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UniLink for Accountants
by UniLink

Tax season doesn't wait, and neither should your clients. Build a page that clearly lists your services, lets business owners and individuals book consultations on their schedule, answers pricing questions before the first call, and builds confidence with client reviews.

Create Your Accounting Page
UniLink for Accountants

Built forAccountants

Accounting & Tax Service Packages

Accounting & Tax Service Packages

Lay out your offerings in plain language — individual tax prep, small business bookkeeping, quarterly tax planning, payroll services, audit support, or CFO advisory. Specify who each service is for and what's included, so small business owners and individuals find exactly what they need.

Popular with: Photographers · Consultants · Freelancers

Book a Tax or Financial Consultation

Book a Tax or Financial Consultation

Clients book an initial consultation, tax review meeting, or year-end planning session directly from your page. They select the service type, describe their situation (freelancer, small business, corporation), and pick a time. You prepare accordingly instead of going in blind.

Popular with: Salons · Personal Trainers · Photographers

Pricing, Process & Tax FAQ

Pricing, Process & Tax FAQ

Answer the questions that fill your inbox every January — what do you charge for tax prep? What documents do I need? When is the deadline if I file an extension? Do you handle state taxes? A thorough FAQ reduces repetitive emails and positions you as organized and transparent.

Popular with: Consultants · Lawyers · Dentists

New Client Inquiry Form

For prospective clients with complex needs — businesses with multiple entities, international tax situations, or IRS issues — provide a detailed intake form. Capture business type, annual revenue range, number of employees, and specific concerns. This lets you assess fit and prepare a proposal before the first meeting.

Client Testimonials & Trust Signals

People trust accountants with their most sensitive financial information. Reviews from business owners who praise your accuracy, responsiveness, and tax savings create the confidence a new prospect needs to hand over their financials. Specific results like 'saved us $12K in taxes' are powerful.

Your Complete Accounting Hub

Your Complete Accounting Hub

A freelancer Googling 'do I need an accountant,' a small business owner referred by their lawyer, and a startup founder comparing firms — they all click your link and find clear services, transparent process, and a path to booking. Your page turns prospects into clients around the clock, even during your busiest season.
Create Your Accounting Page

Grow Your Client Base

Collect emails from visitors who are shopping for an accountant but haven't committed yet. Send tax deadline reminders, deduction checklists, and year-end planning tips. When April approaches and panic sets in, you're the accountant who's been helping them all along — for free.
Create Your Accounting Page
Grow Your Client Base

Frequently Asked Questions

Can clients book a tax consultation directly from my page?
Yes. Set up appointment types for different services — tax prep intake, quarterly review, year-end planning. Clients describe their tax situation when booking so you can prepare relevant questions and advice before the meeting begins.
How do I display my different service packages?
The services block lets you create entries for each offering — individual returns, small business bookkeeping, payroll, tax planning, audit defense. Include what's covered and pricing or 'starting from' rates. Clients self-select the service that matches their needs.
Is the FAQ feature useful for an accounting practice?
Extremely. Tax prep generates repetitive questions about documents needed, filing deadlines, pricing, and process. A comprehensive FAQ saves you hours of email responses and demonstrates to prospects that you're organized, experienced, and transparent about how you work.
Can I collect detailed information from new client inquiries?
Yes. Customize the contact form to capture business type, entity structure, revenue range, number of employees, current accounting software, and specific needs. This means your first response is a tailored service recommendation, not a list of clarifying questions.
How do reviews help attract accounting clients?
Trust is everything in accounting. Reviews where clients mention accurate filings, money saved, clear communication during audits, or the relief of having finances handled properly reassure prospects that their sensitive information and tax liability are in competent hands.

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