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August 11, 2026 · By GoVisible Web team · Updated October 15, 2026

What Should a CPA Website Include?

An accountant at a laptop in a bright office

A CPA website should name the clients you serve well, explain how working with you goes, and link to your client portal. Its job is different from a contractor's. A roofer wants the phone to ring more. An accounting firm usually wants it to ring less, with better people on the other end.

We studied five CPA firms in Georgia, three of them in Forsyth County, to see what the trade does today. Here is what we found and what we'd change.

What do Georgia CPA websites have in common?

  • No published price: all five.
  • A client portal that links out to a vendor, rather than one built into the site: four of five.
  • A free consultation or intro call as the main offer: four of five.
  • Reviews or testimonials, and a blog or newsletter: four of five each.
  • Services split between individuals and businesses: three of five.
  • A license number shown anywhere: none of the five.

Most of those are sound. The gap is that most firm sites list every service a CPA can perform and never say which clients they know best. That attracts people shopping on price and gives the business owner with a complicated problem no reason to pick you.

Who should a CPA website say it works with?

Name the client types you serve well. “Small business accounting” tells a reader nothing. A dental practice, a construction company and a restaurant have little in common at tax time.

A page for each client type does two jobs. It tells that owner you've seen their situation before, and it matches the search they type: usually their industry, plus “CPA”, plus their city.

Should a CPA firm publish its prices?

None of the five we studied did, which is exactly why it stands out. A starting figure is enough: “Business returns start at $1,200”, or “Monthly bookkeeping starts at $450”, using your own numbers.

A starting price sorts your inquiries. The person who would balk never calls, and the person who's comfortable arrives already knowing. It is the single change most firms resist, and the one that pays off fastest.

A desk with a calculator, notebook, pencil and reading glasses

What do people want to know before calling a CPA?

Usually not whether you're qualified. They want to know how much of their time it will take, and whether they'll be able to reach you in April.

Answer both on the page. How you collect documents. How often you talk. Who they'll deal with. Whether you take new returns after a certain date. “We stop taking new tax returns on March 1” reads as busy and honest, not unavailable.

Should a CPA website have a client portal?

It should link to one, never contain one. Firms we studied used their own branded portal, SecureFirmPortal and Onvio. Other firms use TaxDome or Canopy. Whatever you use, the website's Client Login button should point straight at it.

We never build document upload on any client site, and an accounting firm is the clearest case why. The moment a tax document lands on a server we run, we become part of your compliance problem. Your portal vendor already contracts with you for exactly this.

What should a CPA contact form ask for?

Name, phone, email, the type of work, and a short message. Nothing else. No Social Security number, no EIN, no account numbers and no prior-year figures. A form field is the cheapest place to create a breach. Everything else belongs in a call or your portal.

How do people find an accountant in AI answers?

More business owners now ask an AI assistant their tax questions before they ever reach a firm's site. Those tools quote pages that answer one question clearly, so write each topic as a question. “Do I need to make quarterly estimated payments?” beats “Tax Planning Services”.

Quarterly estimates, S-corp elections, new-business setup and late books all bring in clients who are planning, not panicking. When an AI assistant recommends firms, it usually names only 2 to 4. More in why being found in AI answers matters.

Common questions

Should a CPA put prices on their website?

Consider a starting price. None of the five Georgia CPA firms we studied published one. A figure like “business returns start at $1,200” stands out, and it filters out clients who would balk at your rates.

Should a CPA website have a client portal?

It should link to your existing portal, such as TaxDome, Canopy or Onvio, and never host document uploads itself. Your portal vendor is set up to handle tax documents securely.

What should a CPA website contact form ask for?

Only a name, phone number, email, type of work and a short message. Never a Social Security number, EIN, account numbers or prior-year figures.

How GoVisible Web does it differently

Every CPA site we build separates individual returns from business clients from the start, so the right clients find their page first. The Client Login button points at your own portal, never ours. Our contact forms collect only what a first conversation needs. See it on our CPA page.

  • You see your own site free in 48 hours, before you pay. No card and no obligation.
  • We study five of your local competitors in your trade before we write a word.
  • Every site is set up so Google, Bing and AI assistants like ChatGPT, Claude, Perplexity and Grok can read your business details.
  • Every page, fact and phone number is checked before you see it.
  • Prices are published, from $1,497 to $5,497. Every plan includes 6 months of Site Care, then $89 a month.
  • You own your domain, your words and your code. If you ever leave, every file is yours within 5 business days.

Free previews are available now, and full builds start in January 2027. See what each plan includes, or ask for your free preview.

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