Client Intake Form That Qualifies Prospects
A structured intake form captures filing status and situation before the first call.
We build your accounting site free — service pages for 'CPA near me' searches, plus a 24/7 intake form — so clients find you year-round.
ChatGPT, Claude, and Perplexity only recommend sites they can read — and most small-business sites fail that test. Scan yours free and see exactly where you stand.
Free · no signup · scores the 15 signals AI uses to find you · ~20 seconds
Free website build included on every plan: build capacity is limited
✦ Always Fresh: a free visual redesign at your 24-month anniversary, on every plan.
See it in action
Every industry gets a purpose-built demo. Yours is already live.

CPA Firm Demo
Built for your industry
WorkspaceCMS ships with tools built specifically for local businesses, not bolt-on plugins.
A structured intake form captures filing status and situation before the first call.
Dedicated service pages rank for the exact searches your best clients use.
Profile pages with license numbers and specialties signal legitimacy to new prospects.
A seasonal tax calendar gives clients a reason to return to your site year-round.
Your Google reviews display automatically, building trust before a client hands over financial info.
Year-round blog content keeps your site active on Google between filing seasons.
Platform featureWe track whether your firm appears in ChatGPT, Claude, and Gemini answers about local CPAs.
Platform featureYour site is built to rank for 'CPA near me' and 'tax accountant [city]' searches.
Platform featureFrom signup to live site, we handle the hard parts.
A business owner searches 'CPA near me' — your service pages and local SEO compete in results.
Staff bios, genuine reviews, and your tax calendar signal expertise without a sales pitch.
You receive a structured, qualified lead ready for a consultation call.
Blog posts and deadline updates are quick self-serve edits, so leads keep coming year-round.
Simple, flat pricing
No setup fees. Free site build included. Billed monthly (annual optional).
Unlimited pages
For solo CPAs and small practices ready to replace their outdated website.
Unlimited pages
For multi-staff accounting firms competing across a regional market.
Unlimited pages
For firms treating the site as their main client-acquisition channel, plus the full AI toolkit.
Need full custom design, multi-location rollouts, or custom integrations? See Enterprise, from $999/mo →
Billed monthly (annual optional). Free site build included. See full pricing details →
A high-performing CPA website needs individual service pages for each offering (personal tax, business tax, bookkeeping, payroll, IRS representation), staff bios with CPA license numbers, an online intake form, Google reviews, and a tax deadline calendar. Local SEO targeting 'CPA near me' and '[city] tax accountant' is what drives new client inquiries from organic search. WorkspaceCMS builds all of this and gets it optimized right out of the gate for a flat monthly fee. Updates are a self-serve dashboard edit or support ticket away, and our team can drive ongoing content for you too as the SEO Campaign add-on — so your site keeps generating inquiries well past April 15th.
New accounting clients come from two actions: ranking for local tax and accounting searches on Google, and converting visitors with a fast, credible website that makes it easy to inquire. A qualified intake form that captures filing status, entity type, and situation before the first call filters for ideal clients and saves consultation time. WorkspaceCMS handles both the search visibility and the conversion architecture so your site generates inquiries between tax seasons, not just in Q1.
Yes — and most accounting firms don't, which is why their sites drop in search rankings by summer. Fresh content (blog posts on tax law changes, quarterly reminder posts, new service announcements) signals to Google that your site is active and relevant. Draft posts in seconds with the built-in AI Blog Writer, or send us your finished write-up and we'll get it live via managed updates. Prefer our team writes and publishes for you year-round instead? That's the SEO Campaign add-on — keeping you visible whether it's April 15th or October 15th.
Local accounting SEO is built on service-specific pages ('small business bookkeeping [city]'), a well-maintained Google Business Profile, consistent NAP details on-page and in your LocalBusiness JSON-LD schema, and genuine client reviews. WorkspaceCMS bakes all of this in at the platform level — we target 90+ Lighthouse scores on every accounting firm build and code that tells Google you're a local business, right out of the gate. If you want our team layering on ongoing content to keep you relevant in local search over time, that's the SEO Campaign add-on — built on a foundation that's already working for you.
The AI Visibility Tracker is a WorkspaceCMS platform feature that monitors whether your firm appears when someone asks ChatGPT, Claude, Perplexity, or Gemini 'best CPA near me' or 'who is a good tax accountant in [city].' As AI-assisted searches grow, appearing in these results is becoming as important as ranking on Google page one. WorkspaceCMS tracks your AI presence and flags opportunities to strengthen it.
WorkspaceCMS launches most accounting firm websites within a few business days of onboarding. We gather your services, staff bios, credentials, and service area during a structured intake — then build, optimize, and launch before the next filing season. Ongoing updates (tax law blog posts, deadline calendars, service additions) are quick self-serve edits from your dashboard, or a support ticket away with a 48-hour turnaround.
Yes — WorkspaceCMS integrates your existing Google Business Profile reviews directly on your website, and our team can provide best-practice guidance for a post-tax-season review request campaign. Reviews are one of the most powerful conversion signals for professional service firms, and displaying them prominently on your site significantly increases the percentage of visitors who take the step of reaching out.
Agency bolt-ons
Your CMS is the foundation — bolt on our agency’s SEO, PPC, LSA, and social campaigns whenever you’re ready to accelerate.
Rank for the keywords that bring paying customers.
Ongoing organic search campaigns: keyword targeting, link building, technical audits, and monthly reporting. Built on 15+ years of agency data.
Paid search managed by specialists, not generalists.
Full-funnel Google Ads management: search, display, Performance Max. Every campaign is conversion-tracked and tied to real revenue.
Own the Local Services Ads pack in your market.
Local Services Ads setup and management. Google-screened badge, lead verification, bid strategy, built for service-area businesses that live and die by local calls.
Meta, Instagram, TikTok: wherever your customers scroll.
Paid social strategy, creative, and media buying across Meta, Instagram, and TikTok. Retargeting, lookalike audiences, and creative that converts.
Grow your practice
Practical guides to get found on search, book more appointments, and win new patients.
Annual plan includes a free semi-custom website build — 3 to 12 pages, depending on your plan.
No setup fees · 12-month term, then month-to-month · 30-day money-back guarantee