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Turn your accounting firm website
into a booking desk and due-date calendar.

Describe your practice and Netiva’s AI builds a site with services and fees, pages for the industries you serve, a due-date calendar and consultation booking — with a live preview and code you own.

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Starter prompt

Build a website for a four-partner CPA firm that handles tax, monthly bookkeeping and payroll for small businesses. List services from a collection with a fee basis — fixed, a range or hourly — and link each to the industries it suits, such as restaurants, contractors and nonprofits, with a page per industry. Add a due-date calendar with the form, entity type, due date and extended due date. Prospects book a 30-minute consultation in open slots; new-client slots pause from March 1 to April 15. The intake asks only for contact details, entity type and a short question, never a Social Security number or tax documents.

Build it in Netiva Paste the prompt into a new workspace and adjust it to your business.
Overview

Who this accounting firm website is for

Most small accounting practices run a brochure site: a list of services, a phone number and a contact form that fills up in January. Then the same calls start — when the S corporation return is due, whether the firm works with restaurants, what monthly bookkeeping costs and whether anyone has time before March. An accounting firm website built with Netiva answers those on the page. Services, industries and due dates live in collections your staff keep current, and prospects book a consultation slot through a short intake that never asks for Social Security numbers or tax documents.

Key features

What your accounting firm website can do

  • Services with a stated fee basis

    Tax returns, monthly bookkeeping, payroll and advisory work each live in a services collection with what’s included and how you price it, so the services page and every detail page tell prospects the same thing.

    • Fee basis shown as fixed, hourly, a range or quoted after a consultation
    • A what’s-included list and a downloadable document checklist per service
    • A fee-updated date on every service for your own records
    • The industries each service suits, linked from both sides

  • Industry pages for each client type

    An industries collection related to your services gives restaurants, contractors, medical practices and nonprofits a page each, with the services that fit them and the filings they ask about, from Form 990 to subcontractor 1099s.

    • Related services listed on each industry page
    • Common questions and key filings written per industry
    • A services list prospects can filter by industry
    • First drafts of industry copy from the collection assistant, for a partner to review

  • A due-date calendar your staff keep current

    Federal and state due dates sit in a collection with the form, who files it and the extended date. Visitors see what’s due this month and filter by entity type, and each entry shows when your team last checked it.

    • Filters for individuals, partnerships, S and C corporations, employers and nonprofits
    • Original and extended due dates side by side
    • A checklist file attached to any due date
    • A saved view of entries nobody has checked this season

  • Consultation booking with a short intake

    Prospects pick a consultation type and an open slot, answer a few questions and get an email confirmation. Staff sign in to a desk to confirm, reschedule or mark each meeting as engaged or not a fit.

    • Slots only within the hours and meeting lengths you set
    • New-client booking paused for the busy-season dates you choose
    • A confirmation on booking and a reminder the day before
    • An intake that asks for no Social Security numbers or tax documents
Data model

The collections behind it

Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.

Services

Every engagement you offer, with its scope and how it’s priced.

  • Name (required) Individual returns, Monthly bookkeeping, Payroll… Text
  • Service line (required) Tax, Bookkeeping, Payroll, Advisory or Assurance Text
  • What’s included (required) Paragraph
  • Fee basis (required) Fixed, Hourly, Range or Quoted after consultation Text
  • Fee amount A fixed amount, an hourly rate or a range; blank when the fee is quoted Text
  • Fee updated on When this fee was last changed, for your own Circular 230 records Date
  • Industries The client types this service suits Relation to Industries
  • Document checklist What a new client should gather before the first meeting File

Industries

The client types you serve, each with its own page.

  • Name (required) Restaurants, Construction contractors, Nonprofits… Text
  • Overview (required) Paragraph
  • Key filings For example Form 990 for nonprofits or Form 941 for employers Text
  • Common questions Paragraph
  • Header image Image

Due dates

Federal and state filing and payment dates for the current season.

