MYCPE ONE
#1 Website Development Platform for CPA & Accounting Firms

Websites for CPA and Accounting Firms
Go live in just 72 Hours

Stop losing clients to firms with better websites. Boost your firm’s credibility and attract more clients with a premium, AI-powered CPA website design, built, managed, and optimized entirely for you

No DIY. No Agreements. No Commitments. Cancel Anytime. CRM Included.

Websites Launched

CPA Firm-specific Features

Average Launch Time

Designs to Choose From

Client Rating

The Problem

Why Most CPA Firms Are Losing Clients Online

While you're focused on serving clients, your competitors are winning new business online. Here's what's holding your firm back:

Outdated or No Website

Solo practitioners and firms up to 25 staff. These firms often lack any structured L&D infrastructure and need a fractional expert to build their entire learning system from the ground up.

Zero Lead Generation

Referrals are drying up. Without a website optimized for lead capture and local SEO, you're invisible to the prospects actively searching for your services right now.

Lack of Credibility & Trust

A generic, DIY website undermines the professional image you've worked years to build. First impressions matter - and your website is your digital handshake with every prospect.

No Time to Manage It

You're a CPA, not a web developer. Managing hosting, security updates, content, and SEO is a full-time job. Your time is better spent serving clients - not fixing website bugs.

Simple, Predictable Pricing for Every Firm

No hidden fees, no setup costs, no surprises. Choose the plan that fits your firm and start growing online today.

