Frequently asked questions

A custom-coded website built for the firm's practice areas, partners and offices, managed by us for as long as the plan is active. That includes hosting, a domain, weekly updates, the revisions included in the plan, and researched articles published on a fixed schedule. Nothing is itemised separately; the monthly figure is the whole running cost of the site.

7 days on Practice, 10 on Partnership while the AI Engine is trained on the firm's own content, and 15 on Multi-Partner with the Content Engine set up alongside it. The clock starts at the onboarding call, not at purchase, so the sooner the onboarding form is in, the sooner the site is live.

A website service only. We build and manage the firm's website; we are not a CPA firm, accounting firm, or provider of accounting, tax, audit or assurance services, and nothing on the site or written by us is professional advice. The firm's practice stays entirely with the firm.

Moving from Practice to Partnership or Multi-Partner is a plan change, not a rebuild. The site, pages and history carry over; the new tier's features (the AI Engine, or the AI Engine plus the Content Engine) are added on top of what already exists.

Any change request submitted through the client portal, with no limit on how much goes into one. A new partner bio, an updated practice area description, a new office page, a colour change: each is one revision. So is something larger. "Add pages for two new partners, here is their information" is one revision, not two. 5 are included every month.

Each additional revision is a flat $20, with no cap on how many can be purchased and no hourly billing anywhere. Every revision, whatever its size, is completed within 2 to 5 working days. Unused revisions do not roll over to the next month.

Through the client portal: describe the change, attach anything needed, and it lands with the team as a tracked request. A firm can also email us or reply to any thread with our team, and we log it as a revision for tracking.

It adds an AI receptionist and site chat that answer routine questions (office hours, what a service covers, how to book a call) at any hour, along with SMS, Messenger and Instagram AI, a call-analysis PDF after each answered call, and A2P 10DLC registration filed on the firm's behalf so text messaging is compliant from day one. It is included from Partnership up.

No. It is built to answer routine questions about the firm and the site, and to route anything that reads as a request for accounting, tax or audit advice to a person at the firm. It never gives professional advice on the firm's behalf.

Partnership is $297 a month plus the actual usage cost of running the AI systems, billed at what our providers charge, with no markup added on top. It is not a flat add-on fee.

A privacy policy, terms of use, a cookie policy with a consent banner that genuinely blocks analytics and marketing scripts until a visitor agrees, an accessibility statement, and a disclaimer that website content is general information rather than professional advice. Pages are built with the ADA and WCAG 2.2 AA in mind. These help a firm meet common expectations; they are not legal advice, and firms with specific state board or regulatory obligations should have counsel review the wording.

No. The form asks what kind of engagement someone needs, their contact details and a short description, and tells visitors not to send tax documents, account numbers or Social Security numbers through it. Documents belong in the firm's own secure client portal, not in a website form.

We file A2P 10DLC registration with the carriers on the firm's behalf and use consent wording written with the Telephone Consumer Protection Act (TCPA) in mind on every form that collects a mobile number. That helps the firm text within carrier rules; the firm stays responsible for how it uses the channel.

No. One domain is included free for as long as the plan is active, registered in the firm's name, so the firm owns it outright. If the firm already has a domain, we point it at the new site instead and nothing changes for anyone who already knows the current address.

The firm tells us where to send it and we transfer the domain at no charge, since it is registered in the firm's name and belongs to the firm regardless of the hosting arrangement.

The monthly fee for the chosen plan is paid up front: $137, $297 plus AI usage, or $747 a month. The $797 one-time build fee is invoiced only after the site is live and the firm has approved it. Domain and hosting are already inside the monthly figure.

Email us to cancel. The message must reach us at least 2 business days before the next invoice date, during business hours, 9:00 to 17:00 Central Time, Monday to Friday. A message sent outside those hours counts from the start of the next business day, so a weekend email does not give 2 business days of notice for an invoice due Monday or Tuesday. With valid notice, no further invoice is raised and the site runs to the end of the paid month. With late notice, the next invoice is charged as normal and cancellation takes effect at the end of that month.

No. All sales are final, including monthly fees, the build fee, extra revisions and any pass-through cost billed at what our providers charge us. The one exception is a duplicate or incorrect charge caused by our billing: report it within 30 days and it is corrected within 10 working days. The build fee is only charged after the firm has approved the site, which is why it is not refundable afterward.