Most of your year is shaped by a few weeks of chaos. A site that captures and qualifies clients before that window opens — and keeps the rest of the year busier — changes the shape of the business.
The site lists services and a phone number, so every enquiry arrives by phone during the exact weeks you have no time to answer. Good clients go elsewhere because nobody picked up in February.
Prospects book into your calendar with their situation captured up front, so the first call is substantive.
Clients upload what you need through a form built for sensitive material, not an email attachment.
Individual returns, business, payroll, advisory — laid out so people self-select instead of calling to ask.
A logged-in area where returning clients find their documents and status without phoning.
Not everything on this list will fit you. The plan decides which ones do.
Document exchange and status without email. In a field where you're handling social security numbers and financials, 'we don't do this over email' is a selling point, not an inconvenience.
Turn booking off or switch to a waitlist when you fill up, automatically. Better than a client booking a slot you cannot honour in March.
Articles answering the questions people search in June, not January. It is how you get found by someone planning ahead rather than panicking.
Deadline and document-chase reminders sent automatically. Chasing paperwork is the least valuable hour of your week and the easiest to hand to software.
Free, and yours to keep. Reviewed personally, back to you in 24–48 hours.