Most CPA and accounting firm websites are stale brochures that disappear from Google after April 15th. WorkspaceCMS builds you a professionally designed, year-round website with service pages that rank for 'CPA near me' and 'tax accountant [city]' — plus an online intake form that captures new client inquiries 24/7. Every content update, tax-law blog post, and service-page refresh handled by our team for a flat monthly fee.
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 9 signals AI uses to find you · ~20 seconds
Free website build included on every plan — build capacity is limited
✦ Always Fresh — 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, business entity type, prior-year situation, and contact details before the first call — so you arrive at every consultation already knowing whether this is the right client fit. Submissions go directly to your inbox with no follow-up required to gather basics.
Dedicated pages for each service — individual tax preparation, small business accounting, bookkeeping, payroll, estate and trust returns, IRS representation — structured for Google to rank you for the exact searches your best clients use, not just 'accountant near me.'
Professional profile pages for each CPA and staff accountant — with license numbers, specialties (S-corp, real estate investors, non-profits), education, and a headshot. Credentials displayed visibly signal legitimacy to prospects doing due diligence before trusting someone with their finances.
A tax calendar updated each season — quarterly estimated taxes, extension deadlines, W-2 distribution dates, and corporate filing deadlines — gives your site a reason for clients to return year-round and positions you as a knowledgeable resource, not just a once-a-year service.
Your Google Business Profile reviews displayed automatically on your website with star ratings, reviewer names, and review text — providing the social proof that new clients need before they hand their most sensitive financial information to an accounting firm they found online.
Year-round blog content on topics like 'home office deduction rules', 'S-corp vs LLC tax comparison', and 'estimated tax payment deadlines' keeps your site active on Google between filing seasons and demonstrates expertise that converts visitors into clients. Draft posts in seconds with the built-in AI Blog Writer, or send us your topic and we publish it via managed updates; fully done-for-you monthly content is an SEO Campaign add-on.
Platform featureWorkspaceCMS monitors whether your firm appears in AI-generated answers on ChatGPT, Claude, Perplexity, and Gemini when someone asks 'best CPA near [city]' or 'tax accountant for small business' — the growing share of professional service searches that bypass traditional Google results entirely.
Platform featureYour site is built from the ground up to rank for 'CPA near me', 'tax accountant [city]', and 'small business accounting [city]' — with code that helps Google understand your business, Google Business Profile integration, consistent NAP details on-page and in your LocalBusiness JSON-LD schema, and local service area pages for every market you serve.
Platform featureFrom signup to live site — we handle the hard parts.
A small business owner searches 'CPA near me' or 'tax accountant [city]' in January. Your service pages and local SEO are built to compete in results — not buried under H&R Block and national directory listings.
Your site shows the specific services they need, staff bios with CPA credentials, and genuine Google reviews from past clients. Your tax deadline calendar and blog articles signal expertise without requiring a sales pitch.
The prospect fills out your intake form — filing status, business type, prior-year situation — and submits it. You receive a structured, qualified lead ready for a consultation call, not a vague 'I'd like to learn more' message.
Blog posts, deadline calendar updates, new service pages, staff changes — just send us a message and we take care of it, flat monthly fee. Your website generates leads in April and in October, not just when everyone else is scrambling.
Simple, flat pricing
No setup fees. Free site build included. Billed monthly (annual optional).
Your 6-page site
Right-sized for solo CPAs and small practices ready to replace their outdated website.
Up to 20 pages
Built for multi-staff accounting firms competing across a regional market.
Up to 50 pages
For established CPA firms with multiple partners, specialties, and service area coverage needs.
Billed monthly (annual optional). Free site build included. See full pricing details →
Agency bolt-ons
WorkspaceCMS is your foundation — built, managed, and ranked for you. When you’re ready to accelerate, bolt on any of our agency campaigns like Lego pieces. Each one is custom-scoped, month-to-month, and run by specialists who already know your site inside out.
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.
Annual plan includes a free semi-custom website build — 3 to 12 pages depending on your plan. Build capacity is limited.
No setup fees · 12-month term, then month-to-month · 30-day money-back guarantee
