A Modern Website and Connected Client Portal for a Tax Preparation Firm
DIRC engagement. Delivered by Do IT Right Consultants LLC.
Overview
A tax preparation firm wanted its website to bring in clients and its existing clients to be able to work with the firm online.
The challenge
Visitors needed a clear path from the website to getting started, and clients needed a portal that reflected the information already in the firm's systems rather than another disconnected login.
The approach
- A new, modern website built around a clear call-to-action path
- A client portal connected to the information in the firm's systems
The outcome
- A clear path from first visit to becoming a client
- Better client interaction through a portal tied to the firm's own data
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