How to Customize and Publish Your Tax Advisor Website
Make your services clear and easy to book, especially during tax season.
Your Tax Advisor BrandPack includes a website designed to explain your offers, build trust, and make booking seamless. It’s especially useful during busy seasons, where clarity and automation can save hours.
See where your marketing is leaking customers.
See where your marketing is leaking customers.
Accessing and Navigating Your Website
- Log in to your Marketing OS dashboard.
- Navigate to Sites → Websites.
- Open the Tax Advisor template, with prebuilt pages for Home, Services, Booking, Thank You, Terms, and Privacy.
Customizing Your Content & Design
- Photo & Bio
Introduce yourself—share how long you’ve worked in tax prep, your specialties (e.g., small business, IRS support), and your certifications. - Services
Edit to include your common offers—filing help, quarterly payments, audit support, etc. - Testimonials
Use real quotes to show your trustworthiness and quick turnaround times. - Logo & Contact Info
Upload your logo using custom values and check your contact info under your profile settings. - Colors & Design
Use bold yet calming colors—think blues, greens, or clean whites. - Pop-Ups
Use timely pop-ups like “Now Booking for Tax Season” or “Avoid Late Fees—Schedule Now!”
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Domain Setup & Publishing
- Go to Settings → Domains, connect your domain, or purchase a new one.
- Click Publish when you're ready to go live
Keeping Everything Updated
- Use custom values to update details everywhere from your homepage to your email footer.
- Edit your pop-ups, booking details, or testimonials as needed—especially during tax season.
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Action Plan
Frequently Asked Questions
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