Halowright

CPA firm website design · Accountant SEO · AI for CPA firms

CPA firm website design, accountant SEO and AI for tax season and beyond.

For CPA and accounting firms serving businesses and high-income households: a site that attracts the clients you want and politely filters the rest, SEO for advisory and specialty searches, and AI that handles intake, scheduling and document chasing.

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Available to businesses in all 50 states — remote, with one senior point of contact

The problem

Where CPA firm websites lose clients.

  • Tax-season inquiries you can't takeIn the busy months, the phones fill with requests outside your niche or capacity, and every call still takes time.
  • Positioned as just tax prepIf your site leads with tax returns, it's hard to win advisory, CFO and planning work at better margins.
  • Chasing documents by emailMissing documents slow every return. Reminders by hand don't scale when hundreds of clients are behind.
  • Insecure file sharingClients email tax documents because there's no easy secure option, which creates risk for the firm.

Accountant SEO

How clients find a CPA firm.

Accounting searches are seasonal and specialty-driven. Individuals look for a CPA nearby during tax season; business owners search for industry experience, advisory or bookkeeping, often outside tax season. Pages for specific industries and situations win the better clients.

Typical searches (examples, not data):

  • CPA near me
  • CPA for small business [town]
  • tax accountant for real estate investors
  • outsourced CFO services [city]
  • CPA for physicians
  • business tax preparation [town]

AI for CPA firms

AI for CPA firms: what's worth automating.

  • Fit-first intake

    Asks about entity type, industry and needs, books consultations for good fits and politely refers out the rest.

  • Secure document collection

    Sends personalised checklists and reminders, with uploads going to your secure client portal.

  • Engagement and deadline reminders

    Reminders for engagement letters, estimated payments and extension deadlines.

  • Status answers

    Answers is-my-return-done questions with the status your team updates, cutting down repeat calls.

The assistant doesn't give tax advice or answer questions about a specific situation; it books time with a CPA instead. You approve what the assistant knows and says, and it hands off to a person whenever one is needed. It tells people up front that it's an AI. Texts go only to people who contacted you or opted in, with STOP to opt out. Calls are recorded or transcribed only with the notice your state requires. AI can make mistakes, so a person reviews anything important.

CPA firm website design

CPA firm website must-haves.

  • Who you serve and who you don't, in plain language
  • Industry and service pages beyond tax prep
  • A secure client portal link in the header
  • Fees or engagement structure explained
  • Credentials and licensing details
  • A consultation request on every page

Concepts, not client work

Ideas to start from.

Concept designs to show the approach. The businesses in them are fictional; nothing here is a client project or a result.

  • Homepage concept for Aldermoor Estate Law, a fictional estate planning & trusts business in Bergen County, NJDesign sample

    Concept design · fictional business · Estate planning & trusts · Bergen County, NJ

    Aldermoor Estate Law

    A homepage concept for a fictional estate-planning firm. A CPA firm site uses the same trustworthy structure, with industry pages and a secure client login up front.

    • Calm, trustworthy tone for a sensitive decision
    • Flat-fee message and consultation CTA in the first screen
    • Practice areas explained in plain English

    See the before and after for Aldermoor Estate Law

  • Concept mockup of a law firm client portal: case status timeline and documents waiting for e-signature in a browser, plus an AI intake chat for a new matter on a phoneApp concept

    App idea · CPAs & accounting firms

    Client portal for CPA firms

    For firms collecting documents, signatures and payments from hundreds of clients each season.

    • Personalised document checklists with secure uploads
    • E-signatures for engagement letters and filings
    • Return status and invoices clients can check themselves

    See the concept it builds on: Client portal for law firms

Pricing

Pricing for CPA firms.

Starting prices. Every project gets a fixed, written quote after the free audit, so you know the cost before anything starts. Rankings, leads and bookings aren't guaranteed.

Where most CPA firms start

AI fit-first intake and document reminders before tax season, then a redesign that positions your advisory and industry work. Ongoing SEO focuses on those specialties.

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FAQ

Questions from CPA firms.

Can AI help during tax season without risking client data?

Yes, when it handles logistics and points uploads to your secure portal. It doesn't need to see tax documents to send reminders, book meetings or answer status questions.

Will fit-first intake turn away good clients?

You set the criteria, and borderline inquiries go to a person. Most firms find it mainly saves time on calls they would decline anyway.

Do you work with our existing portal and practice software?

Usually. Many accounting portals and practice management tools offer links or integrations. I check yours during the audit.

All 30 industries

Free website audit

See what's costing you clients.

Send your website address. Within 2 business days you get a plain-English report on your site, your Google presence and where AI could help a CPA firm like yours, plus a 15-minute walkthrough if you want one. Free, no obligation.

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