$99 Website Only $149 Website + Content $199 Website + Content + Marketing $299 Website + Content + Marketing $499 Website + Content Marketing + BD CustomCustom
60 Day Free Trial✓–––––
No Commitments. Cancel Anytime✓✓✓✓✓✓
One-on-One Onboarding Call✓✓✓✓✓✓
Unique Design For Each Website - No Repetition✓✓✓✓✓✓
Secure Client Portal✓✓✓✓✓✓
Dedicated Webmaster✓✓✓✓✓✓
SSL Secured Website✓✓✓✓✓✓
Unlimited Content Updates✓✓✓✓✓✓
Fully Managed Website Hosting✓✓✓✓✓✓
We Make Changes for You✓✓✓✓✓✓
Private Website Preview URL✓✓✓✓✓✓
AI Chatbot–✓✓✓✓✓
AI + Human Chat––✓✓✓✓
Unlimited Design Updates––✓✓✓✓
Unique Blogs Per Month01222Custom
Selecting Another Web Design✓✓✓✓✓✓
AI Email Automation & Playbooks225510Custom
Follow-Up Workflows––✓✓✓Custom
Email Marketing Campaigns–––1 / month✓2 / monthCustom
Ongoing On-Page SEO Enhancements–––✓✓Custom
Reviews & Reputation Workflow––✓✓✓Custom
Social Media Publishing & Scheduling––✓1 / week✓2 / weekCustom
Monthly Social Content Calendar––✓✓✓Custom
Monthly Social Media Analytics–––✓✓Custom
Warm Lead Follow-Up––––10Custom
Email Prospecting Support––––5Custom
SMS Communication Support––––5Custom
Meeting & Appointment Scheduling––––10Custom
Sales & Marketing Ops Support––––2Custom
Monthly BD Activity Summary Report––––Yes (1/month)Custom
LinkedIn Outreach Support (Custom only)–––––✓
Monthly CRM Record Updates–––––✓✓
Email / SMS Lead Touchpoints–––––10 / month✓
Outbound Email Campaigns–––––1 / month✓
Meetings Scheduled & Confirmed–––––✓✓
Proposal Follow-Ups–––––✓✓
LinkedIn Profile & Lead Generation Setup–––––✓✓
Inbound Lead Management–––––✓✓
Sales Call Review & Coaching–––––1 / month1 / week
One-on-One Onboarding Consultation✓✓✓✓✓✓
Website Launch Notification to Clients/Users✓✓✓✓✓✓
Multi-Language Support Integration✓✓✓✓✓✓
User-Friendly Dashboard for Easy Updates✓✓✓✓✓✓
Website Caching Setup✓✓✓✓✓✓
Automatic Theme and Plugin Installation✓✓✓✓✓✓
Brand Style Guide Integration✓✓✓✓✓✓
AI-Generated Meta Descriptions & Titles––✓✓✓✓
AI-Powered Content Clustering & Topic Authority––✓✓✓✓
Semantic SEO Content Optimization––✓✓✓✓
AI-Generated FAQ Schema Markup–✓✓✓✓✓
Automated Internal Linking Strategy––✓✓✓✓
AI Content Freshness Detection & Updates––✓✓✓✓
Multi-Language AI Content Generation––✓✓✓✓
AI-Generated Topic Clusters––✓✓✓✓
Automatic Related Content Suggestions––✓✓✓✓
AI-Generated Pillar Pages––✓✓✓✓
Topic Authority Scoring Dashboard––✓✓✓✓
Content Gap Identification––✓✓✓✓
AI-Powered Outreach Link Identification––✓✓✓✓
Unique Design For Each Website - No Repetition✓✓✓✓✓✓
Hero Banner Creation✓✓✓✓✓✓
Add on Widgets✓✓✓✓✓✓
Lead Gen Forms✓✓✓✓✓✓
Customized Home Page✓✓✓✓✓✓
Dynamic Design✓✓✓✓✓✓
Modern Custom Design✓✓✓✓✓✓
Mobile Friendly Website✓✓✓✓✓✓
Integration of multimedia elements such as images, videos, and animations✓✓✓✓✓✓
Multi-Device Compatibility (Responsive Design)✓✓✓✓✓✓
Integration with Client Portal✓✓✓✓✓✓
Custom Iconography and Graphics✓✓✓✓✓✓
Interactive Image Galleries✓✓✓✓✓✓
Photo Optimization and Compression✓✓✓✓✓✓
Add Your Logo✓✓✓✓✓✓
Change Menu Titles✓✓✓✓✓✓
Change Any Color✓✓✓✓✓✓
Full-Screen Video Backgrounds✓✓✓✓✓✓
Parallax Scrolling Effects✓✓✓✓✓✓
Custom Fonts and Typography Options✓✓✓✓✓✓
Dark Mode Design Option✓✓✓✓✓✓
Infographics Integration✓✓✓✓✓✓
Display Associations Logos (NATP, NAEA etc.)✓✓✓✓✓✓
Micro-Animations for Enhanced User Interaction✓✓✓✓✓✓
Reviews & Ratings Integrations & Updates✓✓✓✓✓✓
SSL Secured✓✓✓✓✓✓
WordPress Setup✓✓✓✓✓✓
Booking Capabilities✓✓✓✓✓✓
SEO Friendly Site Structure✓✓✓✓✓✓
FAQ section✓✓✓✓✓✓
Accessibility Features for Visually Impaired✓✓––✓✓
Employment Opportunities Page / Careers Page✓✓✓✓✓✓
Contact us page with form✓✓✓✓✓✓
Site Search Functionality✓✓✓✓✓✓
Cookie Compliance✓✓✓✓✓✓
Cookie Policy Page✓✓✓✓✓✓
Privacy policy page✓✓✓✓✓✓
Disclaimer page✓✓✓✓✓✓
Add Images✓✓✓✓✓✓
Add Custom HTML––✓✓✓✓
Google Analytics Integration✓✓✓✓✓✓
Podcast Publishing✓✓✓✓✓✓
Multiple Office Address✓✓✓✓✓✓
Implementation of Subscription Based Pricing for CAS or Tax Advisory Services✓✓✓✓✓As Agreed
Custom Contact Forms✓✓✓✓✓✓
Dedicated Webmaster✓✓✓✓✓✓
Search Engine Optimization Testing✓✓✓✓✓✓
Web Speed Enhancements Checks✓✓✓✓✓✓
Mobile Responsiveness Checks✓✓✓✓✓✓
Security Upgrades✓✓✓✓✓✓
User Experience Improvements✓✓✓✓✓✓
Analytics Integration✓✓✓✓✓✓
Lead Generation Optimization✓✓✓✓✓✓
Accessibility Compliance✓✓✓✓✓✓
24/7 Technical Support✓✓✓✓✓✓
Regular Maintenance3 Months3 MonthsMonthlyMonthlyMonthlyMonthly
Security Monitoring✓✓✓✓✓✓
Content Updates✓✓✓✓✓✓
Regular Backups✓✓✓✓✓✓
Performance Monitoring✓✓✓✓✓✓
Software Updates✓✓✓✓✓✓
SEO Maintenance✓✓✓✓✓✓
Customizations and Enhancements✓✓✓✓✓✓
Website Uptime Monitoring✓✓✓✓✓✓
Dynamic Tax Updates✓✓✓✓✓✓
Tax Due Dates✓✓✓✓✓✓
Tax Rates Guide✓✓✓✓✓✓
Tax Refund - All State Links✓✓✓✓✓✓
Tax Record Retention Guide✓✓✓✓✓✓
Marginal and Effective Tax Rates Calculator✓✓✓✓✓✓
Tax Calculator✓✓✓✓✓✓
Tax Forms & Publication✓✓✓✓✓✓
Latest IRS Updates✓✓✓✓✓✓
Google Search Console Set Up✓✓✓✓✓✓
Google Analytics Set Up✓✓✓✓✓✓
Bing Webmaster Tools Set Up✓✓✓✓✓✓
Installation Google Analytics Goal Conversion & Tracking✓✓✓✓✓✓
Customizable Search Engine Descriptions and Keywords✓✓✓✓✓✓
Page Titles for Search Engine Optimization✓✓✓✓✓✓
Detailed Website Traffic Statistics✓✓✓✓✓✓
WordPress Blog Setup✓✓✓✓✓✓
Site Indexed By Google, Yahoo, and Bing✓✓✓✓✓✓
Automatically Optimized for Your Location✓✓✓✓✓✓
Search Engine Friendly Meta Data✓✓✓✓✓✓
Search Engine Friendly Navigation✓✓✓✓✓✓
Customizable Meta Descriptions and Keywords✓✓✓✓✓✓
Add Your Own Keywords✓✓✓✓✓✓
Unique Page Titles✓✓✓✓✓✓
SEO Plugin✓✓✓✓✓✓
Google Location Map✓✓✓✓✓✓
XML Sitemap✓✓✓✓✓✓
Robots.txt Setup✓✓✓✓✓✓
URL Submission in Search Engines✓✓✓✓✓✓
Block Pages from Search Engines✓✓✓✓✓✓
Automatic Sitemap Generation & Updates✓✓✓✓✓✓
Dynamic robots.txt Management––✓✓✓✓
Canonical URL Auto-Implementation––✓✓✓✓
Hreflang Tag Generation for Multilingual Sites––✓✓✓✓
Structured Breadcrumb Implementation✓✓✓✓✓✓
