UPGRADE TO CLIENT INTAKE SYSTEM
WITH A NEW PREMIUM WEBSITE.
Pre-screen inquiries using your rules, collect intake, and book consultations with less back-and-forth.
Keep your existing tax software, client portal, and practice-management systems.
5+ HOURS BACK / WEEK
Designed to help active solo and compact accounting firms recover 5+ hours of repetitive inquiry, intake, scheduling and signature administration each week. Actual recovery depends on activity volume and current processes.
5+ HOURS BACK / WEEK
Designed to help active solo and compact accounting firms recover 5+ hours of repetitive inquiry, intake, scheduling and signature administration each week. Actual recovery depends on activity volume and current processes.
WHERE DO 5+ HOURS DISAPPEAR EACH WEEK?
Routine front-office work rarely feels like one large task. It accumulates through vague inquiries, repeated client questions, scheduling exchanges, missing information and engagement-letter follow-up.
VAGUE NEW INQUIRIES
Time spent identifying the service needed, entity type, urgency and potential fit.
EXISTING-CLIENT ROUTING
Repeated requests for portal links, uploads, payments, appointments and routine support.
SCHEDULING AND PREPARATION
Calendar exchanges, incorrect appointment types, reminders and collecting context before the meeting.
ENGAGEMENT ADMINISTRATION
Preparing approved documents, sending signature reminders and checking completion.
PROTECT YOUR CAPACITY AND MAKE ROOM FOR BETTER-FIT WORK.
Structure routine client-facing steps before they reach you or your staff.
Time Recovery Calculator
See how much owner and staff time may be consumed by routine client-facing administration.
ADMINISTRATIVE TIME POTENTIALLY RECOVERED
5.4 HOURS / WEEK
APPROXIMATE WEEKLY VALUE OF RECOVERED TIME
$1,350 / WEEK
Hosting, Maintenance & Platform Access: $99/week equivalent
Billed monthly at $429
Current assumptions: 12 new inquiries, 18 routine client requests, 11 consultations and appointments, and a $250 hourly value.
SEE HOW YOUR WEBSITE AND WORKFLOWS GUIDE EACH CLIENT TO THE RIGHT NEXT STEP
Your firm defines the rules. The website and configured workflows apply them from the first visit through intake, booking, signature and review follow-up.
SEE HOW EACH CLIENT REACHES THE RIGHT NEXT STEP
Your rules guide intake, booking, signatures and review follow-up.
New Business Inquiry
What the visitor experiences
A guided inquiry that asks the preliminary questions approved by your firm.
What the firm gains
Organized context on service need, entity type, urgency and potential fit.
What remains under CPA control
Questions, qualification criteria and the next step offered.
New Business Inquiry
What the visitor experiences
A guided inquiry that asks the preliminary questions approved by your firm.
What the firm gains
Organized context on service need, entity type, urgency and potential fit.
What remains under CPA control
Questions, qualification criteria and the next step offered.
See the direction before billing begins.
NO COMPLEX SOFTWARE MIGRATION
KEEP YOUR ACCOUNTING SYSTEMS. UPGRADE THE CLIENT-FACING LAYER.
Your tax, portal and practice-management systems stay where they are. TQP builds and routinely maintains the website and configured client workflows in front of them.
YOUR ACCOUNTING SYSTEMS STAY
- ●TaxDome, Canopy, Karbon or Financial Cents
- ●Secure client portal and document storage
- ●Tax-preparation and filing software
- ●Identity-verification and compliance workflows
SIMPLE CLIENT PATHWAYS
The website routes visitors to the intake path, appointment type, portal, upload page, payment page or other destination selected by your firm.
No migration of your tax software is required for the current Managed Launch.
TQP BUILDS & MAINTAINS THE NEW CLIENT PATHWAYS
- ●Premium website and service pathways
- ●Firm-defined inquiry and intake routing
- ●Branded scheduling, confirmations and reminders
- ●Firm-approved engagement documents and e-signatures
- ●Selected-client review requests
- ●Hosting and routine technical maintenance
- ●TaxDome, Canopy, Karbon or Financial Cents
- ●Secure client portal and document storage
- ●Tax-preparation and filing software
- ●Identity-verification and compliance workflows
SIMPLE CLIENT PATHWAYS
The website routes visitors to the intake path, appointment type, portal, upload page, payment page or other destination selected by your firm.
No migration of your tax software is required for the current Managed Launch.
WE BUILD AND MAINTAIN THE SYSTEM. YOUR FIRM RUNS THE PRACTICE.
Your firm controls qualification, availability, client communication, document approval and daily operations.
