Everything included in a TaxFirm Studio website
Every feature of a TaxFirmWebStudio website for tax preparation and resolution firms, and which of the three plans carries it.
Pages that open instantly
Custom-coded pages served from the edge, 90+ PageSpeed guaranteed.
Why speed is the first feature
A page that opens instantly keeps the visitor who was about to leave. Every page is custom coded, ships almost no JavaScript, and is served from a global edge network, so the site is fast on the day it goes live rather than after someone audits plugins in April. During the first two weeks of a filing season, a slow page is the difference between a booked appointment and a call to the next office in the search results.
What this looks like day to day
Photos are sized and compressed automatically, fonts load without a layout jump, and the mobile menu is the only script of any size on the page. A visitor checking your hours from a parking lot on a phone gets the same instant load as someone browsing from a desktop at home.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
A page for every return you prepare
Individual, small business, self-employed and resolution work each get their own page.
Why one page per return type outranks one page for everything
A single "Services" page that lists individual returns, business returns and IRS representation in one paragraph ranks for none of them well. A page written specifically about individual tax preparation answers the questions a W-2 filer actually searches, and a separate page for tax resolution speaks to someone reading an IRS notice at midnight. Each page is built from your own service list, not a generic template with the word "tax" swapped in.
What each page includes
A plain-language description of the return type, who it is for, what a first appointment involves, and the documents your firm typically requests, written in your voice and reviewed by you before it goes live. Every return-type page links to your booking or intake form so the next step is never more than one tap away.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
A page for every office, mapped and scheduled
Each address gets its own page with hours, directions and the preparers who work there.
One page per address, not one page listing every address
A firm with two or three offices loses local search visibility the moment all of them are crammed onto a single "Locations" page. Each office gets its own page with its own address, map embed, hours and LocalBusiness schema, so each address can rank in its own neighborhood instead of competing with its sister offices for the same search result.
Kept current without a revision
Office hours change for the season, a preparer moves between locations, a satellite office opens for twelve weeks and closes again: these are weekly detail updates, not revisions, so the site never shows the wrong address or the wrong hours for the office a client is trying to reach.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
Document intake that starts before the first appointment
A structured request form collects what your firm needs and drops it straight into your CRM.
Why intake belongs on the website, not just in the office
A visitor who has already been told what to bring arrives at the appointment ready, instead of the appointment being spent hunting for a missing form. The intake form on your site asks the questions your firm actually wants answered first: return type, filing status, whether this is a new or returning client, and the year in question, then routes the submission into the CRM or inbox you already use.
Configured around your own checklist
You supply the document checklist for each return type your firm handles; the form presents it back to the client as a plain list, never as tax guidance, and never as a promise about what the return will need. It is a scheduling and preparation tool, not advice about anyone's specific filing situation.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
Weekly updates for the details that change every season
Hours, staff, fees and office changes published every week, at no extra cost.
What counts as a weekly update
Extended hours during the busiest weeks, a new preparer joining, a credential renewal, a fee schedule change, a satellite office opening or closing for the season: send us the detail in whatever form you have it and it is published within the week, without using one of your monthly revisions.
Why this matters more for a tax practice than most businesses
Few local businesses change their hours, staffing and service list as often across a single year as a tax office does between January and April. A site that cannot keep up with that rhythm ends up telling a client the wrong hours during the exact weeks the phone is ringing the most.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
Researched articles, published on your schedule
General-information articles that cite their sources and never give advice.
What the articles cover
Plain-language explanations of how filing categories work in general, what documents a return type typically requires, how a first appointment usually runs, and what a notice from a tax authority generally means before someone decides whether to call a professional. Every figure or claim points at a cited, reputable source, and every article states plainly that it is general information, not advice for an individual reader's situation.
How often, and who approves them
Two articles a week on the first two plans, three a week once the Content Engine is active, each 2,500 to 3,200 words, each reviewed by you before or shortly after it publishes. Articles are written to answer the questions people search before they call a firm, so the site keeps earning visibility outside the busiest weeks of the year.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
Hosting, security and uptime, handled
Global hosting with SSL, CDN and DDoS protection included, never billed separately.
What is included
SSL, a global content delivery network, DDoS protection and unmetered bandwidth are included in every plan. There is no hosting invoice, no SSL renewal notice and no bandwidth overage, even during the weeks your traffic spikes the most.
Why this matters during a traffic spike
Search interest in tax preparation does not arrive evenly across the year: it arrives in a rush. A site built on shared hosting sized for an average month can slow down or fall over exactly when the most people are looking for an appointment. The infrastructure behind this site is sized for that rush from day one.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
The AI Engine
An AI receptionist, chat and messaging agent that catches the calls a busy front desk cannot.
