and business filers at the first question, then asks the specifics that let the firm scope the return before the first call, cutting the back-and-forth in the firm's busiest weeks.

How the intake form works

Three ways to run it

Each plan includes everything in the one before it. The $797 build fee is the same on all three, and is invoiced only after launch.

Tier 1

Single Entry

The website, fully managed

$012345678901234567890123456789012345678901234567890123456789/ month

live in 7 days

Compare plans

Tier 2

Double Entry

Everything, plus the AI Engine

$012345678901234567890123456789012345678901234567890123456789/ month + usage

live in 10 days

Compare plans

Queries04 answers

Questions from Tax preparation firms

Can the site change its message during your busiest weeks?

Yes. Weekly detail updates are included on every plan, so the homepage and enquiry copy can shift ahead of the firm's busiest filing weeks and settle back afterward, without waiting on a developer.

Do you handle both individual and business tax pages?

Yes, they are built as separate pages because the client questions differ: individual filers ask about documents and timing, business filers ask about entity type and bookkeeping handoff.

Can the site host document checklists?

Yes. A "what to bring" page, broken out by return type, is one of the highest-value pages on a tax preparation site and is included as standard.

What happens to enquiries during a traffic spike?

The site is served from Cloudflare's global edge and hosting is unmetered, so a spike in visitors around a filing window does not slow the site down or affect enquiry delivery.

Closing entry

See it built for Tax preparation

A live walk-through, on your screen, of the site you would get. About 30 minutes.