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.
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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