Pay the first monthly invoice
Paid by card through Stripe when you order, and it starts your monthly plan and the build. It is the only payment before launch.
The build, feature by feature
Everything included in a TaxFirm Studio website
Every feature of a TaxFirmWebStudio website for tax preparation and resolution firms, and which of the three plans carries it.
01
Pages that open instantly
Custom-coded pages served from the edge, 90+ PageSpeed guaranteed.
- The problem it solves
- Someone checks your hours from a parking lot on a weak signal, the page takes too long, and they tap the next firm in the results before it ever appears.
- What you have to do
- Nothing. Speed is built in and held after launch, and we keep it there as pages are added.
Why speed is the first feature
A page that opens instantly keeps the visitor who was about to leave. Every page is custom coded, ships almost no JavaScript, and is served from a global edge network, so the site is fast on the day it goes live rather than after someone audits plugins in April. During the first two weeks of a filing season, a slow page is the difference between a booked appointment and a call to the next office in the search results.
What this looks like day to day
Photos are sized and compressed automatically, fonts load without a layout jump, and the mobile menu is the only script of any size on the page. A visitor checking your hours from a parking lot on a phone gets the same instant load as someone browsing from a desktop at home.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
02
A page for every return you prepare
Individual, small business, self-employed and resolution work each get their own page.
- The problem it solves
- A business owner and a first-time filer both land on the same paragraph, and neither of them finds a page written for what they came for, because it was never written.
- What you have to do
- Tell us, once, which returns your firm actually prepares. We write the pages and you approve them before launch.
Why one page per return type outranks one page for everything
A single "Services" page that lists individual returns, business returns and IRS representation in one paragraph ranks for none of them well. A page written specifically about individual tax preparation answers the questions a W-2 filer actually searches, and a separate page for tax resolution speaks to someone reading an IRS notice at midnight. Each page is built from your own service list, not a generic template with the word "tax" swapped in.
What each page includes
A plain-language description of the return type, who it is for, what a first appointment involves, and the documents your firm typically requests, written in your voice and reviewed by you before it goes live. Every return-type page links to your booking or intake form so the next step is never more than one tap away.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
03
A page for every office, mapped and scheduled
Each address gets its own page with hours, directions and the preparers who work there.
- The problem it solves
- Two addresses share one locations page, so the offices compete with each other for the same local result and clients call the wrong one about the wrong hours.
- What you have to do
- Send each office's address, hours and the preparers based there. Changes after that are a message, not a revision.
One page per address, not one page listing every address
A firm with two or three offices loses local search visibility the moment all of them are crammed onto a single "Locations" page. Each office gets its own page with its own address, map embed, hours and LocalBusiness schema, so each address can rank in its own neighborhood instead of competing with its sister offices for the same search result.
Kept current without a revision
Office hours change for the season, a preparer moves between locations, a satellite office opens for twelve weeks and closes again: these are weekly detail updates, not revisions, so the site never shows the wrong address or the wrong hours for the office a client is trying to reach.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
04
Document intake that starts before the first appointment
A structured request form collects what your firm needs and drops it straight into your CRM.
- The problem it solves
- The inquiry arrives as a two-line email in a shared inbox, gets buried during a busy week, and is answered two days later.
- What you have to do
- Give us your document checklist and say where inquiries should land. We build the form and connect it.
Why intake belongs on the website, not just in the office
A visitor who has already been told what to bring arrives at the appointment ready, instead of the appointment being spent hunting for a missing form. The intake form on your site asks the questions your firm actually wants answered first: return type, filing status, whether this is a new or returning client, and the year in question, then routes the submission into the CRM or inbox you already use.
Configured around your own checklist
You supply the document checklist for each return type your firm handles; the form presents it back to the client as a plain list, never as tax guidance, and never as a promise about what the return will need. It is a scheduling and preparation tool, not advice about anyone's specific filing situation.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
05
Weekly updates for the details that change every season
Hours, staff, fees and office changes published every week, at no extra cost.
- The problem it solves
- Extended season hours, a new preparer and a fee change all need updating, and nobody at the practice has a spare half hour in February.
- What you have to do
- Send the detail in whatever form you have it. It is published inside the week and does not use a revision.
