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Case study, expat and remote clients

A rebuild that respects existing tax appointment intake links

For tax appointment intake, visitors following years-old links land somewhere sensible. The work is about access preserved, not rankings promised.

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The case file File 15

Practice
Expat tax returns service
Where
Durham, North Carolina
Size
5 staff; one locally managed operation
Timeline
20 working days after content approval, including staff review and handover
Covered on
Every plan
In their words
Wendy Darnley, client onboarding 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

    The old tax appointment intake addresses were embedded in years of emails, printed materials and listings. The rebuild would move nearly all of them.

  2. The problem

    Day to day with tax appointment intake, the business needed to reorganize its content without stranding returning visitors on missing pages. No record existed of which old links mattered most.

  3. What we built

    An inventory of old addresses became a redirect map, checked line by line before launch. The new site covers appointment preparation and the secure document process with labels consistent with its reorganized pages.

  4. What changed

    For tax appointment intake, visitors following years-old links land somewhere sensible. The work is about access preserved, not rankings promised.

What went into it

The parts of the build

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

The old tax appointment intake address is in hundreds of our emails. Knowing exactly where it would redirect was non-negotiable for me.

Wendy DarnleyClient onboarding coordinator, expat tax returns serviceDurham, North Carolina

Answers

Questions about this case

How long did this work take?

20 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 (moving your current site, with every link redirected) 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.

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Services behind this case

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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.

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