The real need
Rigour shows before the first appointment.
The mockup settles the mood in one second: the advisor, the team with faces, the promise of "dates never missed".
Services with published prices, a client portal in one button, and a tax FAQ that answers before the question. Tax season calls on its own.
What the mockup contains
Six elements that make a accounting firm storefront sell.
Whatever the package, these six ingredients ship by default for this sector. They come from the same system as this site.
- Team with faces — who handles your file.
- Services with published prices — returns, bookkeeping, GST/QST.
- Client portal in one button — document upload without heavy email.
- Tax FAQ — answers before the questions, in plain language.
- Tax calendar — the dates that matter, flagged at the right time.
- Booking — in person, by phone or by video call.
Several visuals
What it looks like, screen by screen.
Four views of the same sector, made at the agency: the homepage, the services page, mobile and contact. These are generic mockups — no real business behind them.
Frequently asked
What people ask about a accounting firm storefront.
Should fees be published?
At least the common services: a simple return, monthly bookkeeping. Complex files stay on quote. Published prices filter and reassure.
How does the client portal work?
It's a space to drop documents (receipts, statements) and find deliverables. The firm keeps control of access and backups.
Does the site replace the human relationship?
No, it prepares it. The client arrives at the first appointment with documents already uploaded and questions already framed.
What about document confidentiality?
Uploads go through a secure space, with limited access and a clear retention policy. No document is sent as an unprotected attachment.
Next steps
Ready to have this storefront for your business?
A free 20-minute conversation, no pressure. We look at your situation and confirm the most sensible package — usually the smallest one.
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Tommy Lafrance's Web AgencyAGENCE • WEB • CYBERSÉCURITÉ