  • Title (required) Partnership returns, Q3 estimated tax… Text
  • Form 1065, 1120-S, 1040-ES, 941… Text
  • Applies to (required) Individuals, Partnerships, S corporations, C corporations, Employers or Nonprofits Text
  • Jurisdiction (required) Federal or the state’s name Text
  • Due date (required) Moves to the next business day if it falls on a weekend or legal holiday Date
  • Extended due date Leave blank if no extension applies Date
  • Checklist File
  • Last checked (required) When staff confirmed the date against the IRS or state calendar Date

Consultations

Every booked meeting, from first request to the engagement decision.

  • Name (required) Text
  • Email (required) Text
  • Consultation type (required) New business client, Tax planning, Bookkeeping cleanup or Notice review Text
  • Entity type (required) Individual, Sole proprietor, Partnership or LLC, S corporation, C corporation or Nonprofit Text
  • Starts at (required) Date & time
  • Length in minutes (required) 30 for most types, 45 for a bookkeeping cleanup Number
  • Question A short note only; the form asks for no SSNs, account numbers or documents Paragraph
  • Status (required) Booked, Confirmed, Rescheduled, Canceled, Engaged or Not a fit Text

Required field. Types are Netiva collection field types.

Screens

Pages and screens to start with

A typical first version. Ask the agent for more, or annotate the preview to change any of them.

  • Services

    Every engagement with its fee basis and what’s included, filterable by industry, each linking to its detail page and a booking button.

    Public

  • Service detail

    What the service includes, its fee basis, the industries it suits and the documents to gather, plus a button through to the booking page.

    Public

  • Industry page

    An overview for one client type, the related services, common questions and the filings that matter most to that industry.

    Public

  • Due-date calendar

    Upcoming federal and state due dates by month, filterable by entity type, with extended dates, checklists and the date each entry was last checked.

    Public

  • Book a consultation

    Choose a consultation type, see open slots, then leave a name, email, entity type and short question; new-client slots disappear during blocked dates.

    Public

  • Consultation desk

    Today’s and this week’s consultations for signed-in staff, with buttons to confirm, reschedule, decline or mark each prospect as engaged.

    Your team
How it works

From prompt to a live accounting firm website

  1. Describe your practice

    Tell Netiva your service lines, the industries you serve, how long each consultation type runs and when busy season starts. The agent drafts collections for services, industries, due dates and consultations.

  2. Enter fees and this season’s dates

    Fill in services and their fee basis in the collection grid, then add federal due dates from the IRS tax calendar and your state’s own dates, marking each one as checked.

  3. Book a test consultation

    In the live preview, book a slot as a prospect, check the confirmation the app sends to your own address and try a date inside your busy-season pause. Annotate anything that needs to change and the agent updates it.

  4. Publish before the January rush

    Publish in one click, connect your firm’s domain and put the booking link in your email signature. Every edit is checkpointed, so a wrong date change is easy to roll back.

Why Netiva

Netiva vs a traditional build

Building an accounting firm website with Netiva compared with a traditional build
Criterion With Netiva Traditional build
Due-date updates Dated records staff edit in a grid, each with a last-checked date, feeding the calendar page A deadline article rewritten by hand each season, with last year’s copy still being shared
Consultation scheduling Open slots inside the hours you set, a busy-season pause and emailed confirmations Phone tag and email threads to find a time, often in the middle of busy season
Getting started Describe what you need in chat and watch it take shape in a live preview Hire developers, or stitch together templates, plugins and a hosting plan
Content and data Built-in collections with nine field types, bound straight to your pages Set up and connect a separate database or CMS
Making changes Ask the agent; every change is checkpointed and reversible File a ticket, wait for a sprint, redeploy
Hosting and domain Global hosting and automatic SSL; connect a custom domain from the Starter plan Buy hosting, then install and renew SSL certificates yourself
Code ownership Clean production code you own and can export Locked into a template, plugin or agency setup
Examples

Ways teams use it

  • A three-partner CPA firm before busy season

    New individual-client consultations pause from March 1. The booking page points those visitors to the extension entries on the due-date calendar and to planning slots that reopen in May.

