CPA firm staff pages: every accountant one tap from their clients

CPA firms keep clients for years, and those clients bond with one person: the CPA who does their return, the bookkeeper who knows their business, the staff accountant who always calls back. Your website lists everyone. It rarely makes it easy to reach your own person from a phone.

What a staff page does

• Call in one tap, straight to that person's direct number.
• Text, when the number can take texts.
• Save to Contacts, so the client finds their accountant next April without searching.
• A request that goes to that person's email or cell.
• Their own QR code for engagement letters, the front desk and business cards.

Push notifications at tax time

Clients who tap the bell on your app can get push notifications from you: deadline reminders, office hours during the season, a closing for weather. That's the Reach pack, included for founding teams during launch.

One admin, all year

Seasonal staff come and go. The owner or a co-admin adds, edits and retires people from one admin on their phone, so the team page stays as current as the payroll.

What it costs

Starts at $97 a month for the first person, plus $27 a month per teammate, and $17 a month from the 11th. A 10-person firm is $340 a month. Monthly has a 6-month minimum, then month to month. It runs beside your main website.

One CPA, no team?

A solo practice wants the Kardinal App: your website turned into an app on your clients' phones, $97 a month or $977 a year.