Websites for CA and accounting firms
Websites for CA and accounting firms: clear services, credentials and consultation requests
Clients choose an accountant on clarity and trust. A firm website explains each service in plain language, lists the documents you need, and presents your team the way ICAI guidance allows.
The problem
What gets in the way for a CA firm
Every firm sounds the same
Two firms offering “GST, ITR and compliance” look identical until one explains what each service actually includes.
Jargon gets in the way
TDS returns, ROC filings and Form 26AS mean little to a first-time business owner without a plain explanation.
“Which documents do you need?”
The same document list gets typed out on WhatsApp for every new client, every filing season.
Deadlines bring a rush
Return deadlines bring a wave of last-minute enquiries, all asking the same questions at once.
What to include
What your website should include, and why
- 01
A page for each service you offer
Income tax, GST, audit, company compliance and bookkeeping, each explained in plain language for the client who needs it.
- 02
Document checklists
A list of what to send for each service removes the back-and-forth at the start of every engagement.
- 03
Consultation requests on WhatsApp
A button opens WhatsApp with prompts for the service, the type of entity and how urgent the matter is.
- 04
Partner and team credentials, as permitted
Qualifications and membership details presented the way ICAI guidance for firm websites allows.
- 05
Links to the portals clients already use
Point clients to your existing document-sharing or accounting portal, rather than collecting documents through the website.
- 06
Key due dates, only if kept current
A deadline calendar helps clients only while someone updates it; an outdated date does more harm than none.
Most CA firm websites are built as business websites; the other option is custom websites.
Suggested structure
The pages a CA firm website usually needs
A starting point, adjusted to your business when we plan your website.
01Home
- Services
- Who we help
- Consultation
02Services
- Income tax
- GST
- Audit and compliance
03Checklists
- By service
- How to share documents
04Team
- Partners
- Qualifications
05Contact
- Office
- Hours
- Map
A sample checklist: income tax return for a salaried client
A checklist like this on each service page answers the first question before it's asked.
- PAN and Aadhaar
- Form 16 from each employer
- Annual Information Statement (AIS) and Form 26AS
- Interest certificates from banks
- Proof of tax-saving investments and insurance premiums
- Rent receipts, if claiming HRA
- Home-loan interest certificate, if any
- Capital gains statements, if shares or property were sold
Professional rules to check
- ICAI's Code of Ethics restricts advertising and solicitation by chartered accountants.
- ICAI has issued guidelines on what a CA firm's website may contain; confirm the current version before publishing.
- Name clients only with their written consent, and only where the guidance allows it.
This is a summary to plan your website around, not legal advice. Please confirm the rules that currently apply to you; we build the website around what you confirm.
See the pattern in a working demo: Arthaline Advisory
Arthaline Advisory is a fictional tax and accounting practice we built to show these ideas in practice. It isn't a client project.
How we build it
Five steps from brief to launch
- 01
Share your requirements
Tell us about your business, the pages you need and the features you want.
- 02
Plan the website
We organise your content, page structure and features.
- 03
Design and build
Your website is designed and built to the agreed requirements.
- 04
Review
You review the website and give feedback within the agreed scope.
- 05
Launch
After final checks, your website goes live.
Websites start at ₹2,999
The final price depends on the number of pages, features, integrations, custom functionality, content requirements and design complexity.
FAQ
Questions CA and accounting firms ask
Can a CA firm have a website?
Yes. ICAI permits firm websites within its guidelines, which govern what a site may show and how. We build around the guidance you confirm is current.
Can clients upload documents through our firm's website?
We don't build document portals. If you use one already, your website links to it; otherwise clients share documents the way you already accept them.
Should we publish filing deadlines on our website?
Only if someone will keep them updated. Due dates move with notifications and extensions, and a wrong date on your website is worse than none.
Can we list our clients' names?
Only with each client's written consent, and only where professional guidance allows it. Many firms describe the industries they serve instead.
We're an accounting practice, not a CA firm. Does this still apply?
The structure does: services, checklists and consultation requests. ICAI's rules apply to chartered accountants, and either way your qualifications should be described accurately.
Related industries
Websites for similar businesses
Lawyers
Factual profiles, practice areas and a proper disclaimer, built around Bar Council rules.
Business consultants
Clear positioning, engagement models, case studies cleared with clients and call requests.
Let's plan your CA firm website
Tell us about your business and what you want customers to do. We'll suggest the pages and features that fit.