Page Speed Optimization (Image Compression, Lazy Loading)✓✓✓✓✓✓
Mobile-First Indexing Compliance✓✓✓✓✓✓
SSL Certificate for Secure HTTPS Connections✓✓✓✓✓✓
GDPR Compliance (General Data Protection Regulation)✓✓✓✓✓✓
CCPA Compliance (California Consumer Privacy Act)✓✓✓✓✓✓
Privacy Policy Page✓✓✓✓✓✓
Cookie Policy and Consent Banner✓✓✓✓✓✓
Fully Managed Security Updates✓✓✓✓✓✓
Secure Data Collection and Storage✓✓✓✓✓✓
User Consent Management System✓✓✓✓✓✓
Option for Data Access, Deletion, or Correction Requests✓✓✓✓✓✓
Data Encryption for User Information✓✓✓✓✓✓
Regular Data Backups✓✓✓✓✓✓
Accessibility Compliance (ADA/WCAG Standards)✓✓✓✓✓✓
Terms and Conditions Page✓✓✓✓✓✓
Disclaimer Page✓✓✓✓✓✓
DMCA Compliance (Digital Millennium Copyright Act)✓✓✓✓✓✓
Copyright and Intellectual Property Protection✓✓✓✓✓✓
Age Verification for Specific Content (if applicable)✓✓✓✓✓✓
Industry-Specific Regulations (e.g., HIPAA for healthcare)✓✓✓✓✓✓
Visible Security Badges (e.g., SSL, Trust Seals)✓✓✓✓✓✓
Clear Unsubscribe Options for Emails✓✓✓✓✓✓
Honest and Transparent Communication of Policies✓✓✓✓✓✓
24/7 Uptime Monitoring✓✓✓✓✓✓
Spam Protection✓✓✓✓✓✓
CAPTCHA and Anti-Bot Verification✓✓✓✓✓✓
Social Media Follow Buttons✓✓✓✓✓✓
Social Media Share Buttons✓✓✓✓✓✓
Share articles, products, or pages directly✓✓✓✓✓✓
Embedded Social Media Feeds✓✓✓✓✓✓
Instagram, Facebook, Twitter, LinkedIn, etc.✓✓✓✓✓✓
Social Media Icons in Header or Footer✓✓✓✓✓✓
Customizable Chatbot✓✓✓✓✓✓
Upload Files for Bot to Learn (PDF, DOC)✓✓✓✓✓✓
Bot can learn from 100 Webpages✓✓✓✓✓✓
Chats with Bot Per Month10001000100010001000Custom
View Chat History✓✓✓✓✓✓
Team Members111113
ChatGPT-4 Powered✓✓✓✓✓✓
Embed as Chat Widget✓✓✓✓✓✓
Join a Live Chat––✓✓✓✓
Ticket Creation✓✓✓✓✓✓
Embed as AI Search Bar✓✓✓✓✓✓
CRM Integration✓✓✓✓✓✓
Integration with Major Payment Gateways:––✓✓✓✓
PayPal––✓✓✓✓
Stripe––✓✓✓✓
Square––✓✓✓✓
RazorPay––✓✓✓✓
Credit and Debit Card Payment Options––✓✓✓✓
Secure and Responsive Payment Pages––✓✓✓✓
PCI DSS Compliance✓✓✓✓✓✓
Home✓✓✓✓✓✓
About Us✓✓✓✓✓✓
Leadership Profile Pages✓✓✓✓✓✓
Services✓✓✓✓✓✓
Financial Calculators✓✓✓✓✓✓
Advance Financial Calculators––✓✓✓✓
Industries✓✓✓✓✓✓
Resources✓✓✓✓✓✓
Contact Us✓✓✓✓✓✓
Newsletters––✓✓✓✓
Testimonials✓✓✓✓✓✓
Careers✓✓✓✓✓✓
FAQs✓✓✓✓✓✓
Client Portal✓✓✓✓✓✓
News/Updates✓✓✓✓✓✓
Privacy Policy✓✓✓✓✓✓
Cookie Policy✓✓✓✓✓✓
Terms of Service✓✓✓✓✓✓
Portfolio✓✓✓✓✓✓
Schedule a Consultation✓✓✓✓✓✓
Leave Us A Review✓✓✓✓✓✓
Dedicated Page for Each Location of City/Office––✓✓✓✓
Referral Page✓✓✓✓✓✓
Thank You Page✓✓✓✓✓✓
Traffic Overview✓✓✓✓✓✓
Top Performing Pages✓✓✓✓✓✓
Total Visitors✓✓✓✓✓✓
Unique Visitors✓✓✓✓✓✓
Page Views✓✓✓✓✓✓
Visitor Demographics (Location, Age, Gender)✓✓✓✓✓✓
New vs. Returning Visitors✓✓✓✓✓✓
Bounce Rate and Average Session Duration✓✓✓✓✓✓
Traffic Sources✓✓✓✓✓✓
Direct, Organic Search, Social Media, Referrals, Paid Ads✓✓✓✓✓✓
Device and Browser Usage Statistics✓✓✓✓✓✓
Heatmaps for Click and Scroll Behavior––✓✓✓✓
No. of Calculators5510101515+
Income Tax Calculator✓✓✓✓✓✓
Self-Employment Tax Calculator✓✓✓✓✓✓
Capital Gains Tax Calculator✓✓✓✓✓✓
Estate Tax Calculator✓✓✓✓✓✓
Sales Tax Calculator✓✓✓✓✓✓
Tax Withholding Calculator✓✓✓✓✓✓
Alternative Minimum Tax (AMT) Calculator✓✓✓✓✓✓
Depreciation Calculator✓✓✓✓✓✓
Tax Bracket Calculator✓✓✓✓✓✓
Foreign Tax Credit Calculator✓✓✓✓✓✓
Payroll and Compensation Calculators✓✓✓✓✓✓
Salary to Hourly Wage Calculator✓✓✓✓✓✓
Overtime Pay Calculator✓✓✓✓✓✓
Payroll Tax Withholding Calculator✓✓✓✓✓✓
Benefit Cost Allocation Calculator✓✓✓✓✓✓
Bonus Allocation Calculator✓✓✓✓✓✓
Commission Structure Calculator✓✓✓✓✓✓
Shift Differential Calculator✓✓✓✓✓✓
Payroll Deductions Calculator✓✓✓✓✓✓
Employee Reimbursement Calculator✓✓✓✓✓✓
Time and Attendance Calculator✓✓✓✓✓✓
Financial Planning Calculators✓✓✓✓✓✓
Retirement Calculator✓✓✓✓✓✓
Investment Growth Calculator✓✓✓✓✓✓
Budget Calculator✓✓✓✓✓✓
Loan Amortization Calculator✓✓✓✓✓✓
Mortgage Calculator✓✓✓✓✓✓
Savings Goal Calculator✓✓✓✓✓✓
Compound Interest Calculator✓✓✓✓✓✓
Net Worth Calculator✓✓✓✓✓✓
Education Savings Calculator✓✓✓✓✓✓
Cash Flow Calculator✓✓✓✓✓✓
Investment and Return Calculators✓✓✓✓✓✓
Return on Investment (ROI) Calculator✓✓✓✓✓✓
Internal Rate of Return (IRR) Calculator✓✓✓✓✓✓
Net Present Value (NPV) Calculator✓✓✓✓✓✓
Payback Period Calculator✓✓✓✓✓✓
Profit Margin Calculator✓✓✓✓✓✓
Dividend Yield Calculator✓✓✓✓✓✓
Price-to-Earnings (P/E) Ratio Calculator✓✓✓✓✓✓
Earnings Per Share (EPS) Calculator✓✓✓✓✓✓
Beta Calculator✓✓✓✓✓✓
Liquidity Ratio Calculator✓✓✓✓✓✓
Business and Operational Calculators✓✓✓✓✓✓
Break-Even Calculator✓✓✓✓✓✓
Markup and Margin Calculator✓✓✓✓✓✓
Inventory Turnover Calculator✓✓✓✓✓✓
Working Capital Calculator✓✓✓✓✓✓
Cost-Benefit Analysis Calculator✓✓✓✓✓✓
ROI (Return on Investment) Calculator✓✓✓✓✓✓
EBITDA Calculator✓✓✓✓✓✓
Debt-to-Equity Ratio Calculator✓✓✓✓✓✓
Pricing Strategy Calculator✓✓✓✓✓✓
Capital Expenditure (CapEx) Calculator✓✓✓✓✓✓
Budgeting and Forecasting Calculators✓✓✓✓✓✓
Operating Budget Calculator✓✓✓✓✓✓
Capital Budgeting Calculator✓✓✓✓✓✓
Variance Analysis Calculator✓✓✓✓✓✓
Scenario Planning Calculator✓✓✓✓✓✓
Zero-Based Budgeting Calculator✓✓✓✓✓✓
Flexible Budget Calculator✓✓✓✓✓✓
Cash Flow Forecast Calculator✓✓✓✓✓✓
Expense Tracking Calculator✓✓✓✓✓✓
Revenue Forecasting Calculator✓✓✓✓✓✓
Cost Estimation Calculator✓✓✓✓✓✓
Depreciation and Amortization Calculators (Payroll)✓✓✓✓✓✓
Payroll Tax Calculator✓✓✓✓✓✓
Gross-to-Net Pay Calculator✓✓✓✓✓✓
Overtime Pay Calculator (Payroll)✓✓✓✓✓✓
Benefits Cost Calculator✓✓✓✓✓✓
Bonus Calculator✓✓✓✓✓✓
Commission Calculator✓✓✓✓✓✓
401(k) Contribution Calculator✓✓✓✓✓✓
Leave and PTO Calculator✓✓✓✓✓✓
Shift Differential Calculator (Payroll)✓✓✓✓✓✓
Employee Cost Calculator✓✓✓✓✓✓
Depreciation and Amortization Calculators✓✓✓✓✓✓
Straight-Line Depreciation Calculator✓✓✓✓✓✓
Declining Balance Depreciation Calculator✓✓✓✓✓✓
Sum-of-the-Years' Digits (SYD) Depreciation Calculator✓✓✓✓✓✓
Units of Production Depreciation Calculator✓✓✓✓✓✓
Amortization Schedule Calculator✓✓✓✓✓✓
