GE Tax
Professional website & bookkeeping app for a CPA firm in Toronto.
The Challenge
A Toronto-based CPA firm needed a professional web presence to attract new clients, but their existing site was outdated and not generating any inbound leads.
Tax and accounting services are commoditized — the firm needed a way to differentiate from larger competitors and convey their personalized approach.
Most of their client acquisition came from referrals, leaving significant growth potential from online channels untapped.
Clients relied on shoeboxes of paper receipts and manual data entry for bookkeeping — accounting staff spent hours each month chasing down missing records before they could start actual tax work.
The Solution
Built a modern, trust-building website that highlights the firm's personal approach, credentials, and service specializations — positioning them as accessible experts rather than a faceless firm.
Implemented a multi-channel lead generation system: contact forms, service-specific inquiry flows, and a consultation booking mechanism.
Optimized for local SEO targeting "accountant Toronto", "tax services Toronto", and related queries to capture organic search traffic.
Developed a bookkeeping app that lets clients snap photos of receipts, automatically extract transaction details via OCR, and sync records directly to the accounting firm — eliminating manual data entry and reducing back-and-forth.
Built With
The Results
New professional web presence launched
Lead generation forms capturing qualified prospects monthly
Local SEO positioning for key accounting search terms
Mobile-responsive design with professional credibility signals
Receipt-to-ledger time cut from days to minutes with photo-scan bookkeeping
Have a workflow like this?
Tell us what your team repeats every week — we will tell you honestly whether software can take it off their hands.