Accounting Firm Websites: Get Clients Before Tax Season


When do people look for an accountant?

Many people start looking in January, when the forms arrive, and the busiest practices are booked by February. A site found in the fall - by people planning ahead, or businesses leaving their last accountant - fills your calendar before the rush.

What should an accountant's website show?

  • Who you serve: individuals, small businesses, a particular trade or industry.
  • Services and how you price them: even a starting price builds trust.
  • How it works: documents, deadlines, how you meet, and how clients send files securely.
  • Your team, with photos - people choose an accountant they feel they can call.
  • A way to book a first conversation.

Should you send a newsletter?

A short note before each deadline - what to gather, what's changed - keeps you in clients' minds and gets forwarded to friends who need an accountant. It's the cheapest marketing an accountant can do.

Make the busy season easier

Answer the questions you're asked every week on a Questions page, and link clients to your portal for documents. Every question your site answers is a phone call you don't take in April.

Get it ready this month

Accounting sites come with services and pricing, a tax-season newsletter and a booking page ready to fill in.

See what your website is missing

Give us your website's address and we'll rebuild its home page, free, with a short report on what it's missing.