MACRS Depreciation Calculator✓✓✓✓✓✓
Bonus Depreciation Calculator✓✓✓✓✓✓
Section 179 Deduction Calculator✓✓✓✓✓✓
Intangible Asset Amortization Calculator✓✓✓✓✓✓
Depreciation Recapture Calculator✓✓✓✓✓✓
Investment and Portfolio Calculators✓✓✓✓✓✓
Asset Allocation Calculator✓✓✓✓✓✓
Risk Tolerance Calculator✓✓✓✓✓✓
Dividend Reinvestment Calculator✓✓✓✓✓✓
Capital Allocation Calculator✓✓✓✓✓✓
Bond Yield Calculator✓✓✓✓✓✓
Stock Valuation Calculator✓✓✓✓✓✓
Portfolio Diversification Calculator✓✓✓✓✓✓
Annuity Calculator✓✓✓✓✓✓
Real Estate Investment Calculator✓✓✓✓✓✓
Mutual Fund Performance Calculator✓✓✓✓✓✓
Miscellaneous Financial Calculators✓✓✓✓✓✓
Currency Converter Calculator✓✓✓✓✓✓
Inflation Calculator✓✓✓✓✓✓
Cost of Living Calculator✓✓✓✓✓✓
Breakeven Analysis Calculator✓✓✓✓✓✓
Financial Ratio Calculator✓✓✓✓✓✓
Payroll Deduction Calculator✓✓✓✓✓✓
Tax Liability Calculator✓✓✓✓✓✓
Per Diem Calculator✓✓✓✓✓✓
Living Wage Calculator✓✓✓✓✓✓
Credit Score Calculator✓✓✓✓✓✓
Loan and Financing Calculators✓✓✓✓✓✓
Loan Payment Calculator✓✓✓✓✓✓
Marketing analytics (Google Ads, Facebook, website traffic)✓✓✓✓✓✓
Debt Repayment Calculator✓✓✓✓✓✓
Refinance Calculator✓✓✓✓✓✓
Home Equity Loan Calculator✓✓✓✓✓✓
Student Loan Calculator✓✓✓✓✓✓
Auto Loan Calculator✓✓✓✓✓✓
Personal Loan Calculator✓✓✓✓✓✓
Commercial Loan Calculator✓✓✓✓✓✓
Line of Credit Calculator✓✓✓✓✓✓
Standard Tax Organizer (Individuals and Businesses)✓✓✓✓✓✓
Personalised Tax Organizer (Individuals and Businesses)––✓✓✓✓
Personalised Interactive Tax Organizer/Form (Individuals and Businesses) (Dynamic Web Form)––––✓✓
Technical Quarterly eGuides––1111+
Guides✓✓✓✓✓✓
Standard Engagement Letter✓✓✓✓✓✓
Personalized Engagement Letter––✓✓✓✓
100 Tax Strategies✓✓✓✓✓✓
200+ Tax Strategies––✓✓✓✓
Website scanning to detect all cookies & trackers✓✓✓✓✓✓
Customizable cookie-consent banner✓✓✓✓✓✓
Third-party script & cookie blocking✓✓✓✓✓✓
Centralized consent log recording user consent✓✓✓✓✓✓
Cookie policy & privacy policy generator✓✓✓✓✓✓
Integration with analytics✓✓✓✓✓✓
Device usage and demographic targeting✓✓✓✓✓✓
Ability for users to revisit or withdraw consent✓✓✓✓✓✓
Exportable consent log✓✓✓✓✓✓
Geo-targeted Banner✓✓✓✓✓✓
Display in 170+ languages✓✓✓✓✓✓
GDPR (EU & UK)✓✓✓✓✓✓
CCPA/CPRA✓✓✓✓✓✓
VCDPA✓✓✓✓✓✓
PIPEDA✓✓✓✓✓✓
LGPD✓✓✓✓✓✓
CTDPA✓✓✓✓✓✓
CPA✓✓✓✓✓✓
UCPA✓✓✓✓✓✓
PDPL✓✓✓✓✓✓
POPIA✓✓✓✓✓✓
nFADP✓✓✓✓✓✓
PDPA✓✓✓✓✓✓
Integrate with Google Tag Manager✓✓✓✓✓✓
Google Consent Mode v2.2 and IAB TCF v2.2✓✓✓✓✓✓
Global Privacy Control (GPC)✓✓✓✓✓✓
Do Not Track (DNT)✓✓✓✓✓✓
Custom fields / custom values for contact data✓✓✓✓✓✓
Unlimited contacts with detailed profiles: includes notes, custom fields, and activity history✓✓✓✓✓✓
Tagging & smart lists: segment contacts dynamically✓✓✓✓✓✓
Smart lists - dynamic segments based on rules/criteria✓✓✓✓✓✓
Contact activity tracking: view full communication history (calls, SMS, email) with each contact✓✓✓✓✓✓
Import/export contacts easily via CSV or API✓✓✓✓✓✓
Contact scoring based on engagement and activity✓✓✓✓✓✓
Create multiple sales pipelines✓✓✓✓✓✓
Drag-and-drop interface for moving opportunities through stages✓✓✓✓✓✓
Automation triggered by pipeline stage changes✓✓✓✓✓✓
Value tracking, forecasting, and pipeline reporting✓✓✓✓✓✓
Assign tasks and reminders per opportunity✓✓✓✓✓✓
Unified inbox for email, SMS, calls, and chat✓✓✓✓✓✓
Two-way texting - send and receive directly from the system✓✓✓✓✓✓
Missed-call text-back automation✓✓✓✓✓✓
AI chatbot conversation sync with contacts✓✓✓✓✓✓
Email & SMS templates for quick responses✓✓✓✓✓✓
Online calendar with availability sync✓✓✓✓✓✓
Automated appointment reminders and confirmations✓✓✓✓✓✓
Payment-enabled booking pages✓✓✓✓✓✓
Google Calendar and Outlook integration✓✓✓✓✓✓
Visual workflow builder✓✓✓✓✓✓
Trigger-based actions✓✓✓✓✓✓
Event-based automation✓✓✓✓✓✓
Immediate response automations✓✓✓✓✓✓
Appointment confirmation & reminder sequence✓✓✓✓✓✓
Pre-call nurture sequence✓✓✓✓✓✓
No-show automation✓✓✓✓✓✓
Post-call automation (based on outcome)✓✓✓✓✓✓
Lead scoring automation✓✓✓✓✓✓
Review & referral automation✓✓✓✓✓✓
Missed call text-back automation (2)✓✓✓✓✓✓
Upsell / cross-sell automation✓✓✓✓✓✓
Funnel builder with drag-and-drop interface✓✓✓✓✓✓
Custom forms and surveys with conditional logic✓✓✓✓✓✓
Automated review requests via email/SMS✓✓✓✓✓✓
Review dashboard and analytics✓✓✓✓✓✓
Sales and pipeline performance dashboards✓✓✓✓✓✓
Marketing analytics (Google Ads, Facebook, website traffic) (2)✓✓✓✓✓✓
Call tracking and reporting✓✓✓✓✓✓
Website and conversion analytics✓✓✓✓✓✓
QuickBooks Online integration for automatic financial syncing✓✓✓✓✓✓
Automated sales receipts created in QuickBooks when payments are collected✓✓✓✓✓✓
Invoice syncing between CRM and QuickBooks Online✓✓✓✓✓✓
Automated review requests triggered after invoice creation✓✓✓✓✓✓
Integrate with existing emails to receive leads✓✓✓✓✓✓
Mobile Responsive Email Designs✓✓✓✓✓✓
Automated Welcome Emails✓✓✓✓✓✓
Double Opt-In/Single Opt-In Options✓✓✓✓✓✓
Subscription Form Design and Integration✓✓✓✓✓✓
Trigger-Based Email Automation✓✓✓✓✓✓
Automated Subscription Confirmation Emails✓✓✓✓✓✓
Integration with Blogs for Automatic Content Updates✓✓✓✓✓✓
Previous Months Newsletter on Archives Page✓✓✓✓✓✓
GDPR-Compliant Subscriber Data Management✓✓✓✓✓✓
Custom Thank-You Pages Post-Subscription✓✓✓✓✓✓
Multi-Device Compatibility Testing✓✓✓✓✓✓
Web-Based Email Viewer for Easy Access✓✓✓✓✓✓
Create Your Own Messages✓✓✓✓✓✓
Import Your Contact List✓✓✓✓✓✓
Export Your Contact List✓✓✓✓✓✓
Email Marketing Campaigns–––1 / month2 / monthCustom
Monthly Newsletter Campaigns–––1 / month2 / monthCustom
Seasonal Campaign Emails–––✓✓Custom
Service Promotion Emails–––✓✓Custom
Announcement Email Campaigns–––✓✓Custom
List Segmentation for Campaign Sends–––✓✓Custom
Campaign CTA Integration–––✓✓Custom
Campaign Formatting & QA–––✓✓Custom
Email Campaign Analytics–––✓✓Custom
AI Email Automation––✓✓✓Custom
Access to pre-built playbooks225510Custom
