For tax preparers and tax advisers
A tax preparer website that books the season and collects the documents
Clients want a slot in season, a price for their return, and a way to send documents. The site has to book, price and collect securely.
One job, done properly
Tax preparation is a season of appointments and documents. Clients want a slot that fits, a price for their kind of return, and a safe way to send their paperwork before they come. A tax practice site that books the appointment, states fees by return type, and collects documents through a secure portal runs the season without the phone and the email attachments.
We build tax practice sites for the season and the rest of the year. Appointment booking. Fees by return type. Secure document upload. Checklist of what to bring. Credentials displayed. Planning and advisory pages for the off-season. Deadlines calendar. And reviews.
The problems we hear most from tax preparers
Documents arriving by email
Secure portal upload, stated on the site.
Phone booking in the rush
Online appointment booking with reminders.
Nothing to sell after the deadline
Planning and advisory pages for the rest of the year.
What a tax practice website must get right
Appointment booking
Calendly, Acuity or practice software.
Fees by return type
From-prices.
Secure document upload
TaxDome, Canopy or SmartVault.
What-to-bring checklist
Per return type.
Credentials
Displayed.
Off-season pages and deadlines
Planning; calendar.
Works with what you already use
If your team already knows one of these, you keep it. We embed it, style it to match, and connect the calendar.
- TaxDome
- Canopy
- Calendly
- Acuity
Related specialisms
The same build, tuned for a neighbouring practice type. Or go back to professional and financial services in general.
What tax preparers usually ask first
Can clients book and upload documents online?
Yes. Appointments through Calendly, Acuity or your practice software, and documents through a secure portal such as TaxDome, Canopy or SmartVault. Never through email attachments, and the site says so.
Should we state fees?
By return type and complexity, with a from-price. Clients compare and appreciate it.
What about the off-season?
Planning, bookkeeping and advisory pages, so the site earns year-round rather than only in the rush.
Credentials?
Registration or licensing for your country displayed, because tax preparation is regulated in many places and clients check.
Built to the rules and payment habits of your country
Professional regulation, required disclosures and advertising rules differ by country and profession. The country pages below cover what applies where you practise.
- United StatesNine to twelve hours ahead of the US. Your morning is our evening, and we keep those hours for US calls.
- CanadaNine to thirteen hours ahead of Canada. Your morning is our evening, and we keep those hours for calls.
- United KingdomFour to five hours behind us. We overlap for most of your working day.
- AustraliaFive to seven hours ahead of us. Your afternoon is our morning.
- NetherlandsThree hours ahead of you. We overlap for almost the whole working day.
- IrelandFour to five hours behind us. We overlap for most of your working day.
- New ZealandSeven to eight hours ahead of us. Your afternoon is our morning.
- DenmarkOne Danish client already.
- SingaporeThree hours ahead of us. We overlap for almost the whole working day.
- United Arab EmiratesOne hour behind us. We overlap for the entire working day, and we work a Sunday-to-Thursday week when you need it.
- PakistanOur home time zone. Same hours, same city for many of you, and calls or visits are straightforward.
- South AfricaThree hours behind us. We overlap for the whole working day.
- IndiaHalf an hour ahead of us. Same working day, same evenings.
- MalaysiaThree hours ahead of us. We overlap for almost the whole working day.
- SwedenWe work in English.
- NorwayWe work in English.
- GermanyWe work in English.
- AustriaThree to four hours behind us. We overlap for most of your working day.
- SwitzerlandThree to four hours behind us. We overlap for most of your working day.
- BelgiumThree to four hours behind us. We overlap for most of your working day.
- FranceThree to four hours behind us. We overlap for most of your working day.
- SpainWe work in English.
- PortugalFour to five hours behind us. We overlap for most of your working day.
Tell us about your tax practice
What you do, how people book you now, and what is going wrong. You get a fixed price and a live date within one business day, and if we are not the right studio for it, we say so.