Websites for tax preparers
From January to April you don't have a spare minute. Your website should post your hours, book appointments and point clients to your secure portal while you work. We build it, and you change it by sending a message.
For tax preparers, enrolled agents and small accounting firms.
Works with TaxDome, Canopy and Karbon
Your site connects to the software you already run your business on: booking links, forms and lead handoff. Use something else? We'll connect it.
- TaxDome
- Canopy
- Karbon
- SmartVault
- ShareFile
- Drake Tax
Client portals and practice management
- TaxDome
- Canopy
- Karbon
- SmartVault
- ShareFile
Tax software
- Drake Tax
- UltraTax CS
- Lacerte
- ProSeries
- TaxSlayer Pro
Booking and payments
- Calendly
- QuickBooks
- Stripe
Your client portal, one click away
A clear Client login button goes to your TaxDome, Canopy or SmartVault portal.
Booking that fits tax season
Book a time buttons open your Calendly or portal scheduler, with your seasonal hours.
No documents on the website
Clients upload tax documents in your secure portal. Your site's forms never ask for Social Security numbers.
We aren't partners with, or endorsed by, these companies. Their names belong to them. We connect your site using the booking links, embeds, forms and APIs each tool offers, and we'll tell you up front if a tool doesn't allow something.
Sound familiar?
Most tax pros are busy with the work itself. The website keeps slipping down the list.
Hours change with the season
Tax-season hours, extension reminders, summer hours. Each one is a quick message, not an evening of editing.
January leads pile up
A Book button and a simple request form let new clients reach you without a phone call, and fast lead follow‑up sends them a friendly reply.
Clients email sensitive documents
Your site points clients to your secure portal, so tax documents don't land in your inbox.
What your site does for you
Built around the way you actually win new clients.
Appointment booking
Book buttons that go straight to the scheduler you already use.
A tax-season banner
Hours, deadlines and reminders that go up and come down with one message.
Services and how you charge
What you do and how your fees work, in plain words.
A what-to-bring checklist
A page clients can print or pull up before their appointment.
A link to your secure portal
One clear button to the portal you already use for documents.
Credentials said right
Your credentials, like EA or CPA, shown the way your rules allow.
What your site comes with
Then it stays current. You send a message, and the change goes live.
- A button to book an appointment
- Seasonal hours and deadline banners
- Services and how your fees work
- A what-to-bring checklist
- A link to your secure client portal
- Hosting, security, backups and updates
- Owner: Tax-season hours start Jan 15: Monday to Saturday, 9 to 7.
- Our team: Done ✓ new hours are live, with a banner on the home page.
- Owner: Add an extension reminder banner on April 10.
- Owner: We're not taking new business clients this year.
- Owner: Add Rob, EA, to our team page.
- Our team: Done ✓ it's live.
Sensitive data stays off your website
Your clients trust you with their most private numbers. Your website stays out of the way. This isn't legal advice, and your own policies always come first.
No tax documents through web forms
The site's form asks for contact info only. Documents go through your secure portal.
Credentials worded correctly
Titles like "CPA" or "certified" appear only when they're accurate for you.
No refund promises
Your site explains what you do, without promising refund amounts or results.
Real reviews only
We never write or invent reviews. We only post real reviews you share with us.
Questions from tax pros
Can my website integrate with TaxDome or Canopy?
Yes. We connect your site to TaxDome, Canopy, Karbon and SmartVault and other tools tax pros use, through booking links, embedded widgets, forms and the tool's own API where it offers one. We aren't partners with these companies. Use something else? Tell us and we'll connect it.
Can clients upload documents on my site?
No. Your site links to the secure portal you already use, so documents stay there.
Can my site be ready before tax season?
Book a call early and tell us your deadline. We'll plan the build around it.
Can I change my hours myself?
Yes, on the Do it yourself plan. On Done for you, send the new hours in your chat.
Send us a site you love. We'll build your version first.
Tell us when your busy season starts, and we'll plan around it.