What counts as a weekly update
Extended hours during the busiest weeks, a new preparer joining, a credential renewal, a fee schedule change, a satellite office opening or closing for the season: send us the detail in whatever form you have it and it is published within the week, without using one of your monthly revisions.
Why this matters more for a tax practice than most businesses
Few local businesses change their hours, staffing and service list as often across a single year as a tax office does between January and April. A site that cannot keep up with that rhythm ends up telling a client the wrong hours during the exact weeks the phone is ringing the most.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
06
Researched articles, published on your schedule
General-information articles that cite their sources and never give advice.
- The problem it solves
- The blog stopped three posts in, so the questions people search before they call a firm are being answered by somebody else, all year.
- What you have to do
- Review each article before or shortly after it publishes. Corrections go through your client portal.
What the articles cover
Plain-language explanations of how filing categories work in general, what documents a return type typically requires, how a first appointment usually runs, and what a notice from a tax authority generally means before someone decides whether to call a professional. Every figure or claim points at a cited, reputable source, and every article states plainly that it is general information, not advice for an individual reader's situation.
How often, and who approves them
Two articles a week on the first two plans, three a week once the Content Engine is active, each 2,500 to 3,200 words, each reviewed by you before or shortly after it publishes. Articles are written to answer the questions people search before they call a firm, so the site keeps earning visibility outside the busiest weeks of the year.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
07
Hosting, security and uptime, handled
Global hosting with SSL, CDN and DDoS protection included, never billed separately.
- The problem it solves
- A hosting invoice, an SSL renewal notice and a bandwidth warning all arrive in the month your traffic is highest.
- What you have to do
- Nothing. There is no hosting account in your name to manage and no separate bill to pay.
What is included
SSL, a global content delivery network, DDoS protection and unmetered bandwidth are included in every plan. There is no hosting invoice, no SSL renewal notice and no bandwidth overage, even during the weeks your traffic spikes the most.
Why this matters during a traffic spike
Search interest in tax preparation does not arrive evenly across the year: it arrives in a rush. A site built on shared hosting sized for an average month can slow down or fall over exactly when the most people are looking for an appointment. The infrastructure behind this site is sized for that rush from day one.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
08
The AI Engine
An AI receptionist, chat and messaging agent that catches the calls a busy front desk cannot.
- The problem it solves
- The phone rings at seven in the evening, goes to voicemail, and the caller books with the next firm before you hear the message.
- What you have to do
- Approve how it introduces your firm and what it may and may not say. It hands anything that sounds like advice straight to a person at your firm.
What it answers, and what it hands off
On plans that include it, an AI receptionist answers the phone, site chat and text messages to describe your services, take contact and document details, and book an appointment into your calendar. It is configured to never answer a specific tax question and to hand anything that sounds like advice straight to a person at your firm, with a summary of the call ready before you call back.
Built for the weeks a front desk cannot keep up
During the first two weeks of a filing season, hold times on a single phone line stretch fast. The AI Engine answers the call that would otherwise go to voicemail, takes the same details your front desk would ask for, and drops it into your CRM so nothing waits until the next morning to be returned.
Included on:The Busy SeasonThe Year-Round Practice
09
The Content Engine
Year-round content and a managed Google Business Profile, so visibility does not end with the season.
- The problem it solves
- The practice disappears online between seasons, and the visibility has to be rebuilt from nothing every January.
- What you have to do
- Approve the content calendar. Posts, reels and the Google Business Profile are run by the studio.
Content that keeps working after the deadline passes
Three researched articles a week, social image posts and short video reels keep the firm visible in the months most tax offices go quiet online. A practice that only publishes during filing season loses the search visibility it built, right as the next season starts building again.
The Google Business Profile, kept active
Every office's Google Business Profile is kept accurate and active by the studio: hours, posts, photos and responses to reviews, so the listing that shows up first in a local search always reflects the practice as it actually runs today.
Included on:The Year-Round Practice
10
The season readiness checklist
A configurable checklist tool that tells a visitor what to have ready before their appointment.
- The problem it solves
- The first appointment of the day is spent hunting for a document the client did not know to bring.
- What you have to do
- Supply the checklist items for each return type once. We turn them into the tool and keep them current.
