Are your clients still sending invoices by email? Secure client portal, document exchange, online consultation booking.
Every day, accounting firms like yours lose time and clients for these reasons. See if they apply to you.
Invoices, tax returns, bank statements: everything arrives by email in different formats, with unreadable file names. Your team spends hours sorting and renaming documents. A dedicated client portal eliminates the chaos and organizes everything automatically.
Email and WeTransfer are not GDPR-compliant for exchanging tax documents. You need access logs, encryption and traceability. A secure client portal protects your clients' data and ensures full compliance with privacy regulations.
“When is the tax deadline?”, “How much do I owe in social security?”, “Where can I find my tax return?”. The same questions, every week. A structured FAQ section and an accessible document area reduce repetitive calls and free up time for high-value activities.
When someone searches "accountant in [city]", they find your competitors. Without a website optimized for local searches, word of mouth remains your only source of new clients. A site with local SEO positions you where potential clients are looking.
A website built for accounting and tax firms: from the client portal to document exchange, everything integrated and GDPR-compliant.
Each client logs in with their own credentials to a private area where they find tax returns, balance sheets and communications. Everything organized by fiscal year, downloadable in one click. No more lost emails or unfindable attachments.
SSL-encrypted uploads and downloads, traceable access logs and automatic notifications. Your clients upload invoices and documents securely, and you receive everything organized and compliant with data protection regulations.
Clients book appointments directly from the website, choosing date, time and consultation type. You receive notifications and automatic reminders. No more phone calls to schedule meetings: the calendar manages itself.
Tax deadlines, social security rates, documents needed for filing: answers to the most frequently asked questions are always available on the site. Clients find information on their own, and your phone stops ringing for the same requests.
Optimization for local searches: when someone searches "accountant in [city]", your firm appears among the top results. Google Business Profile linked to the site, structured data, consistent NAP citations across all professional directories.
Publish articles on deadlines, regulatory updates and tax advice. A regularly updated blog positions your firm as an authoritative reference in your area, attracts new clients through Google and builds loyalty with existing ones through useful content.
Here is the complete workflow: from document upload to client response. Fully automated, fully traceable.
Tell us how new clients find you today and how you exchange documents with them. We tell you what to improve online, with timelines and budget. Reply within one working day.
We will email you within one working day to book the 30 minutes. If it is urgent, message us on WhatsApp.
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