Chasing signatures and documents by hand, client by client — gone.

A small accounting and tax practice was running most of the business by hand, and a lot of it was scattered across different places.

Their website had gone completely down, and they weren't even sure which of several old GoDaddy accounts owned their domain. Anyone searching for them online found nothing. Potential clients reached out however they could: a phone call, a text, or an email. There was no single list of who had asked about what, so following up depended on memory.

Getting paid was just as scattered. Clients paid by Zelle, Venmo, check, or cash in person, so figuring out who had paid meant checking several apps and a pile of paper. Engagement letters went out by email and then waited on signatures, and tax documents were requested over email, where sensitive files could sit in an inbox indefinitely. Prices weren't posted anywhere, so a potential client had no way to tell whether the services fit their budget without calling first. During tax season, the manual back-and-forth could easily eat 3–6 hours a week.

What We Built

• A working website again. We tracked down which GoDaddy account actually owned the domain, recovered it, and built a brand-new site optimized for SEO, GEO, and AEO. In plain terms, it's built to show up on Google and to be recommended by AI tools like ChatGPT and Perplexity. We also set up their Google Business Profile and a professional business email.
• Prices on the website. Services and pricing packages are listed right on the site, so potential clients can see whether the firm fits their budget before they ever call.
• Every potential client in one place. When someone fills out the contact form, they show up in a single dashboard along with where they stand, and the owner gets an email right away. No more digging through calls, texts, and emails to remember who asked what.
• Online scheduling. A booking calendar is built into the site, so a potential client can pick a time and schedule a meeting with the owner on their own, without a phone call to set it up.
• One way to get paid. The owner types in the fee and clicks Generate payment link, or Generate and send payment link to send it straight to the client with no extra steps. The client pays online, and every payment shows up in the same dashboard.
• Online signatures. Engagement letters go out for e-signature instead of back-and-forth email.
• Secure document upload. Clients upload tax documents through a secure, one-time link that automatically deletes itself 30 days later.

The Result

The firm has a working website again, one that search engines and AI tools can actually find. Instead of inquiries scattered across a phone, a text thread, and an inbox, every potential client from the website lands in one list, and the owner hears about each one right away. Anyone ready to talk can book a meeting straight from the site. Payments come in one way instead of four, and the owner can see who has paid at a glance. Signatures and document requests run through a self-serve flow instead of the inbox, and the auto-deleting upload link means sensitive tax documents don't sit around longer than they need to. Posting prices up front also means the people who reach out already know what the services cost.

Why It Matters

We take data security seriously and build every system with privacy best practices in mind — especially for a business handling sensitive financial documents. Self-serve doesn't mean less careful; it means the careful parts (signing, storage, payment) happen automatically instead of by hand. For more on the automations we typically build for accounting and professional-services firms, see our industry automation playbooks.