What it answers, and what it hands off
On plans that include it, an AI receptionist answers the phone, site chat and text messages to describe your services, take contact and document details, and book an appointment into your calendar. It is configured to never answer a specific tax question and to hand anything that sounds like advice straight to a person at your firm, with a summary of the call ready before you call back.
Built for the weeks a front desk cannot keep up
During the first two weeks of a filing season, hold times on a single phone line stretch fast. The AI Engine answers the call that would otherwise go to voicemail, takes the same details your front desk would ask for, and drops it into your CRM so nothing waits until the next morning to be returned.
Available on:The Busy SeasonThe Year-Round Practice
The Content Engine
Year-round content and a managed Google Business Profile, so visibility does not end with the season.
Content that keeps working after the deadline passes
Three researched articles a week, social image posts and short video reels keep the firm visible in the months most tax offices go quiet online. A practice that only publishes during filing season loses the search visibility it built, right as the next season starts building again.
The Google Business Profile, kept active
Every office's Google Business Profile is kept accurate and active by the studio: hours, posts, photos and responses to reviews, so the listing that shows up first in a local search always reflects the practice as it actually runs today.
Available on:The Year-Round Practice
The season readiness checklist
A configurable checklist tool that tells a visitor what to have ready before their appointment.
What the tool does
Your firm supplies the checklist items for each return type: prior year return, income statements, deduction records, business ledgers, whatever your intake process actually asks for. The tool presents that list back to a visitor before their appointment as your own firm's preparation guidance, never as a generic or automated recommendation about their situation.
Why a checklist tool beats a static PDF
A checklist chosen by return type, viewable on a phone in the car before an appointment, gets read more often than a PDF buried on a page nobody scrolls to. It is one of the pages we build first, because it is the single page most likely to make an appointment run faster for both sides.
Available on:The Front DeskThe Busy SeasonThe Year-Round Practice
Feature availability by plan
Every feature above, matched to the three plans.
| Feature | The Front Desk | The Busy Season | The Year-Round Practice |
|---|---|---|---|
| Pages that open instantly | Included | Included | Included |
| A page for every return you prepare | Included | Included | Included |
| A page for every office, mapped and scheduled | Included | Included | Included |
| Document intake that starts before the first appointment | Included | Included | Included |
| Weekly updates for the details that change every season | Included | Included | Included |
| Researched articles, published on your schedule | Included | Included | Included |
| Hosting, security and uptime, handled | Included | Included | Included |
| The AI Engine | Not included | Included | Included |
| The Content Engine | Not included | Not included | Included |
| The season readiness checklist | Included | Included | Included |
How it works
Four steps from your first invoice to a live site, and the build fee is the last of them.
- 1
Pay the first monthly invoice
That is the only payment before launch. It starts the build and covers your first month once the site is live.
- 2
Onboarding form, then a call
You fill in the onboarding form: return types, offices, document checklists and where inquiries should land. Anything missing can follow by email or a portal ticket. Then one call to confirm it.
- 3
The studio builds
Return-type pages, office pages, the intake form and the CRM connection. You review a staging link and send changes through your portal.
- 4
Live, then the build fee
The site goes live on your domain. Only after you have approved it do we invoice the $797 build fee. Weekly updates start the same week.
Questions about the features
What does TaxFirmWebStudio actually build for a tax practice?
A custom-coded website with a page for every return type you prepare, a page for every office, a document intake form that routes into your CRM, and a season readiness checklist your firm controls. It is fully managed after launch: weekly detail updates, researched articles, and hosting are all included in the monthly fee.
What does the AI Engine actually do for a tax office?
On plans that include it, an AI receptionist, site chat, and text messaging agent describe your services, take contact and document details, and book an appointment into your calendar. Every call is summarized into a written note before you call back, so nothing is lost between a missed call and a returned one.
Does the AI Engine ever answer a specific tax question?
No. It is configured to describe your services and take intake details only, and to hand anything that sounds like a question about someone's return, deadline or notice straight to a person at your firm. It never states a rule, deadline or outcome as fact.
What do the researched articles cover for a tax firm?
General-information pieces written for someone deciding whether to book an appointment: how a filing category generally works, what a first appointment with your firm involves, what documents a return type typically requires, and how to read a notice before deciding to call a professional. Every figure or claim in an article points at a cited source, and each one is reviewed by you before or shortly after it publishes.
See every feature built for your practice
A live walk-through, on your screen, of the site you would get, in about 30 minutes.