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client portals, booking, e-signatures, payments and marketing for CPAs, accounting firms, bookkeepers and advisors
Every busy season brings the same chase -- missing W-2s, unsigned engagement letters, documents spread across five email threads and invoices still open from last April.
We take the chase off your team's plate. Clients upload documents to one secure place, book their own appointments, sign online and pay by card, and the marketing that brings in new clients keeps running all year.
Built for CPA firms Accounting firms Bookkeepers Tax preparers Financial advisors
A secure client portal for documents, with a checklist of what's still missing.
Appointments booked online and engagement letters signed before the first meeting.
Invoices paid online and monthly clients on autopay.
Show up for "CPA near me" with local SEO and Google Ads.
Most accounting firms still collect tax documents through email attachments, shared drives and a stack of envelopes at the front desk, and the website is usually the one part of the firm that hasn't changed since the doors opened. Foxco builds accounting firm websites with a secure client portal for document uploads, online booking for tax appointments and consultations, engagement letters clients sign online and invoices they pay with a card in seconds. Local SEO and Google Ads bring in the clients you want before the busy season starts, and our marketing team keeps you in touch with them all year so they come back next season without a reminder call. CPAs, accounting firms, bookkeepers, tax preparers and financial advisors get one senior team, an expert in every time zone and a firm that looks as buttoned-up online as it is on paper.
Every January the phones start ringing and every April the office runs on coffee and overtime. Somewhere in between, half the client documents arrive as blurry phone photos in an email thread, a few clients still haven't signed their engagement letters and somebody is chasing last year's invoice. The work itself is what clients pay you for -- it's everything around the work that eats the season.
Foxco builds accounting firm websites that take that weight off your team. A secure client portal gives every client one place to upload W-2s, 1099s, receipts and statements, with a checklist that shows what's still missing. Online booking handles tax appointments, consultations and quarterly check-ins, and engagement letters and e-signatures are done before the first meeting.
Getting paid gets easier too. Clients pay invoices online by card or bank transfer, recurring clients go on autopay for monthly bookkeeping or advisory work and your team spends tax season on returns instead of collections. Every service you offer gets its own page and every niche you serve -- contractors, medical practices, real estate investors, restaurants -- gets a page that speaks their language and shows you know their numbers.
The best time to win a client is before they're desperate. Our local SEO and AEO work covers your Google Business Profile, reviews and service pages so you show up when people search "CPA near me" or ask an AI who handles small business taxes in their city, and Google Ads fill specific gaps, like new business clients in the fall or individual returns in January. Our marketing team keeps you in front of clients year-round with deadline reminders, tax law updates and newsletters, so they think of you before they think of shopping around.
Every financial practice runs a little differently and we build for that. CPA and accounting firms need service pages, staff bios and client portals that scale across a team, bookkeepers sell monthly packages and need easy onboarding, tax preparers live and die by the season and financial advisors need a site built around trust, with compliance review in mind for every page and post.
We host what we build, keep it secure and pick up the phone when something breaks, which matters when your clients are trusting you with their Social Security numbers. Whether you're a solo preparer or a multi-partner firm, you'll work with senior people who've built for 500+ companies, with an expert in every time zone. Let's make next season the easiest one you've had.