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Software for accountants

Business website for accountants

Here is what the business website does for accounting firms. A fast, mobile-first website with WhatsApp and contact buttons and basic SEO. It's built for one familiar headache: clients send receipts and bank statements late, in every format.

Where accounting firms lose time today

Clients send receipts and bank statements late, in every format. It sounds small, but for accounting firms it repeats every week. The business website takes it over.

What it looks like in practice

Take a three-person bookkeeping practice as an example. A client searches on their phone while you're deep in year-end season. The site loads fast, shows what you do and your prices or range, and has one clear button to get in touch. Their message lands in Outlook.

How it works for accountants

For a three-person bookkeeping practice, the flow is short and predictable.

  1. We agree pages, content and the main action you want visitors to take.
  2. I design and build it, mobile first.
  3. Contact forms connect to Outlook.
  4. Basic SEO, speed and analytics are set up.
  5. You get it live with notes on how to edit it.

Tools it connects to

For accounting firms, I usually connect it to Karbon, Outlook and HubSpot. It runs on HTML and Cloudflare Pages behind the scenes.

  • Karbon
  • Outlook
  • HubSpot

Questions from accounting firms

Does the business website work with Karbon?

It depends on your Karbon plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.

How is client data handled?

For the business website, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.

What happens if something breaks?

The business website sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.

Want this for your accounting business?

Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

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