New prospects and existing clients should not enter the same generic inbox.
Accounting firms handle new-business inquiries, existing-client questions, document needs, tax-season requests, referrals, and multiple appointment types through the same website. A clearer digital front door separates those journeys.
Audit My Accounting Firm Front DoorCommon journeys.
New prospect
Goal: Identify service fit and move toward the correct consultation or intake step.
Existing client
Goal: Reach the right support, appointment, document, or service path without restarting as a lead.
Referral
Goal: Capture the source and move the referred prospect into the right review path.
Appointment request
Goal: Reach the correct calendar and appointment type.
Document request
Goal: Use the firm's approved document process instead of a generic contact form.
Common friction.
- one contact form handles every request
- existing clients submit through prospect forms
- consultation types are unclear
- different services share one calendar
- tax-season inquiries overwhelm the same route
- staff manually forwards every submission
- form data does not create a useful CRM record
- reminders and next steps vary by staff member
The audit stays focused.
This is not an accounting marketing strategy engagement. We review website entry, visitor routing, intake, qualification, calendars, confirmations, reminders, CRM handoff, and follow-up.
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See your front door before you rebuild it.
Start with ten questions or book the full audit.