Basic
$499
one time
- 1 to 3 pages: home, services and fees, contact
- Document checklist and deadlines
- Tap to call, map and contact form
- Live in 3 days
Websites forCPAs and tax preparers
A calm, clear website for your firm, with your fees, your deadlines and a checklist of what to bring. For CPAs, bookkeepers and tax preparers. From $499, paid once, live 3 days after you approve the mockup.
Ledger & Pine Tax and Accounting. A sample site for a fictional firm, with a countdown to the next tax deadline, a fee table and a list of what to bring.
Open the sampleWhat clients look for on an accounting firm's website
Choosing an accountant is about trust and fit. Prospective clients want to know what you do, who you do it for, roughly what it costs and how the work happens, before they hand over their finances.
Do you do my kind of return?
Individual returns, small business, S-corps, rental property, multi-state, back taxes. Clear service pages let the right clients recognise themselves and the wrong ones move on politely.
How much will it cost?
A fee range or "from" price for common returns and monthly bookkeeping. Most firms don't publish fees, so you stand out simply by being clear.
What do I need to bring?
A document checklist: W-2s, 1099s, mortgage interest, last year's return, receipts for business expenses. It saves an appointment and shows you're organised.
How do I send documents safely?
Nobody wants to email a tax return. A prominent button to the secure client portal you already use, with a line on how it works, reassures new clients.
What are the deadlines?
Filing dates, estimated tax payment dates and your own cut-off for taking new returns before April. Clients appreciate the reminder; you appreciate fewer last-minute calls.
Who will handle my file?
Your credentials (CPA, EA, enrolled preparer), your experience and a real photo. Accounting is personal, and a face helps.
One price. Paid once.
One-time prices, laid out for an accounting or tax practice. No setup fees and no long contracts.
Business
$799
one time · most chosen
- Up to 8 pages, with a page for each service: individual tax, business tax, bookkeeping, payroll
- Consultation requests online
- Link to your secure client portal on every page
- Google Business Profile set up
Premium
$1,299
one time
- Everything in Business
- Pages for each service and each town or area you serve
- Review request setup after tax season
- Ranking check for 3 months
$49 / month, optional
Pay 50% when you approve the mockup and 50% at launch. After launch, the optional care plan covers hosting, security updates, backups and small edits. You own your domain and your site.
From hello to live in 3 days
We write the copy from a short call about the clients you serve best, your fees and how your season runs.
Free.
Your homepage mockup
Send your business name and what you do. Within 24 hours you see your own homepage. No cost, no obligation.
Approved.
You like it, you pay half
We write the words, gather your photos and build every page. You review all of it before launch.
Live.
Launched in 3 days
We connect your domain, check your phone, hours and address everywhere, and you pay the second half.
Good questions
Something else? Email umesh@orbik.ai and you'll hear back within a day.
Can you build a secure upload portal?
We don't build portals ourselves. We link clearly to the secure portal or file-sharing tool you already use, so documents never go through the website or plain email.
Can you update deadlines and fees each year?
Yes. With the $49 a month care plan, text or email us the new dates or prices and they're updated, usually the same day.
Should a CPA firm show prices?
We suggest "from" prices or ranges for common returns and bookkeeping. It filters out mismatched enquiries and makes the right clients more confident to call.
Can clients book a consultation online?
Yes, on Business and Premium. They send a request with the service they need and a preferred time, and you confirm. We can link to your scheduling tool instead if you use one.
We're a solo enrolled agent. Is this overkill?
Not at all. Basic gives you 1 to 3 pages with your services, fees, checklist and contact details, which is often everything a solo practice needs.
Who owns the site and domain?
You do. The domain is in your name, and you get a full copy of the site if you ever leave.
Let's build your firm's site.
Tell us who you are. Within 24 hours you'll see your own homepage, free and with no obligation.