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Accountants, bookkeepers and tax preparers

A website that books the first call and keeps the papers off

A new client wants to know what you charge, whether you’re credentialed and how to start. Post the prices, book the first call, and say plainly where to send documents, which is never a contact form.

The plan with the add-ons we’d suggest: $17 a month billed yearly ($21 month to month).

A site like yours, already built

See it working

Each example is a made-up business on a real SiteBrite site. Open it, click through its pages on your phone, then try its editor.

  • sitebrite-demo-clarity.pages.dev
    Clarity design

    Mercer & Lindqvist Tax & Accounting

    A small tax and accounting firm

    • Fees and monthly packages posted with starting prices
    • First calls and year-end check-ups booked online
    • Workshops with sign-ups, and deadline reminders by email
Put it to work

How an accounting or tax practice uses it

Start with the plan alone and add what you need when you need it. Nothing here is a separate login.

  1. Post what you charge

    In the plan

    A price list with flat starting prices for the common returns, monthly bookkeeping and payroll packages, and a note that fees are never based on the size of a refund. Accountants may publish fees, and almost none do, so the page answers the search before a competitor’s does.

  2. Book the free first call online

    Bookings & RSVPs · +$5/mo

    A short first call, a year-end check-up, a planning meeting and a paper drop-off as appointments with a person’s name on each. Paid ones are billed by invoice afterward, so nobody enters card details on the first visit.

  3. Explain your credentials

    In the plan

    CPA, enrolled agent and preparer tax identification number mean different things, so say which each person holds and link to the IRS page on choosing a tax professional. Your state license goes in the footer on every page.

  4. Keep papers and Social Security numbers off the form

    In the plan

    The contact form asks only for a name, a phone number, an email, the kind of work and a best time to call, with no message box. Pages say where documents go: your client portal, never email or a contact form.

  5. Put the deadlines where clients look

    In the plan

    The tax dates, extensions and the year-end check-up window on one page, and a short post when something changes, like open enrollment.

  6. Run free workshops

    Bookings & RSVPs · +$5/mo

    A small-business tax basics evening or a year-end planning session with a limited number of spots and a waitlist. Sign-ups come with an email address for the next one.

  7. Remind clients before the dates that matter

    Newsletter sending · +$4/mo

    Quarterly estimates, year-end moves, what to bring in January. Everyone who signs up goes on your contacts list, and a short newsletter reaches them without a separate email service. Say these are general notes, not tax advice.

  8. Say it isn’t advice, and say how you protect their information

    In the plan

    A short notice that the site is general information, and a privacy page that says what you collect and how you store it. Those pages are part of the plain plan.

The suite

What it adds up to

The plan with the add-ons we’d suggest costs $17 a month billed yearly, or $21 month to month.

$17/mobilled yearly · $21 month to month

  • Website plan$8
  • Bookings & RSVPs$5
  • Newsletter sending$4
What these tools cost separately, and here
Instead ofOn its ownHere
Online booking$10/mo Calendly Standard$5/mo
Email newsletters$13/mo Mailchimp Essentials, 500 contacts$4/mo

About $23 a month on their own, for one person, as listed in October 2026. Check each company’s site for current pricing.

Build with

Pictures, icons and tools in your colors

SiteBrite Studio is a free library of illustrations, icons and avatars that take on your brand colors, plus tools for signs, QR codes and more. They’re the same pictures your site uses, so a flyer or an Instagram post matches it.

Everyday icons for hours, calls and documents

  • Phone
  • Clock
  • Map pin
  • Calendar check
  • Calculator
  • Document
  • Shield check
  • Padlock

See the whole set

Questions

What owners ask

No, and the site shouldn’t take them. Keep your client portal for documents and link to it from the footer and the contact page. The site’s forms are for scheduling a call, not for papers or Social Security numbers.

Yes. A price list can hold flat starting prices and monthly packages, with the date it was last updated. Say what moves a price and that fees don’t depend on the size of a refund.

Not for the website. Billing and engagement letters live in your practice software. The plain plan plus bookings and newsletters covers booking the first call and keeping clients informed.

More kinds of business · All the examples · Pricing

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