Access to industry-specific playbooks225510Custom
Access to service-specific playbooks225510Custom
Playbook selection guidance––✓✓✓Custom
Playbook deployment support–––✓✓Custom
Playbook customization support–––✓✓Custom
Playbook-to-CRM workflow mapping–––✓✓Custom
Playbook-to-campaign alignment––✓✓✓Custom
Ongoing On-Page SEO Enhancements–––✓✓Custom
Core Page SEO Updates–✓–✓✓Custom
Service Page SEO Enhancements–––✓✓Custom
Blog SEO Optimization–✓✓✓✓Custom
Location-Based SEO Support––✓✓✓Custom
Content Refreshes for SEO––✓✓✓Custom
Google Business Profile Listing & Optimization–––✓✓Custom
Internal Linking Improvements–✓✓✓✓Custom
Review Requests & Reputation Workflow––✓✓✓Custom
Review Request Campaigns–––1 / month2 / month4 / month
Review Trigger Management––✓✓✓Custom
Negative Feedback Routing–––✓✓Custom
Review Monitoring Support–––✓✓Custom
Review Response Workflow Support–––✓✓Custom
Testimonial Conversion Support–––✓✓Custom
Testimonial Collection & Social Proof––✓✓✓Custom
Testimonial Collection Campaigns–––1 / month2 / month4 / month
Service-Based Testimonial Organization––✓✓✓Custom
Website Social Proof Refreshes––✓✓✓Custom
Success Story Gathering–––✓✓Custom
Website Launch & Service Promotion Support–––✓✓Custom
Website Launch Announcement Email–––✓✓Custom
Website Launch Promotion Copy–––✓✓Custom
Service Spotlight Campaigns––✓✓✓Custom
Seasonal Service Promotions––✓✓✓Custom
Referral Promotion Support–––✓✓Custom
Schedule and publish all content across Instagram, TikTok, YouTube, LinkedIn, Facebook, Twitter––✓1 / week✓2 / weekCustom
Create and maintain monthly content calendar––✓✓✓Custom
Actively post and engage in Facebook Groups––––✓Custom
DM prospecting — comment on posts, engage with target audience––––✓Custom
Weekly review of top-performing hooks, formats, and content types–––✓✓Custom
Monthly platform analytics report (reach, followers, engagement rate per platform)–––✓1 / month✓Custom
A/B test hooks, thumbnails, and content formats–––✓✓Custom
Keyword research for target terms–✓✓✓✓Custom
On-page SEO optimization for all website pages (title tags, meta descriptions, headers)✓✓✓✓✓Custom
Technical SEO audit — site speed, mobile-friendliness, schema markup, crawl errors✓✓✓✓✓Custom
Internal linking structure optimization–✓✓✓✓Custom
Write and publish SEO-optimized blog posts targeting long-tail keywords–1 / month2 / month2/ month4 / monthCustom
Build backlinks via guest posting, PR, and partnerships–––2 / month4 / monthCustom
Create topic authority clusters (Tax Savings Hub, Real Estate Tax Hub, W-2 Hub)––✓✓✓Custom
Optimize content and website to appear in ChatGPT, Claude, Gemini, Perplexity answers––✓✓✓Custom
Publish structured FAQ content (schema markup) targeting AI-style queries––✓✓✓Custom
Build topical authority through consistent publishing on core topics––✓✓✓Custom
Monitor and track brand mentions across AI platforms (ChatGPT, Claude, Gemini)–––✓✓Custom
CRM Monthly record updates––––✓✓
Lead capture & tagging in CRM/GHL as new leads come in––––✓✓
Update contact record / lead stage––––✓✓
Maintain notes and follow-up status––––✓✓
Tag lead source for reporting––––✓✓
Email/SMS touchpoints (templated)––––10 / month✓
Email follow-up using approved templates––––✓✓
SMS follow-up using approved templates (once Twilio is configured)––––✓✓
One-time re-engagement nudge for inactive leads––––✓✓
Outbound email campaigns, sent to a client-provided contact list––––1 / month✓
Send outbound emails using approved templates––––✓✓
Track opens/replies and log status in CRM––––✓✓
SMS conversations––––10 / month✓
Appointment/reminder nudges via SMS––––✓✓
Basic two-way SMS management for active leads––––✓✓
Meetings scheduled/confirmed––––✓✓
Send calendar links to leads for booking––––✓✓
Confirm booked meetings via email or SMS––––✓✓
Send one reminder nudge before each meeting––––1 / meeting✓
Proposal follow-ups (email-only, templated)––––✓✓
Send templated email nudges on outstanding proposals––––✓✓
Update proposal status/stage in CRM––––✓✓
Flag overdue/stale proposals for client's own review–––––✓
Summary report delivered per month––––1 / month✓
Count of follow-ups sent, CRM updates made, and leads touched––––✓✓
List of proposals currently open/stalled––––✓✓
List of meetings scheduled that month––––✓✓
Actively post value content in target Facebook Groups (RE, Business Owner communities)––––✓✓
Engage in relevant Meta and LinkedIn Groups––––✓✓
Attend and speak at relevant business owner and entrepreneur events–––––✓
Identify and pursue co-marketing partnerships with complementary brands–––––✓
Develop joint venture webinar pipeline with strategic partners–––––✓
Optimize LinkedIn profile for lead generation (headline, banner, featured, about section)––––✓✓
Send personalized connection requests to target prospects (business owners, RE investors, high W-2)––––✓✓
Engage with target audience content (likes, comments, shares) before outreach––––✓✓
Send value-first DM sequences to new connections––––✓✓
Track and analyze LinkedIn outreach metrics weekly––––1/ weekCustom
Manage and respond to all inbound leads––––✓✓
DM conversations — drive from value to booked call––––✓✓
Multi-touch follow-up on all leads (call + SMS + email + DM sequence)––––✓✓
Handle inbound opt-ins and webinar registrations - book on call––––✓✓
Follow up on no-shows and rebook immediately––––✓✓
Track daily setter KPIs: calls booked, show rate, rebooks–––––✓
Require all prospects to go through pre-built documents before call––––✓✓
Follow standardized closing script for Upselling––––✓✓
Weekly call review and coaching session — review recordings, improve scripts––––1 / month1/week
Cold email campaign to high value customer profiles––––✓✓
LinkedIn outreach and prospecting to ideal clients––––✓✓
Email newsletter to full list for re-engagement and upsell––––✓✓
Choose your plan Get started Get started Get started Get started Get started Get started

