Case study · Financial services · Oregon
An Oregon tax and accounting website with scheduling and a secure client portal.
The problem
An enrolled agent offering business and personal tax services wanted to show his expertise and personal service without overwhelming visitors, and give clients a useful tool.
What we built
A new site with a page where clients schedule meetings, upload and download documents and log in to a secure portal.
Quick answers
What should a tax preparer's website offer existing clients?
Secure document exchange and easy scheduling save time on both sides during tax season. This site puts both on one page alongside a login to the client portal.
When did it launch?
September 2015.