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Software package

Accountant website package

A website for a sole practitioner or small bookkeeping practice with service pages that state what each engagement includes, a fee enquiry form that asks the qualifying questions up front, a secure upload area for prospects, discovery call booking from your diary, a deadline calendar you maintain and a guides library, ready to fill with your own content.

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Who it is for

Built for

A good fit

Sole-practitioner accountants, bookkeepers and firms of up to a handful of people whose site needs to qualify an enquiry before anyone picks up the phone. It suits the practitioner who answers enquiries between client work, the administrator who keeps the guides and deadline entries current and books calls, and the prospect who wants to know what an engagement includes and send a document without hunting for an email address.

Not the right fit

It is not for multi-partner practices that need a client portal with document requests, approvals and job scheduling, which the accounting practice portal package covers. It is also not for firms that want to publish fee tables generated from a calculator, or that need enquiries routed to different partners by business type; both are custom work through the service page.

The operational problem it solves

How it runs, step by step

A prospect searching for a bookkeeper for her café finds the practice at nine in the evening.

  1. The monthly bookkeeping service page tells her what is included, what she is expected to send each month and what is not covered, so she knows before she asks.

  2. The fee enquiry form asks her business type, turnover band, whether she has staff and which services she wants, and lets her upload last year’s accounts into a private area rather than attaching them to a message.

  3. The practitioner gets a notification with every answer already in it, and the files are waiting in the upload area with a log of who has opened them.

Next morning the practitioner reads the enquiry over coffee, decides it is a fit and sends the booking link; the prospect picks a discovery call slot from the diary that afternoon and both receive a confirmation.

  1. After the call the proposal goes out from the practice’s own tools, outside the site.

  2. Meanwhile the administrator updates the deadline calendar for the coming quarter, marks each entry with the date it was reviewed, and the clients who opted in receive the reminder a fortnight ahead.

  3. She adds a new guide on record keeping to the library under the right topic, and the qualifications block on the about page shows the practitioner’s current body membership from the record she keeps up to date.

Features

What the package does

The package is organised as modules that follow a prospect from first visit to booked call, and the content the practice keeps current behind it: service pages and engagement scope, fee enquiry and routing, secure upload, discovery call booking, the deadline calendar and the guides library. Each module below lists what it does; the comparison table shows which package variant includes it.

Content and editorial

  • Service pages with engagement scopeEach service page has a structured block stating what the engagement covers, so prospects know what they are asking for.
  • Guides and templates libraryGuides and templates organised by topic, so visitors can help themselves and see your expertise.

Forms and requests

  • Fee enquiry formProspects give their business type, turnover band and the services they want, so you can respond with a relevant fee discussion.

Documents and cases

  • Secure document upload for prospectsProspects send documents through the site, you are notified, and access to them is logged.
  • Engagement letter e-signatureAfter an offline proposal the prospect signs the engagement letter electronically.

Bookings and diary

  • Discovery call bookingProspects book a discovery call from your diary and receive a confirmation.

Scheduling

  • Deadline calendar with remindersA calendar of deadlines that you maintain, with an opt-in for visitors who want reminders.

Compliance and records

  • Qualifications and membershipsQualifications and professional body memberships are shown from one maintained record, so they stay accurate across pages.

Integrations

  • Enquiry delivery to practice management or CRMEnquiries can go straight into your practice management or CRM system.

Messaging and notifications

  • Newsletter sign-up and sendingVisitors sign up for deadline and guide updates that you can send from the site.

Roles and permissions

Who does what

  • Practice owner

    • Write and edit service pages and the engagement scope for each
    • Read enquiries with the answers and uploaded files attached
    • Set the questions on the fee enquiry form and where notifications go
    • Maintain qualifications and body membership records shown on the site

  • Administrator

    • Maintain deadline calendar entries and the review date on each
    • Add and organise guides and templates in the library
    • Manage discovery call availability and confirmations
    • Set retention for prospect uploads and remove files when due

  • Prospective client

    • Read what each service includes before enquiring
    • Submit a fee enquiry by business type and turnover band
    • Upload documents securely and receive confirmation
    • Book a discovery call and opt in to deadline reminders

Example screen

Concept demo

Concept demo of the accountant website enquiry view showing qualifying answers, securely uploaded files and a booking link.

The enquiry view as the practitioner sees it: the prospect’s business type, turnover band and services wanted, the uploaded files with an access log, and a button to send the discovery call booking link.

Scope and options

What is included and what is extra

In the base package

  • Service pages with a structured engagement scope block
  • Fee enquiry form by business type, turnover band and services wanted
  • Secure document upload for prospects with notifications and access logging
  • Discovery call booking from one diary with confirmations
  • Deadline calendar maintained by the firm with reminder opt-in
  • Guides and templates library organised by topic
  • Qualifications and body memberships block from a maintained record

Common add-ons

  • Enquiry delivery into a practice management or CRM system
  • Engagement letter e-signature step after an offline proposal
  • Newsletter sign-up and sending for deadline and guide updates

Needs custom work

  • Enquiry routing by business type across several partners or brands
  • Fee indications calculated from form answers
  • A client portal with document requests and approvals
See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on your own hosting or on hosting we manage for you; the choice is made in the proposal and can change later. In both cases you own the code, the content and the enquiry records. Service content, guides, deadline entries and enquiry history can be exported at any time in standard formats, and uploaded files are stored where you can retrieve them in bulk, so nothing stops you moving the site to another provider.

Maintenance

Maintenance is optional and scoped separately from the build. When taken, it covers security updates to the platform and its dependencies, monitoring of enquiry notifications, upload storage and the booking connection, backups, and a monthly window for small changes such as a new service page, a change to the enquiry questions or a reorganised library. Larger changes are quoted as change requests against the original scope.

Pricing model

Priced per proposal.

The package is sold as a one-off setup and customisation, with optional monthly maintenance and hosting as separate recurring lines. The setup figure depends on the number of service pages, the add-ons selected, the diary and practice systems to connect, how much existing content is migrated and whether you host it yourself. Your proposal states each line separately.

Prefer a fully custom build?

Accountant website development

Custom practice websites for accountants and bookkeepers whose enquiry handling, document intake and deadline content need to work as part of the practice, not sit beside it.

View the service

FAQ

Frequently asked questions

Can we show our fees on the site?

You can write fees into any service page as your own content, or leave them to the enquiry. The package does not calculate a fee from the form answers; that is custom work.

What happens to documents a prospect uploads if they never become a client?

They are held in the secure area under the retention period the administrator sets, and removed when it ends. The access log shows who opened each file in the meantime.

Does the deadline calendar know the official dates?

No. It shows the entries your firm has entered, each with the date you last reviewed it. The package provides the editing screens, the reminder opt-in and the feed; the firm is responsible for the accuracy of the dates.

Can the enquiry go straight into our practice software?

With the practice system add-on, yes, where the system accepts new records through an interface. Otherwise enquiries arrive by notification and are kept in the site for export.

Does it work on a phone?

Yes. The service pages, enquiry form, upload step and call booking are designed for a prospect on a phone first; the editing screens are designed for a desk.

Is this a finished product I can see running?

Not yet. The readiness badge shows the real state: the package is a custom build assembled from our content, forms, documents and bookings modules for each practice, and the example on this page is a labelled concept demo rather than a live site.

We have two partners who handle different kinds of client. Can enquiries go to the right one?

The package sends every enquiry to one destination and offers slots from one diary. Routing by business type across partners or brands is custom work handled through the custom accountant website service.

Get a quote for Accountant website package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.

Get a quote for this package
Get a quote for this package

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