From Sign-Up to Live in 3 Simple Steps

We've eliminated every friction point. You don't need to know anything about websites - we handle everything from start to finish.

01

Sign up for a Free Trial

Set up your account in less than one minute.

02

Connect With an Advisor

Schedule a call with advisor, give details, domain and others.

03

Go Live in 72 Hours

Website will be within 72 hours of giving details

What Makes Us Different

Advantages for Your Firm

Every CPA website platform claims to be great. Here's what actually sets MYCPE ONE apart - and why 500+ firms chose us over the alternatives.

60-Day Free Trial - Risk Free

Launch your CPA firm website with zero upfront risk. Explore every feature, request updates, and see real results before you pay.

60-Day Trial No Credit Card Full Access Cancel Anytime

Your Dedicated Web Team

Get a full team behind your website - including a dedicated webmaster, designer, and content writer focused on your CPA firm's growth.

Named Contact Same-Day Updates Unlimited Requests No Tickets

Built-In CRM for CPA Firms

Capture leads, track client interactions, automate follow-ups, and manage your pipeline - all from one centralized CRM.

Lead Tracking Automated Follow-Ups Client Pipeline Unified Inbox

Getting Started

You Do Almost Nothing. We Do Everything Else.

We designed MYCPE ONE for busy accountants who don't have time to manage a website. Here's exactly what the process looks like on both sides

What You Provide

You Provide

Takes about 10–15 minutes

  • Firm Name & Contact Info
  • List of Services Offered
  • Team Photos (Optional)
  • Logo or Brand Colors (Optional)
What We Handle

We Handle Everything

Always On

Full Website Design & Development
AI Chatbot Setup & Training
SEO Optimization & Local Listings
Hosting, Security & Backups
Ongoing Updates & Maintenance

Testimonials

"The deliverables were what I expected, maybe even a little better. I had looked at other web page services before, and they were a more sizable investment. This felt like a well-priced investment for what I'm getting. I think they did a nice job with the logo, the layout, and how it's put together."

Ava Moore

Founder, Bookkeeping Lab

”I’m happy with our firm’s current website. It is pretty relevant to our firm, and it’s not like garbage put on our website. They focus on our clients and what is worthy for the firm. They met our expectations, and I’m satisfied. The website is better than the previous one, it feels alive, and it has helped us generate some new clients.”

Joyce Tso

Partner, ASAM LLP

”I’m really happy with the way my website turned out. It works as the hub for me to do sales. It’s an easy transition for a client to go to the website, book a call with me, and then start the process. If you’re not happy with your website, I would definitely recommend reaching out to the team at MYCPE ONE. Even the website audit was a game changer and an unlock for me.”

Brian D.

Founder, OneStop CPA

"It was awesome working with the team. Some service providers try to force their opinions on the client, but your team listened, understood what we wanted to achieve, and helped us get there. The website met our expectations, and it has already had a positive impact. A referred client checked out our website, felt comfortable with it, and then moved forward with us."

Francis Umeike

COO, Precision CPA

"The website is user-friendly, easy to follow, and it effectively communicates who we are as a firm. It has already started bringing in a few leads within the first 60 days, so the value is definitely there. MYCPE ONE has always been there, the communication is flawless, and the feedback is always taken openly."

Brenna Wilson

Accounting Manager, Glater CPA

How Are High-Performing Websites Built for Accountants and CPA Firms?

Websites for accountants need to do more than look professional. They need to build trust, explain your services clearly, and turn visitors into booked calls. That's the standard we hold every website for CPAs, website for bookkeepers, and website for CPA firms to at MYCPE ONE.

Effective accounting website design starts with clarity: prospects should understand who you serve and how to reach you within seconds. We handle accountant website design end-to-end, from accounting firm website design and layout to page speed, security, and mobile performance, so structure carries as much weight as visuals.

Whether you're looking for a modern website design for accountants, comparing accounting website templates against a fully custom build, or searching for SEO based web design for accounting firms that actually understands tax season deadlines and compliance requirements, we design accountant websites around real firm operations, not generic templates that look the same for every practice.

Hear From Our Clients

Experiences & Value Delivered

Let’s Build Capacity Without
Breaking Your Team

Schedule a Free Consultation

Get Personalized Outsourced Accounting Services for Your Firm.

Quick Contact


+1-646-827-4348

Frequently Asked Questions

Schedule a Call

Getting started is simple and takes less than a minute! First, sign up for a 60-day free trial or schedule a call on our website - no credit card required during the trial period. Within 24 hours, one of our advisors will contact you via your preferred mode of communication.

During this one-on-one onboarding consultation, we'll discuss your firm's goals, services, branding preferences, and collect details like your logo, domain information, and content preferences. Your website can be live within 72 hours for Essential and Advanced plans.

Absolutely not! Our "We Do It All For You - No DIY" approach means you won't need any technical expertise. We handle everything - design, content writing, hosting, SSL setup, security configuration, analytics integration, and ongoing maintenance.

You simply provide your list of services, firm logo, branding preferences, and approval. We take care of all the technical work while you focus on serving your clients.

While we specialize in accounting firms, CPAs, bookkeepers, and tax professionals, our platform's 350+ accounting-specific features are designed exclusively for the accounting industry.

Our expertise in accounting compliance (AICPA rules, state board regulations), tax resources, and financial calculators makes us uniquely qualified to serve accounting practices of all sizes - from solo practitioners to large multi-location firms.

During your 60-day free trial, you get full access to all features of your selected plan with no charges, no commitments, and the ability to cancel anytime. You'll experience the complete website - unique design, content, hosting, SSL security, client portal, tax center (Advanced/Custom plans), AI chatbot, and dedicated webmaster support.

Your credit card information is required, but you won't be charged until 60 days after your website goes live. This gives you ample time to experience results before any billing begins.

Your accounting website is hosted on Amazon Web Services (AWS), one of the world’s most secure and reliable cloud platforms. AWS provides a 99.9% uptime guarantee, enterprise-level security with firewalls and DDoS protection, automatic daily backups, and fast global content delivery.

Your site is protected 24/7 with SSL encryption, automated security monitoring, and regular software updates, all fully managed by our team. This hosting setup is ideal for professional websites for accountants that require stability, security, and long-term reliability.

Yes! Every plan includes SSL/HTTPS encryption at no extra cost (unlike competitors who charge $58/year extra). Your website will display the padlock icon in browsers, encrypting all data transmission.

We also implement comprehensive firewall protection, automated malware scanning, spam protection for forms, regular security patches, data encryption for user information, GDPR/CCPA compliance features, cookie consent management, and PCI DSS compliance (Custom plan with payment integration).

With AWS's 99.9% uptime guarantee, downtime is extremely rare. However, our 24/7 uptime monitoring system alerts our technical team immediately if issues arise.

Essential plan receives 24/7 technical support, while Advanced and Custom plans get priority response with guaranteed resolution times. If any critical issue occurs, we can restore your site to any point within minutes.

We make domain transitions completely seamless! Our team provides step-by-step guidance through the entire process. Whether your domain is registered with GoDaddy, Microsoft 365/Teams, or another registrar, we handle DNS updates, nameserver changes, and all technical configurations.

You simply provide access credentials to your current registrar account and approve the transfer - we handle everything else. Your email services remain unaffected during the transition, and there's zero downtime for your existing services.

Absolutely! We carefully update only the website-related DNS records while preserving your existing email configuration. Whether you use Office 365, Google Workspace, or another email provider, your email services continue without any interruption.

We can also help you set up or configure new email accounts if needed and integrate email automation features with your website for lead notifications.

Yes! We offer 400+ unique design options tailored specifically for accounting firms. Unlike other providers who use repetitive templates, we guarantee that no two firms will have the same design. Each accounting website is custom-created to meet the specific needs of professional websites for accountants and financial practices.

You can choose from our pre-optimized layouts (Essential/Advanced) or request a fully custom design built from scratch. All designs are mobile-responsive and include accounting-specific features such as tax centers, financial calculators, and client-ready layouts.

It means your firm will never have a cookie-cutter website that looks like your competitors. While many providers use the same 10-20 templates for hundreds of firms (creating visual confusion in local markets), we create a distinct design customized to your firm's brand colors, logo, services, and local market positioning.

This visual differentiation helps your firm stand out when prospects compare multiple accounting firms online.

Absolutely. Every website features multi-device compatibility with a fully responsive design that adapts seamlessly across desktops, tablets, and smartphones.

With over 60% of users browsing on mobile devices, we ensure your calculators, tax resources, contact forms, and booking features work flawlessly for websites for bookkeepers and accounting firms alike.

There is no DIY - We Do It For You. What sets us apart is our unlimited content updates service - you can request any text, image, or page changes, and our dedicated webmaster will make them for you at no additional charge. Most accounting firms prefer this hands-off approach so they can focus on client work.

Yes! Essential plan allows you to select a different design up to 1 time per year at no extra charge. Advanced and Custom plans offer unlimited design changes - you can refresh your website's look whenever needed.

This flexibility ensures your website can evolve as your firm grows or as you want to update your brand presentation. Our team handles all design transitions smoothly without affecting your content or SEO rankings.