What the tool does
Your firm supplies the checklist items for each return type: prior year return, income statements, deduction records, business ledgers, whatever your intake process actually asks for. The tool presents that list back to a visitor before their appointment as your own firm's preparation guidance, never as a generic or automated recommendation about their situation.
Why a checklist tool beats a static PDF
A checklist chosen by return type, viewable on a phone in the car before an appointment, gets read more often than a PDF buried on a page nobody scrolls to. It is one of the pages we build first, because it is the single page most likely to make an appointment run faster for both sides.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
11
Booking and your CRM, connected
A booking calendar on the site and every inquiry written straight into the system your team already uses.
- The problem it solves
- Appointments are booked by phone during business hours only, and the inquiries that do arrive land in a shared inbox where they get lost during the weeks the phone does not stop.
- What you have to do
- Tell us which CRM or inbox you use and which calendar you book into. The connection is made during the build and tested before launch.
Booking that works at nine at night
A booking calendar sits on the site so a visitor comparing three firms at nine in the evening can take an appointment instead of promising themselves they will call tomorrow. If your practice already books through a calendar tool, that one is embedded rather than replaced, so appointments, reminders and confirmations carry on exactly as they do now.
Every inquiry becomes a record, not an email
Form submissions are written into the CRM you already use, by direct API, Zapier or Make, with the return type and the office already attached to the record. Nothing about your existing pipelines, automations or follow-up messages has to change, because the trigger point is the same record it has always been. The difference is that the record now arrives complete.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
12
A free domain, registered in your firm's name
One domain included for as long as your plan is active, owned by you, transferred free if you ever leave.
- The problem it solves
- A previous agency or builder registered the domain in their own account, and the practice discovers it does not control its own address at the worst possible moment.
- What you have to do
- Nothing, unless you already own a domain. In that case tell us and we point it at the new site instead.
Registered to you, not to us
One domain is included free for as long as your plan is active and it is registered in your firm's name through Cloudflare Registrar or Spaceship, so you own it outright. This is not a technicality. A practice that does not control its own domain cannot move its site, cannot move its email and cannot leave a vendor it has stopped being happy with.
Keep the address people already know
If you already have a domain, we point it at the new site and nothing changes for anyone who has your card or a bookmark. Your email records live on the domain rather than on the website, so changing what the domain points at does not touch them at all. If you ever leave, tell us where to send the domain and we transfer it at no charge, with your content.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
13
Moving your current site, with every link redirected
Content carried forward, every old page address mapped to its new equivalent, nothing left as a dead link.
- The problem it solves
- Replacing a site that has been up for years means losing the links clients have bookmarked, the directory listings pointing at old pages, and whatever search visibility those pages had built.
- What you have to do
- Send us your current site address and say what you want carried forward. Redirect planning happens during onboarding, so it adds no time to the build.
What moves, and what stays exactly where it is
Your domain stays yours throughout; only the site behind it changes. Content worth carrying forward, such as return-type descriptions, staff bios and existing articles, is rebuilt inside the new structure rather than discarded. We audit every page on the old site before anything is retired, so the decision about what to keep is made deliberately rather than by omission.
A redirect for every address that had one
Each old page is mapped to its closest equivalent on the new site and redirected, so a saved link, a directory listing or an old search result still lands somewhere useful. Keeping the redirects and the core content is the standard way to carry ranking signal through a rebuild, and it is why a migration is part of the build rather than an extra.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
14
Policy pages and an accessibility panel, built in
Privacy, terms, cookies with consent that really blocks scripts, a disclaimer, and accessibility controls in the site itself.
- The problem it solves
- The policy pages were copied from another site years ago, the cookie banner blocks nothing, and nobody is confident what the site is actually telling visitors it does with their details.
- What you have to do
- Read them and tell us what to change. They are built to help your firm meet its obligations and they are not legal advice, so have your own counsel review anything you are unsure of.
Consent that actually gates the scripts
The cookie banner on a site we build does not fire analytics or marketing tags until a visitor agrees, and the cookie policy lists what the site really sets rather than a generic list. A banner that blocks nothing is worse than no banner at all, because it tells a visitor something that is not true.
