- HTML reference pages
- Descriptive headings
- Section links
- Printable summary
Case study: Tax advisory
From printout to page: advisory consultations made legible
The reference material for advisory consultations was a print-layout attachment. On any screen smaller than a desk it was an act of endurance to read.
- Client
- Succession planning advisory firm
- Region
- Santa Rosa, California
- Size
- 18 staff; one locally managed operation
- Timeline
- 25 working days after content approval, including staff review and handover
Before the build
Where the work started
Succession planning advisory firm in Santa Rosa, California: 18 staff; one locally managed operation.
- 01
The starting point
The reference material for advisory consultations was a print-layout attachment. On any screen smaller than a desk it was an act of endurance to read.
- 02
The problem
With advisory consultations, the file mixed several subjects with no way to link to a single answer. Staff sent the whole attachment even when the caller needed one small detail.
The build
What we built
The old document became a set of readable sections on partner responsibilities and the engagement process, with headings that describe their contents and links that jump straight to them. A print-friendly version is still available.
Where this lives in the offer
Timeline
25 working days after content approval, including staff review and handover
After launch
What changed
When it comes to advisory consultations, staff reply with a precise link instead of an attachment. The document's contents finally work at the speed of the questions.
In the client's words
Our advisory consultations material was always good; the format was the problem. On the page, people actually use it.
Want the same kind of fix on your own firm's site? Walk through it with us on a live call.
Book a demoQuestions about this engagement
01How long did this engagement take?
25 working days after content approval, including staff review and handover.
02What did the work include?
HTML reference pages, Descriptive headings, Section links, Printable summary. The old document became a set of readable sections on partner responsibilities and the engagement process, with headings that describe their contents and links that jump straight to them.
03Can a accounting or professional services firm get the same work done?
Yes. Every feature this engagement relied on is included on every plan, from Practice up.
04Why is the client not named?
Clients are identified by type and region only, on purpose. The quote on this page is the client's own, published with their permission, and nothing on the page is invented.
Your firm's version of this fix
A live walk-through of the pages, the inquiry flow and the handover your firm would get, and which plan carries them.