Choose
Start from a practice-oriented website direction.
A better digital front door
Launch the website now. Shape the connected mobile experience next.
Give prospects and clients a branded place to understand services, take action, and move into the firm's connected workflow.
One connected path through the work.
- 01
- 02
Customize
Apply the firm's brand, services, content, and calls to action.
- 03
Preview
Review the website and connected client-experience direction.
- 04
Launch
Publish the approved website; scope mobile delivery separately.
Know what is happening now—and what needs to happen next.
When work is disconnected
Client requests are separated from the work.
Owners and deadlines require manual follow-up.
Review status is difficult to see.
Connected in TaxAutomate
Requests and documents stay with the client.
Owners, due dates, and next actions stay visible.
Review and delivery remain part of the workflow.
02
Everything around the work stays connected.
Practice-specific website templates
Keep practice-specific website templates visible and connected to the next action.
Brand and content editing
Keep brand and content editing visible and connected to the next action.
Hosted site previews
Make ownership, review readiness, corrections, and approvals clear to the team.
Service and contact calls to action
Keep service and contact calls to action visible and connected to the next action.
Client-experience design
Keep people, entities, services, and engagement history in one operating context.
Search-ready server content
Keep search-ready server content visible and connected to the next action.
03
One client record. One accountable workflow.
Website templates and editing are implemented; the combined branded mobile-app offer remains a preview.
Client context stays connected.
Team ownership stays visible.
Professional review stays in the workflow.
04
Start with one workflow. Build from what works.
- 1
Map
Choose one representative engagement and its handoffs.
- 2
Configure
Set the owners, stages, deadlines, and review steps.
- 3
Validate
Walk the workflow with the people who do the work.
- 4
Launch
Bring the proven workflow to the rest of the practice.
05
Website & Mobile App Studio: practical questions.
Is the website builder implemented?+
Yes. Template, editor, and hosted preview surfaces are present in the product.
Is a branded App Store and Play Store app included today?+
No general store-ready release is claimed. The combined mobile offer is a preview and must be scoped.