Compound Digital Co.
Websites for CPAs and accountants
Show up when local businesses and families search for help, explain your services in plain English, and make tax season inquiries easy.
- Plain-English service descriptions for individuals, families, and local businesses.
- A simple inquiry path designed for tax-season questions, without a cluttered homepage.
- Pages structured so people who search for a CPA or accountant in your area can find and understand you.
See a concept example: Clearwater CPA concept. It's a sample design, not client work.
Your dashboard
Tax season, without the inbox chaos.
Clients book, upload, and answer your intake questions before you ever pick up the phone. Your dashboard keeps who-sent-what organized, so you spend the season on the work, not on chasing documents.
- Client intake questionnaire tailored to individual, business, or bookkeeping clients
- Document checklist for each client, showing what's in and what's missing
- Engagement pipeline from inquiry to onboarded to in progress to filed
- Connected email, so you can reply to clients from your business address in one place
- Reminder drafts for missing documents and upcoming deadlines