Fully managed websites for tax preparation and resolution firms, from $137 a month.

Book a demo

Case study, estates, trusts and complex returns

A grown-up way to change the tax appointment intake page

With tax appointment intake, both parties review the same explicit version of a change. Routine updates are checked against an approved request rather than reconstructed from a chain of clarifying messages.

Book a demoPlans from $137 a month

The case file File 16

Practice
High earner tax advisory practice
Where
Knoxville, Tennessee
Size
8 staff; one locally managed operation
Timeline
25 working days after content approval, including staff review and handover
Covered on
Every plan
In their words
Timothy Wyndham, scheduling coordinator

The docket

From the first problem to what changed

Four entries, in the order they happened, written from the practice's own record of the work.

  1. Starting point

    Edit requests for tax appointment intake content arrived without the text they referred to. Interpretation filled the gap, sometimes wrongly.

  2. The problem

    When it comes to tax appointment intake, publishers guessed at intent; approvers signed off wording they had not properly seen. Errors slipped through a process with no shared reference point.

  3. What we built

    A short request format now records page, current wording, proposed wording and approver. Changes touching appointment preparation and the secure document process clear the same review before going live.

  4. What changed

    With tax appointment intake, both parties review the same explicit version of a change. Routine updates are checked against an approved request rather than reconstructed from a chain of clarifying messages.

What went into it

The parts of the build

As the practice listed them, then the TaxFirmWebStudio features they come from, on every plan.

I see precisely what will change on the tax appointment intake page before it does. The informality has been replaced with a record.

Timothy WyndhamScheduling coordinator, high earner tax advisory practiceKnoxville, Tennessee

Answers

Questions about this case

How long did this work take?

25 working days after content approval, including staff review and handover. The practice approved its own wording before anything was published.

Which plan covers this kind of work?

Every plan. The parts of the build this case used (weekly updates for the details that change every season) are included on The Front Desk, The Busy Season, The Year-Round Practice.

Did this change anything about the practice's tax work?

No. This was website work: how the site explains the practice and how an inquiry reaches the right person. We are not a tax preparation, tax resolution or accounting firm, and the pages were worded so they never promise a tax outcome. Anything specific to a client's situation stays in a conversation with the practice.

Why is the practice not named?

Case studies on this site describe the kind of practice, its region and its size, never the business name, its logo or its web address. The person quoted agreed to be named with their role.

More case files

Related case studies

Other practices that asked for the same kind of help, closest match first.

All 20 case studies

Services behind this case

Want the same fix on your site?

A live walk-through of the site your practice would get, in about 30 minutes. Plans from $137 a month, the $797 build fee invoiced only after launch, domain and hosting included.

Book a demoAll case studies

We build and manage the website. We are not a tax preparation, tax resolution or accounting firm, and nothing on this page is tax advice.