Example · Foundation
Composite scope for sales conversations—not a measured client engagement or verified outcome. See published packages for what ships in each tier.
Tax & accounting · Newton, MA
Giving tax-season traffic a calm intake ladder—not a single overloaded inbox
Harbor Line Tax & Accounting · 2-week v1 launch
Busy CPA firm with strong referrals—but one contact form treated extensions, s-corps, and “quick questions” the same, so March admin drowned in back-and-forth.
Visual preview
Open multi-section mock homepage — scroll an illustrative owner site built on our stack (not a paying client).
Challenge
No structured way to ask scope questions before the consult—preparers rebuilt checklists from scratch for every new email thread.
Solution
Foundation site: module tiles for return types, stepped intake (timing → income sources → life events), secure upload optional, proof stack (PTIN/EA, data handling, turnaround windows) above the fold.
What we measure once live
- Intake step labels agreed for analytics before copy freeze
- Top three document types prioritized for mobile upload UX
- Extension vs full-file routing documented for front-desk scripts
Services Included
- Website rebuild
- Quote automation