3 Tools That Can Improve Any Accountant’s Website

April 6, 2022
by: SMK

All businesses will need an accountant at some stage and choosing an accountant is an incredibly personal thing. It is therefore important that your accountancy firm’s website engages visitors, is up to date and educates users so that any visitor will have all the evidence they need to choose you as their accountant. 

But how do you make sure your website stands out and attracts new clients rather than repels them? 

Here are 3 plug-ins (pieces of software built into your website) that could transform your website and your visitors’ experience!

  1. Appointment Scheduling Software  

Having an appointment scheduling software enables potential clients and current clients to find a time for an appointment that suits both you and them. Bookings can be arranged when the client is free during time slots you designate in advance. Many also offer automatic reminders via email or messages which reduces no-shows.

Many of these booking systems integrate with video conferencing tools like Zoom and Microsoft Teams, which reduces the need to meet in person - saving time for both parties.

Technical support icon on blackboard
Concept mobile online booking on the table

2. Tax calculators 

There are a wide range of tax calculators that can be integrated into an accountant’s website that can be useful tools for clients.

  • A national insurance calculator will calculate the amount of National Insurance anyone is expected to pay in the current tax year based on their income and employment status. 
  • An income tax calculator calculates both the income tax and national insurance you will pay in the current tax year. This will depend on your earnings and tax-free allowances. 
  • A child benefit calculator will determine how much the government will pay you each month in child benefit based on the number of children you have and your earnings as well as your partner’s earnings.

There are plenty of other tax calculators out there or a custom one could be built to fit your purpose. These kinds of plug-ins are helpful tools and resources for clients and can reduce the time you spend doing basic tasks that you can empower a client to do themself.

3. Client Portal

A client portal provides a secure and convenient platform to communicate and share confidential documents as well as providing storage for historical files that might need to be accessed by both parties. 

Making it easy for clients to access the information they need will save them time and hassle and will reduce the admin for your team also.

Providing simple tools that offer improved customer experience will improve client retention as well as attract more clients to your business.

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