Description

CPA Tax 2023 Website is a DFY (done for you) CMS/CRM website solution for serving your clients and generate more business.

Here are some benefits for your clients:

• Convenient appointment scheduling with our multi-employee, multi-service calendar
• Payment integration for hassle-free transactions
• Automated responders and remainders to keep your clients informed and on track
• Listed and explained services to help your clients understand what you offer
• Listed FAQ and relevant blog posts to answer common questions

Website features and benefits:

• Professional site layout for a polished, professional appearance
• Integrated forms with CRM to keep your client information organized and accessible
• Forms with client’s digital signature for convenience of signing documents on the website
• Easy CMS content management system to help you keep your website up to date
• Integrated simple appointment booking with key personas
• Integrated complex (multiple) service booking (multiple: offices, employees, services, time slots, holidays, payments, etc.)
• Group appointments (book a meeting with more than one person)
• Automatic invoicing and taxation of scheduled and processed appointments
• Integrated ZOOM API for remote sessions with clients (free and paid)
• Integrated email system and SMS to stay connected with your clients, send appointment reminders, notifications, and more
• Integrated analytics to help you understand your website’s performance
• Integrated ecommerce capabilities to sell both digital and physical products
• Integrated legal hub with all compliant GDPR, CCPA, Cookie (opt-out functionality), and legal pages – policies
• Integrated ADA (Americans with disabilities) functionality / widget – for people with impairments (round blue icon on the left hand side in the middle / height of the screen) – this saves you from potential lawsuits
• CPA-tax glossary with form downloads to provide your clients with valuable resources
• Integrated website SEO to help you reach more clients
• Integrated website security to keep your website safe and secure from hackers
• Integrated website backups to save your website’s latest changes
• Integrated database backups to prevent information loss
• Integrated social media channels to expand your reach even further (share new content to connected social channels with one click: Facebook, Twitter, LinkedIn, Pinterest, Telegram, Reddit, and many more)

What we will need from you to setup the website asap?

• Access to your Gmail email – you can create a new one to use for this website only (this will be used to setup email automation, analytics, calendar, hosting. Google map API, Gmail API)
• List of your offices (addresses), list of services you offer (and duration for each service: ex. personal tax = 45 min), list of employees (their contact info email/phone and hours of availability and services they provide) – to setup appointment booking calendar
• Twilio account or we use the Gmail to create one – this is used for automated SMS notifications when appointment is booked or for upcoming reminder
• Payment methods: local (at your office), PayPal, Stripe (Visa, Mastercard, AmEx credit cards)

Don’t let the inconvenience of an outdated website hold you back any longer.
Upgrade to our ready-made website and start enjoying the benefits of a modern, convenient website today!

After you purchase, you will get instructions on what info we need from you to setup your website for you.

Our delivery time is about one week from the time of purchase.