Looksbay
Tailored Industry Solution · Accountants & CPAs

Attract High-Revenue Business Tax & Advisory Clients

Modernize your financial firm's digital presence. We build clean, authoritative Squarespace websites with client portal links, tax deadline resources, and discovery call schedulers.

Timeline: 2 WeeksInvestment: $3,400Squarespace 7.1 Fluid Engine
Engineered For Results

How Looksbay Solves Accountants & CPAs Challenges

01

Tax Client Intake & Portal Hub

Direct links to ShareFile, TaxDome, Canopy, or SmartVault client portals.

02

Advisory Service Tier Packaging

Clear presentation of monthly fractional CFO and tax advisory packages.

03

Lead Magnet & Tax Calendar Funnel

Capturing qualified corporate leads through seasonal tax planning guides.

Standard Inclusions

Features Built Into Every Accountants & CPAs Website

TaxDome / Canopy / ShareFile Portal Buttons
Accounting & Financial Service Schema
Advisory Pricing Tier Comparison Tables
Automated Discovery Call Scheduling
Client Testimonial & Credential Grids
Common Questions

Frequently Asked Questions

Can we link our secure document upload portal to Squarespace?↓

Yes. We configure dedicated, secure navigation buttons for TaxDome, Canopy, ShareFile, or SmartVault so clients can easily log in to upload confidential tax documents.

Can we display monthly advisory service packages?↓

Yes. We build responsive pricing tier comparison tables that clearly communicate the value of your monthly advisory retainers over traditional hourly billing.

The beginning of something good

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