Web design for accountants and tax agents
Your website is where a business owner decides whether to hand over their books, and where a prospective client checks your registration details before they call. We build accounting and tax practice sites that explain the work plainly, keep enquiries out of insecure channels and hold up through tax time.
APES 110 professional behaviour
Marketing under the code cannot make exaggerated claims about services, qualifications or experience, so copy stays with what you can back up.
Privacy (Tax File Number) Rule
TFN information can only be collected for purposes authorised by tax law, so public forms are scoped to keep it out of general enquiries.
Public practice certificates
Calling a practice Chartered Accountants or CPAs depends on the certificates its principals hold, so wording and logos follow your membership.
What accountants need from a website
-
Tax time compresses the year
A new client generally needs to be on your list before 31 October to sit inside your lodgment program, so months of enquiries land in a few weeks. The site has to answer the obvious questions and move people into an engagement quickly, not just collect names for a queue.
-
Required disclosures have to be findable
Under the 2024 Code Determination, tax practitioners have to tell current and prospective clients how to search the TPB register and how to make a complaint, and a public website used to promote your services is one of the accepted ways to do it. Prospective clients are the hard part, because that information has to be visible to someone who has not signed anything yet.
-
Content can cross a licensing line
The articles people actually search for, on super, SMSF set-up and structuring, sit close to advice that needs an AFS licence or authorisation. Page templates need room for the right disclaimers and licence details without turning every article into a warning notice.
What we build for accountants
Service pages by entity type
Hand-coded pages for sole traders, companies, trusts and SMSF work, so a visitor lands on the structure they actually have rather than one general tax services page.
Registration details displayed correctly
A footer and about section built to carry the registered tax practitioner symbol with your registration number and registration type beside it, alongside professional body branding set out the way those guidelines require.
TPB register and complaints page
A permanent page covering how to search the TPB register and how to make a complaint, linked across the site and editable in WordPress when the wording changes.
Secure enquiry and handoff
An enquiry form written so it never asks for a TFN or an identity document, with a clear handoff to your portal or secure mailbox for anything sensitive.
Agent nomination walkthrough
A step-by-step page for the ATO client-to-agent linking process, carrying your practice name and registered agent number, with a prompt to tell you once the nomination is lodged so it does not lapse.
Care through tax time
Updates, backups, monitoring and security patching on Australian hosting, plus small content changes handled in the weeks when your team has no capacity to look at the website.
Common questions
Can the TPB register and complaints information live on our website?
Yes, and publishing it on the site you use to promote your services is one of the ways the TPB describes meeting that obligation. We build it as a permanent, linked page rather than a PDF buried in a menu, so prospective clients can find it as easily as existing ones. You or your compliance person sign off the wording, because the obligation sits with the practitioner.
Should we publish our fees?
Some practices do, and it filters out enquiries that were never going to fit. Others would rather scope the work on a call first. We can build fixed-fee package pages with online payment, or a page that explains what moves the fee and leads to a quote request, so it comes down to which one you can stand behind.
Can clients upload documents through the website?
We would rather route them into a secure portal than put an upload box on a public page. The TPB advises against sending TFNs and identity documents by email, and a general web form deserves the same caution, so we connect the site to whatever secure channel your practice already uses. The enquiry form is then written so it does not invite anything sensitive in the first place.