A strong accounting website design should load in under 2 seconds, work on mobile, clearly list your services, include a secure client portal, and make it obvious how to book a consultation. At MYCPE ONE, every accountant website also ships with SEO-friendly URLs, schema markup, and local search optimization by default.

During your active subscription with MYCPE ONE, ownership of the website design and framework remains with MYCPE ONE. If you ever decide to move to another provider, we'll assist you with exporting your content (text, images, documents, and materials you provided) to ensure a smooth transition.

Our goal is to earn your continued business through exceptional service and results, making you want to stay with us rather than feeling locked in.

We offer no commitments and cancel anytime flexibility. There are no long-term contracts or cancellation fees. If you decide to cancel, we will export the website and share it with you in 5-7 business days.

Yes, you have full portability. While we'd love to keep you as a client, you're never locked in.

Yes! Every plan includes comprehensive technical SEO built specifically for accounting firms: keyword research for CPA/accounting services, optimized meta titles and descriptions for all pages, schema markup (FAQ, Local Business, Organization, Service schemas), Google Search Console and Analytics setup, Bing Webmaster Tools configuration, XML sitemap generation, robots.txt optimization, mobile-first indexing, and SEO-friendly URL structures.

Site speed is critical for both SEO and user experience. Our websites are optimized to load in under 2 seconds through: optimized coding and image compression, CDN (Content Delivery Network) hosting, browser caching systems, lazy loading for images and videos, desktop and mobile page speed optimization (Advanced/Custom plans), and Core Web Vitals optimization for Google's ranking factors. Fast sites rank higher, reduce bounce rates, and convert more visitors into clients- especially important during tax season when prospects are making quick decisions.

Absolutely! Local SEO is included in all plans and is crucial for accounting firms.

We offer flexible website plans designed for different firm sizes and needs:

  • Website Only: $99/month. For firms that need a professionally managed website. Includes a 60-day free trial.
  • Website + Content: $149/month. For firms seeking a website with additional content support.
  • Website + Content + Marketing: $199/month for Do It Yourself (DIY) or $299/month for Do It For You (DIFU). Choose the delivery model that fits your team’s resources.
  • Website + Content Marketing + Business Development: $249/month for DIY or $499/month for DIFU. For firms seeking broader marketing and business development support.
  • Custom Plan: Contact us for pricing. A tailored solution based on your firm’s requirements.

Annual billing offers discounted rates, starting at $89/month, billed annually at $1,068, for Website Only. The 60-day free trial applies exclusively to the Website Only plan.

Payment timing depends on your selected plan:

  • Essential and Advanced Plans: Your first payment is charged on the 61st day after your website goes live.
  • Custom Plan: Your first payment is charged once your website is fully developed and launched. Since custom websites typically take 1-3 weeks to build based on your specific requirements, billing begins immediately upon launch completion.

No setup fees, no hidden costs, completely transparent pricing. Your monthly plan fee includes everything: unique custom design, content writing for 250+ pre-built pages, hosting and performance optimization, SSL certificate and security, SEO setup and optimization, Google Analytics and Search Console integration, AI chatbot setup, tax resources and calculators, dedicated webmaster support, and regular maintenance and updates.

The only time additional costs apply is if you request features beyond your plan (easily upgraded anytime) or purchase add-on services like digital marketing

Yes, plans are fully flexible You can upgrade from Essential to Advanced or Custom anytime to access more features - changes take effect immediately. If you need to downgrade temporarily, we can adjust your plan accordingly.

Our standard billing is monthly which gives you the flexibility, with no long-term commitments.

The Tax Center (available in Advanced and Custom plans) is a comprehensive resource hub that establishes your firm as a tax authority. It includes:

  • Dynamic tax updates with IRS changes
  • Federal & state tax due dates calendar
  • Comprehensive tax rates guide by jurisdiction
  • Links to state tax refund tracking pages
  • Tax record retention guide for clients
  • Marginal & effective tax rates calculator
  • Multiple tax calculators (income, self-employment, capital gains, estate, sales, AMT, etc.)
  • Tax forms & publications library
  • Latest IRS updates feed

We include an extensive library of 100+ financial calculators designed specifically for accounting firm websites:

  • Tax Calculators: Income tax, self-employment tax, capital gains, estate tax, sales tax, withholding, AMT, depreciation, tax bracket, foreign tax credit
  • Payroll Calculators: Salary to hourly wage, overtime pay, payroll tax withholding, benefit cost allocation, bonus allocation, commission structure, shift differential, reimbursement, time and attendance
  • Financial Planning: Retirement, investment growth, budget, loan amortization, mortgage, savings goal, compound interest, net worth, education savings, cash flow
  • Investment & Return: ROI, IRR, NPV, payback period, profit margin, dividend yield, P/E ratio, EPS, beta, liquidity ratio
  • Business & Operational: Break-even, markup and margin, inventory turnover, working capital, cost-benefit analysis, EBITDA, debt-to-equity ratio, pricing strategy, CapEx
  • And many more including depreciation schedules, loan calculators, budgeting tools, and specialized accounting calculators.

Our AI Chatbot provides 24/7 instant responses to common client questions, captures leads after hours, and reduces your administrative workload.

The chatbot learns your firm's services, processes, and expertise to provide personalized answers - like having a knowledgeable receptionist working 24/7. Prospects get instant answers to "What are your tax preparation fees?" or "Do you handle S-Corp returns?" even at 11 PM on Sunday.

Yes, with the Custom plan ($199/month and above). We integrate major payment gateways including PayPal, Stripe, Square, and RazorPay. You can accept credit/debit card payments for consultations, retainers, invoice payments, or digital products/services.

All payment pages are secure, responsive, and PCI DSS compliant to protect financial information. This feature helps you offer paid consultations, subscription CAS services, or digital product sales directly through your website-creating additional revenue streams beyond traditional hourly billing.

Yes! Included in your plan:

  • Essential plan: 0 blogs included (can purchase separately through pay-as-you-go at $99/blog)
  • Advanced plan: 1 unique blog per month written by experts
  • Custom plan: 2 unique blogs per month

All Blogs are written by accounting industry experts and reviewed for technical accuracy.

Our plans include valuable practice management resources:

  • Tax Organizer to streamline client data collection
  • Educational Guides explaining complex tax and accounting concepts
  • Standard Engagement Letter templates
  • Personalized Engagement Letter templates (Custom)
  • 100 Tax Strategies  library
  • 200+ Tax Strategies library

These resources help you streamline operations, educate clients, and position your firm as a comprehensive advisor rather than just a compliance provider.

Every client receives dedicated support: 24/7 technical support, dedicated webmaster assigned to your account, email and chat support, security monitoring, regular software updates, website uptime monitoring.

Our average response time is under 2 to 24 hours for standard requests. You'll have a dedicated webmaster who knows your business and can make updates quickly.

Unlike competitors who use ticket systems or rotating support staff, you get a specific person assigned to your account across all plans (even at $69/month). Your dedicated webmaster learns your firm's brand, services, preferences, and goals.

They handle all technical updates, content changes, security monitoring, performance optimization, and troubleshooting. You communicate directly with someone who knows your business - not explaining your needs to different support staff each time. This personalized approach saves you time and ensures consistent, high-quality service.

Your website receives automatic daily backups to secure cloud storage, maintaining backup history. If anything goes wrong - accidental deletion, plugin conflict, security incident - we can restore your site to any point in the past month within minutes. Backups include all content, images, databases, design files, and configurations.

