What your customers are trying to do
Individuals and small businesses want to book a meeting or enquire.
A accounting firm website usually has to handle secure document upload for clients, meeting bookings, checklists for tax time and year end and client updates.
Secure document upload for clients: clients send tax and business records that should not travel by email.
Meeting bookings: clients can pick a time with the right adviser without phone tag.
Checklists for tax time and year end: checklists help clients bring the right records first time.
Client updates: regular updates keep clients aware of deadlines and changes.