  • A solo bookkeeper who serves the trades

    Industry pages for plumbers, roofers and remodelers list monthly bookkeeping and cleanup packages with a fee range, and a cleanup consultation runs 45 minutes instead of the usual 30.

  • An enrolled agent practice that answers IRS notices

    A notice-review consultation asks for the notice number printed on the letter, such as CP2000, but not the letter itself. The booking page links to the firm’s secure file exchange for the document.

Good to know

Before you build

  • Due dates are yours to check

    The calendar shows only what your staff enter. Due dates move to the next business day when they fall on a weekend or legal holiday, and the IRS postpones deadlines in disaster areas, so confirm every entry against IRS and state sources each season.

  • Keep tax documents off the website

    Practices that prepare income tax returns are financial institutions under the FTC Safeguards Rule and need a written information security plan — worth keeping in a bookkeeping practice too. Keep the booking form short and collect documents through a secure file exchange.

  • Titles and published fees

    State accountancy laws limit who may use the CPA title and who may do attest work. Under Circular 230 a published fee binds you for at least 30 calendar days after the last date it was published — while the page is up and 30 days after you change it.

  • Your practice software stays

    Netiva doesn’t replace your tax software, practice management system or engagement letters. Booked consultations reach your existing calendar only if its provider offers an API you connect; otherwise staff add confirmed meetings by hand.

Compliance note

Due dates, checklists and industry pages are general information your firm maintains, not tax advice for any visitor, and the site doesn’t prepare returns, calculate tax or file anything. Dates change every year and can be postponed for disaster areas, so confirm each entry against IRS and state sources, and tell visitors on the calendar page to confirm their own deadlines with you.

FAQ

Questions about building an accounting firm website

Can prospects book a consultation slot straight from an accounting firm website?

Yes. The booking page offers open slots inside the hours you set, and each consultation type — a new business client, a bookkeeping cleanup or tax planning — can have its own length. The prospect gets an email confirmation and a reminder the day before. Staff sign in to the desk to confirm or reschedule, and you can pause new-client slots for the busy-season dates you choose.

How do I keep federal and state tax due dates on the site current?

Each due date is a record with the form, who files it, the due date, the extended date and a last-checked date. When a new season starts, the collection assistant can draft next year’s rows from this year’s for your staff to check against the IRS and state calendars. A saved view lists every entry nobody has checked yet, and IRS disaster postponements can be noted on the affected dates.

Can a CPA firm publish fees for tax returns and bookkeeping?

Circular 230 lets practitioners publish fixed fees for routine services, hourly rates, a range of fees and the fee for an initial consultation. You may charge no more than the published rate for at least 30 calendar days after the schedule was last published, and a fee on a live page stays published, so it is your ceiling until you change it. Each service holds a fee basis and a fee-updated date; a range such as $300–$600 for monthly bookkeeping fits. Your state board’s advertising rules apply too.

Should clients send tax documents through the website?

Not through the booking form. A practice that prepares income tax returns is treated as a financial institution under the FTC Safeguards Rule and needs a written information security plan, so check whether yours is covered. The intake asks only for contact details, entity type and a short question, and returns, W-2s and IDs go through the secure file exchange your firm already uses, linked from the site.

Does this work for a bookkeeper or enrolled agent who isn’t a CPA firm?

Yes. Services, industries, due dates and booking work the same way for bookkeeping practices and enrolled agents. The wording is what changes: only licensed CPAs and permitted firms may use the CPA title, and enrolled agents may not describe their designation as certified. A phrase such as “enrolled to practice before the IRS” is acceptable, and a bookkeeping firm’s name and copy shouldn’t suggest CPA services.

Which Netiva plan does an accounting firm website need?

You can start on the free plan with no credit card and build the site in the live preview. Connecting your firm’s own domain needs the Starter plan or higher, which also adds basic SEO tools and analytics. If you later want to charge for planning consultations through checkout, compare what each plan includes on Netiva’s pricing page before you publish.

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Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.

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