Accessibility as part of the build, not a bolted-on widget
Text sizing, higher contrast, reduced motion and link highlighting are in the site itself and styled to match it. Every page is built with keyboard operation, visible focus and sensible contrast in mind, and any overlay carries a real close control rather than relying on a key a phone does not have.
Included on:The Front DeskThe Busy SeasonThe Year-Round PracticeEvery plan carries this one.
The matrix
Feature availability by plan
Every feature above, matched to the three plans.
| Feature | The Front Desk | The Busy Season | The Year-Round Practice |
|---|---|---|---|
| Pages that open instantly | Included | Included | Included |
| A page for every return you prepare | Included | Included | Included |
| A page for every office, mapped and scheduled | Included | Included | Included |
| Document intake that starts before the first appointment | Included | Included | Included |
| Weekly updates for the details that change every season | Included | Included | Included |
| Researched articles, published on your schedule | Included | Included | Included |
| Hosting, security and uptime, handled | Included | Included | Included |
| The AI Engine | Not included | Included | Included |
| The Content Engine | Not included | Not included | Included |
| The season readiness checklist | Included | Included | Included |
| Booking and your CRM, connected | Included | Included | Included |
| A free domain, registered in your firm's name | Included | Included | Included |
| Moving your current site, with every link redirected | Included | Included | Included |
| Policy pages and an accessibility panel, built in | Included | Included | Included |
At a glance
What is in each plan
The three plans differ in two things only: the engines that run alongside the site, and how quickly it goes live.
The Front Desk
$137/ month
The website, fully managed
- Pages that open instantly
- A page for every return you prepare
- A page for every office, mapped and scheduled
- Document intake that starts before the first appointment
- Weekly updates for the details that change every season
- Researched articles, published on your schedule
- Hosting, security and uptime, handled
- The season readiness checklist
- Booking and your CRM, connected
- A free domain, registered in your firm's name
- Moving your current site, with every link redirected
- Policy pages and an accessibility panel, built in
Live in 7 days, with 2 researched articles a week.
See this plan in fullThe Busy Season
$297/ month + usage
Everything, plus the AI Engine
- Pages that open instantly
- A page for every return you prepare
- A page for every office, mapped and scheduled
- Document intake that starts before the first appointment
- Weekly updates for the details that change every season
- Researched articles, published on your schedule
- Hosting, security and uptime, handled
- The AI Engine
- The season readiness checklist
- Booking and your CRM, connected
- A free domain, registered in your firm's name
- Moving your current site, with every link redirected
- Policy pages and an accessibility panel, built in
Live in 10 days, with 2 researched articles a week.
See this plan in fullThe Year-Round Practice
$747/ month
Everything, plus the Content Engine
- Pages that open instantly
- A page for every return you prepare
- A page for every office, mapped and scheduled
- Document intake that starts before the first appointment
- Weekly updates for the details that change every season
- Researched articles, published on your schedule
- Hosting, security and uptime, handled
- The AI Engine
- The Content Engine
- The season readiness checklist
- Booking and your CRM, connected
- A free domain, registered in your firm's name
- Moving your current site, with every link redirected
- Policy pages and an accessibility panel, built in
Live in 15 days, with 3 researched articles a week.
See this plan in full
Every plan includes the domain, managed hosting, 5 revisions a month and weekly detail updates. The $797 one-time build fee is invoiced only after your site is live and you have approved it.
In their words
What practices say about the build
Each quote is attached to the specific part of the build it is about.
Mobile navigation and page layout for tax appointment intake
We reviewed the draft on phones rather than a big screen, deliberately. Key information comes first and the contact option is clearly labeled. Staff can now text a single link mid-call instead of narrating the menu.
Shalini IyerClient care coordinator, Rental income tax practiceBillings, MTFAQ research and editorial review for tax appointment intake
The starting point was our own sent mail, not a template, and it shows. Each answer was reviewed by our own staff, so the page sounds like us rather than a copywriter. I now share a link instead of digging through the outbox.
Rowena HartleyClient onboarding coordinator, Expat tax returns serviceTulsa, OKSubmission acknowledgment and follow-up for tax appointment intake
Before this, sending our tax appointment intake form felt like mailing a letter into the dark. The new confirmation states what happens next and how to amend anything that needs changing. It sounds minor until you add up the reassurance calls it has replaced.
