How to Customize and Publish Your Accountant Website
Show your professionalism and make it easy for clients to reach you.
Your Accountant BrandPack gives you a modern website template designed to explain your services clearly and help clients take action. It’s easy to edit, mobile-friendly, and built for trust.
Accessing and Navigating Your Website
- Log in to the Marketing OS dashboard.
- Go to Sites → Websites.
- Choose the Accountant site template—you’ll find prebuilt pages for Home, Services, Booking, Thank You, and legal pages.
- You can copy sections from other BrandPacks if you want to show multiple services or specialties.
Customizing Your Content & Design
- Photo & Bio
Swap in your headshot and a short intro about your accounting firm, what types of clients you serve, and how long you've been in business. - Service Descriptions
Update text to reflect what you offer—monthly bookkeeping, tax filing, audits, or business consulting. - Testimonials
Share success stories about time saved, peace of mind, or business growth. - Logo & Contact Info
Upload your logo using custom values, and make sure your phone and email are up to date in your Profile. - Design Settings
Match your colors and fonts to your firm’s brand—go for clear and professional. - Pop-Ups
Promote seasonal services or highlight your availability with a “Book a Free Intro Call” banner.
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Domain Setup & Publishing
- Go to Settings → Domains and connect your domain or purchase a new one inside the platform.
- Click Publish when your site is ready to go live.
Keeping Everything Updated
- Edit one value—like your logo or phone number—and the changes apply everywhere thanks to custom values.
- Update your seasonal offers, policy pages, or testimonials anytime.
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Action Plan
Frequently Asked Questions
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