Regular maintenance includes:

  • Security Updates: Core WordPress, themes, and plugins updated to latest secure versions
  • Performance Checks:  Web speed analysis, mobile responsiveness testing, broken link monitoring
  • SEO Monitoring:  Search Console review, keyword ranking checks, traffic analysis
  • Content Review: Checking for outdated information, reviewing forms and calculators
  • Analytics Review:  Traffic patterns, conversion analysis, user behavior insights
  • Proactive Optimization:  Identifying improvement opportunities before issues arise

This preventative approach keeps your website running smoothly and helps avoid problems before they impact visitors or search rankings.

Yes, comprehensive compliance is built into every plan:

Privacy & Data Protection:

  • GDPR compliance (EU/UK regulations)
  • CCPA/CPRA compliance (California)
  • VCDPA (Virginia), PIPEDA (Canada), LGPD (Brazil)
  • CTDPA (Connecticut), CPA (Colorado), UCPA (Utah)
  • PDPL, POPIA, nFADP, PDPA (various international)

Accessibility:

  • ADA compliance (Americans with Disabilities Act)
  • WCAG 2.1 standards (Web Content Accessibility Guidelines)
  • Screen reader compatibility
  • Keyboard navigation support
  • Proper heading structure and alt text
  • Color contrast ratios for visually impaired users

Cookie & Consent Management:

  • Automated website scanning for cookies and trackers
  • Customizable cookie-consent banner
  • Automatic blocking of non-essential cookies until user consent
  • Centralized consent log recording all user preferences
  • Cookie policy and privacy policy generator
  • Ability for users to revisit or withdraw consent anytime
  • Exportable consent log for regulatory compliance
  • Google Consent Mode v2.2 and IAB TCF v2.2 integration
  • Global Privacy Control (GPC) and Do Not Track (DNT) support

Industry Compliance:

  • Content follows AICPA advertising ethics guidelines
  • Compliance with state board advertising rules
  • Professional tone and accuracy standards
  • No misleading claims or guarantees

This comprehensive compliance protects you from legal issues and builds client trust by demonstrating your commitment to data protection.

Yes! Every plan includes:

  • Privacy Policy Page: Customizable template explaining how you collect, store, and protect visitor/client data
  • Cookie Policy Page: Details about website cookie usage and tracking
  • Terms of Service/Disclaimer Page: Outlines limitations of liability and legal notices

Client portal integration is included in all plans. We can connect your website to your existing client portal - SafeSend, ShareFile, SmartVault, etc.

All plans include comprehensive page structures tailored for accounting firms:

Core Pages (All Plans):

  • Home page with customized messaging
  • About Us with firm history and mission
  • Leadership Profile Pages for partners/CPAs
  • Services pages (tax, audit, bookkeeping, advisory, etc.)
  • Industries pages showcasing sector expertise
  • Resources library
  • Contact Us with form and map
  • Testimonials showcase
  • Careers/Employment Opportunities
  • FAQs
  • Client Portal integration
  • News/Updates
  • Privacy Policy, Cookie Policy, Terms of Service
  • Portfolio/Case Studies
  • Schedule a Consultation booking page
  • Leave Us A Review page
  • Thank You confirmation pages

Advanced/Custom Plans Add:

  • Newsletters archive page
  • Dedicated pages for each office location/city
  • Referral program page
  • Multiple service landing pages
  • Industry-specific resource hubs

 Yes! Especially valuable for multi-location firms. We can create dedicated pages for each city/office location featuring:

  • Location-specific contact information and address
  • Embedded Google Map for directions
  • Local staff and leadership profiles
  • City/region-specific service information
  • Local SEO optimization for "[city] CPA" searches
  • Unique content to avoid duplicate content penalties
  • Local testimonials and case studies
  • Community involvement highlights

This approach dramatically improves local search visibility and helps each location rank independently in their geographic area - essential for firms serving multiple cities or regions.

Yes! Content writing is included - no DIY required. Our team creates:

  • Custom homepage and service page copy tailored to your firm
  • About Us and leadership bio content (based on information you provide)
  • SEO-optimized service descriptions for tax, audit, bookkeeping, advisory, etc.
  • Industry-specific pages highlighting your sector expertise
  • FAQ sections addressing common client questions
  • Blog articles (1-2 per month depending on plan)
  • Meta descriptions and page titles for SEO

All content is written in professional, client-friendly language that demonstrates expertise while remaining accessible. We understand accounting terminology, compliance requirements, and how to communicate complex financial concepts clearly.

Yes! Email automation is built into all plans:

  • Integration with existing email to receive lead notifications
  • Mobile responsive email designs
  • Automated welcome emails for new subscribers
  • Double or single opt-in subscription options
  • Subscription form design and website integration
  • Trigger-based email automation (form submissions, downloads, etc.)
  • Automated subscription confirmation emails
  • Integration with blogs for automatic content updates to subscribers
  • Newsletter archives page for past editions
  • GDPR-compliant subscriber data management
  • Custom thank-you pages post-subscription
  • Multi-device compatibility testing
  • Web-based email viewer
  • Create, import, and export contact lists

This comprehensive email infrastructure helps you nurture leads and maintain client relationships through automated, professional communications.

We integrate with popular CRMs and practice management systems including:

  • CRMs: HubSpot, Salesforce, Zoho, Keap, GoHighLevel, Pipedrive
  • Accounting Software: QuickBooks, Xero, Sage
  • Client Portals: SafeSend, ShareFile, SmartVault, FileCenter
  • Email Platforms: Mailchimp, Constant Contact, ActiveCampaign
  • Booking Systems: Calendly, Acuity Scheduling

Custom plan AI Chatbot includes full CRM integration, automatically capturing leads from conversations and creating contact records in your system. This creates seamless workflows where website inquiries automatically enter your client management process without manual data entry.

Yes! Google Business Profile integration is crucial for local SEO and included in all plans:

  • Setup and verification of your Google Business Profile
  • Ensuring consistent NAP (Name, Address, Phone) information
  • Linking your website to your Google profile
  • Schema markup for local business visibility
  • Integration of Google Maps on contact/location pages
  • Driving traffic between your Google listing and website
  • Review integration (displaying Google reviews on website)
  • Posts synchronization (Custom plan with Review Management)

This integration ensures clients can easily find you on Google Maps, see your reviews, and navigate seamlessly between your Google presence and website.

 Comprehensive analytics are included in all plans:

Traffic Overview:

  • Total visitors and unique visitors
  • Page views and popular pages
  • Traffic sources (organic search, direct, social, referrals, paid ads)
  • Geographic data (location, demographics)
  • New vs. returning visitors
  • Bounce rate and average session duration
  • Device and browser usage statistics

All analytics are presented through your user-friendly dashboard with monthly performance reports in your GoHighLevel Dashboard.

Comprehensive lead tracking is built into all plans:

  • Google Analytics Goal Conversion tracking for form submissions
  • Integration with Google Search Console to see what searches bring visitors
  • Form submission notifications sent instantly to your email
  • Contact form data captured with source tracking (which page, campaign, or keyword generated the lead)
  • Appointment booking tracking
  • AI Chatbot conversation logging

CRM Integration automatically creates contact records for every lead, tracking the complete customer journey from first website visit through conversion. You'll know exactly which marketing efforts generate the most valuable leads.

Yes! SEO performance tracking is included:

  • Google Search Console integration showing actual search queries that drive clicks
  • Keyword ranking monitoring for your target terms
  • Search impression and click-through rate data
  • Competitive keyword analysis
  • Local search performance ("near me" queries)
  • Monthly keyword performance reports (Advanced/Custom)

This data helps you understand what prospects are searching for and how visible your firm is for valuable accounting-related keywords in your market. We use these insights to continuously refine your SEO strategy.