Sophia KetteringScheduling coordinator, High earner tax advisory practiceHarrisburg, PA
From invoice to launch
The season rail
Four stations, one curve,and the build fee is the last of them.
StillDay one GatheringThe same week Onboarding form, then a call
Return types, offices, document checklists and where inquiries should land. Anything missing can follow by email or a portal ticket. Then one call to confirm it.
WorkingThe build The studio builds
Return-type pages, office pages, the intake form and the CRM connection. You review a staging link and send changes through your portal.
OpenLaunch Live on your domain
The site goes live on your domain. The $797 build fee is waived on orders placed by 31 December 2026; on a later order it is invoiced only after you have approved the site. Weekly updates start the same week.
Live in7 days on The Front Desk10 days on The Busy Season15 days on The Year-Round Practice
Questions about the features
What does TaxFirmWebStudio actually build for a tax practice?
A custom-coded website with a page for every return type you prepare, a page for every office, a document intake form that routes into your CRM, and a season readiness checklist your firm controls. It is fully managed after launch: weekly detail updates, researched articles, and hosting are all included in the monthly fee.
What does the AI Engine actually do for a tax office?
On plans that include it, an AI receptionist, site chat, and text messaging agent describe your services, take contact and document details, and book an appointment into your calendar. Every call is summarized into a written note before you call back, so nothing is lost between a missed call and a returned one.
Does the AI Engine ever answer a specific tax question?
No. It is configured to describe your services and take intake details only, and to hand anything that sounds like a question about someone's return, deadline or notice straight to a person at your firm. It never states a rule, deadline or outcome as fact.
What do the researched articles cover for a tax firm?
General-information pieces written for someone deciding whether to book an appointment: how a filing category generally works, what a first appointment with your firm involves, what documents a return type typically requires, and how to read a notice before deciding to call a professional. Every figure or claim in an article points at a cited source, and each one is reviewed by you before or shortly after it publishes.
Do you build location pages for my offices?
Yes, one per address, each with its own hours, map, directions, the preparers based there and its own local markup, so each office can rank in its own neighborhood instead of competing with its sister offices for one result. We build service-area pages for the places your firm genuinely serves, and we will not produce pages for towns you do not work in: thin location pages are detectable, get filtered and damage the rest of the site.
What structured data do you add, and why does it matter?
Organization and LocalBusiness for the firm and each office with its hours and service area, Service markup on each return-type page, FAQPage wherever questions are visible on the page, and BreadcrumbList below the top level. It is generated from the site data at build time rather than written by hand, so the markup can never drift away from what the page actually says. Review markup is only ever generated from a real, consented client review.
Which policy pages come with my website?
A privacy policy and terms written for what your site actually collects, a cookie policy backed by consent that genuinely stops analytics and marketing scripts firing before a visitor agrees, a disclaimer, and an accessibility panel built into the site rather than bolted on. They are built to help your firm meet the obligations a professional website has. They are not legal advice, and we are not your counsel, so have anything you are unsure of reviewed and tell us what to change.
Do I own the website and the domain?
The domain is registered in your firm's name, not ours, and the content is yours. Cancel with the notice set out in the terms, tell us where to send the domain, and we transfer it at no charge. If you already own a domain we point it at the new site instead, and your email records are untouched because they live on the domain rather than on the website.
Is hosting an extra cost?
No. Hosting is included in the monthly fee and never billed separately. Your site runs on a global content delivery network with SSL, DDoS protection and unmetered bandwidth included. There is no hosting invoice, no SSL renewal, no bandwidth overage and no surprise line item during your busiest month.
What counts as a revision, and what happens after five?
A revision is any change request you send, and there is no limit on how much goes into one. New page, new return type, updated fees, a different photo, a colour change: each is one revision. So is something much larger. "Build two new office pages, here is the copy and the photos for both" is one revision, not four. 5 are included every month. After the fifth, each additional revision is a flat $20, with no cap on how many you can buy and no hourly billing anywhere. Every revision is completed within 2 to 5 working days of you sending it, whatever the size.
See every feature built for your practice
A live walk-through, on your screen, of the site you would get, in about 30 minutes. Plans from $137 a month.
We build and manage the website. We are not a tax preparation, tax resolution or accounting firm.