You don’t need more clients.
You need February back.
Document collection, e‑signatures, and the client chase, run by wiring instead of evenings, plus the web presence that brings the right book and the next hire. For CPA and EA firms across East Texas.
All of it, or just the part you need.
The return is ready. The client isn’t.
The work was never the problem. You know how to do a return. What crawls is everything that needs the client: documents in, answers back, signatures returned, invoices paid. Four stops on the same return. Here’s where the hours go.
The season without the chase.
Every stop where the return waits on a client, wired so the waiting does its own work, and the firm’s evenings stop being the workflow.
Getting found is the section below. It isn’t about more returns; it’s about the right book.
Every document, one pipeline, filed and named.
The organizer, the portal upload, the email attachment, the text‑message photo: everything lands in one flow, renamed, filed to the client, and crossed off a missing‑docs list nobody maintains by hand. The list chases itself, politely and on schedule. Returns flip from waiting to ready on their own, so the almost‑done pile stops being a pile and becomes a queue with reasons.
The finish line gets the same wiring. The 8879 goes out for e‑signature with the knowledge‑based authentication the IRS requires for a remote signature: signed from a phone, back the same day. Engagement letters, deposits, and invoices ride the same rails, so the work you finish in February isn’t a write‑down in June.
Using TaxDome at 20%, portal and e‑sign live, everything else untouched? We make it run: pipelines configured, automations built, Drake and QuickBooks wired in, the client‑facing side branded so it doesn’t feel like homework. Using an inbox and a scanner? We build the flow that fits, without forcing a suite on you. Either way, the product is the same: the season without the chase.
And the WISP: every preparer has one now; the annual IRS renewal asks. Most are a downloaded template describing a firm that doesn’t exist. We build the version of your firm the WISP already describes: encrypted transfer instead of email attachments, portal‑first document flow, access that ends when someone leaves. The pipes, not the paperwork; your attorney and your insurer keep their jobs.
Or the inbox, the scanner, and the shoebox the documents actually arrive in. We build around what you run, and we’ve started from less.
Looking alive, for the book you actually want.
You’re turning away 1040s already; more volume isn’t the prize. The web presence is for the three people who change the firm: the monthly business client at a switching moment, the hire who checks you out before the interview, and the retiring CPA deciding whose hands his book goes to.
A site that reads like a firm with a future.
Three people look you up, and none of them is shopping for a cheaper 1040. The business owner at a switching moment checks whether you actually do S-corps and payroll. The candidate checks before the interview, and a dead website reads as a dead-end job. And the retiring CPA one town over, deciding whose hands his book goes to, checks whether you look like the future or the past.
How we build sites- Business services up front: S-corps, bookkeeping, payroll, not buried under tax season
- Faces and names: the hire and the retiring CPA are both looking for people
- The switching moments answered: the new LLC, the retired CPA, the books-are-a-mess August
- Current and visibly alive. That’s the whole audition
Found at the switching moments.
Nobody switches accountants in February. They switch when the LLC forms, when their CPA retires, when the books panic hits in August. Local visibility is the slow monthly work of being the answer at those moments: the profile, the reviews, the pages for the work you want more of. Ten right clients beat a hundred more 1040s.
How visibility works- Your Google Business Profile, worked, with reviews that keep coming
- Pages for the services and towns you want more of: business returns, bookkeeping, payroll
- Built for the searcher who owns a business, not the one-time refund search
- Measured in the right calls, not traffic charts
February 12th, 7:41am.
Here’s what that looks like, deep enough into the season that your shoulders are already up.
February 12th. A 1099, photographed on a kitchen counter, texted to the office number. Nobody at the firm has had coffee yet. Nobody needs to.
The photo lands: filed to her folder, renamed the way you’d have renamed it, crossed off the list. She gets a text back: got it, you’re set.
Her return flips from waiting to ready and takes its place in the prep queue. No re-chase, no re-touch. The stall happened once, and it’s over.
The preparer sits down to a queue of returns that are actually ready, and to none of the calls that photo used to spawn. Last February, it lived on somebody’s personal phone until March.
The machine doesn’t do the accounting. That was never the ask. It ends the part of the season that isn’t accounting. And none of it is a package name: it’s wiring, built on Drake, your books, and your phones, tested in October so it’s boring by February.
- Small by designNo handoffs, no account managers, just the person you hire.
- Honest about fitNot every business needs us, and we’ll tell you if yours doesn’t.
- Built to lastMonth to month on the ongoing work, because we stick around to keep it working.
Common questions.
Give us a call.
Whether it’s a website, more calls, or a day with less paperwork, tell us what you’re after and we’ll tell you where we’d start.