Digital business card for accountants

Filing season is when people finally look for your number. Keep the firm, the document portal, and the direct line on a page you can update when the calendar shifts.

Samuel Ortiz

What belongs on the card

  • Firm
  • Document portal
  • Direct line
  • What you file
What are clients searching for in March?

The portal, the direct line, and a clear statement of what you file. They already know your first name.

Should the page accept document uploads itself?

Point to the portal you already secure. A public page is the signpost, not the filing cabinet.

How do new founders know you work with companies their size?

Say so in one line under the firm name: startups, clinics, landlords. Do not make them infer it from a services essay.

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