CONTROLLED MANAGED-LAUNCH SCOPE
WHAT YOUR MANAGED LAUNCH INCLUDES
A premium website with configured intake, booking and routine client workflows built around the approved launch pathways for your firm.
PREMIUM WEBSITE
A focused, professionally designed website that explains the firm, its services and the appropriate next steps.
INCLUDED:
- ✓Approximately 5 to 10 primary pages
- ✓Custom visual direction and service positioning
- ✓Mobile-first implementation
- ✓Clear services, credentials, reviews and direct-answer content
- ✓Structured service and location information for people and modern search systems
- ✓Hosting and routine technical maintenance
INTAKE & BRANDED SCHEDULING
Firm-defined inquiry pathways and appointment experiences that organize context before a consultation reaches your calendar.
INCLUDED:
- ✓Up to four primary intake pathways
- ✓Firm-approved preliminary questions
- ✓Branded appointment types
- ✓Configured confirmations and reminders
- ✓Self-service rescheduling where approved
ENGAGEMENT DOCUMENTS & E-SIGNATURES
A configured signing experience for documents and templates approved by your firm.
INCLUDED:
- ✓Up to three approved engagement or service-agreement templates
- ✓Electronic signatures
- ✓Completion tracking
- ✓Configured signature reminders
- ✓Completion notifications
Your firm approves scope, pricing, wording and final terms. TQP configures the approved document experience.
REVIEWS & CLIENT FOLLOW-UP
A controlled review-request process designed to make reputation follow-up more consistent.
INCLUDED:
- ✓One selected-client review-request workflow
- ✓Firm-selected review-request timing
- ✓Firm-approved review responses
- ✓Review proof displayed on the website where supported
HOSTING, MAINTENANCE & TECHNICAL SUPPORT
Hosting, routine technical maintenance and support for the website and workflows TQP configured within the approved launch scope.
INCLUDED:
- ✓Website hosting
- ✓Routine technical maintenance
- ✓Platform access
- ✓Technical support for configured workflows
- ✓A 60-day in-scope configuration review
PREMIUM WEBSITE
A focused, professionally designed website that explains the firm, its services and the appropriate next steps.
INCLUDED:
- ✓Approximately 5 to 10 primary pages
- ✓Custom visual direction and service positioning
- ✓Mobile-first implementation
- ✓Clear services, credentials, reviews and direct-answer content
- ✓Structured service and location information for people and modern search systems
- ✓Hosting and routine technical maintenance
INTAKE & BRANDED SCHEDULING
Firm-defined inquiry pathways and appointment experiences that organize context before a consultation reaches your calendar.
INCLUDED:
- ✓Up to four primary intake pathways
- ✓Firm-approved preliminary questions
- ✓Branded appointment types
- ✓Configured confirmations and reminders
- ✓Self-service rescheduling where approved
TQP builds, configures, hosts and routinely maintains the website and workflows included in the approved launch. New features or materially expanded workflows are reviewed separately.
See the direction before billing begins.
No tax-software migration. No separate setup fee under the current Managed Launch.
SEE THE DIRECTION BEFORE BILLING BEGINS
HOW THE PRIVATE PREVIEW WORKS
See your proposed website direction and client-intake blueprint before billing begins.
REVIEW
We review your current website, services, ideal clients and client-facing process.
CREATE
We prepare a proposed homepage direction, priority service structure, recommended client pathways, and an intake and scheduling blueprint.
APPROVE
You review the proposed direction before billing or production implementation begins.
IMPLEMENT
After approval and receipt of the required information, access and materials, TQP completes the approved production website and launch configuration.
REVIEW
We review your current website, services, ideal clients and client-facing process.
CREATE
We prepare a proposed homepage direction, priority service structure, recommended client pathways, and an intake and scheduling blueprint.
APPROVE
You review the proposed direction before billing or production implementation begins.
IMPLEMENT
After approval and receipt of the required information, access and materials, TQP completes the approved production website and launch configuration.
BUILT AROUND OWNER CONTROL
A BETTER CLIENT JOURNEY SHOULD MAKE THE FIRM EASIER TO RUN.
TQP designs, configures and maintains the website and client workflows included in your approved launch. The objective is not to add unnecessary software. It is to reduce avoidable interruptions, improve inquiry context and create a cleaner path from first contact to engagement.
BUILT AROUND OWNER CONTROL
OWNER CONTROL, NOT MORE SOFTWARE
TQP configures the approved website and client workflows. Your firm retains the professional and operating decisions.
"The goal is not to give a CPA firm more software. It is to give the owner more control over the repetitive client-facing work surrounding inquiries, appointments and engagement."
The result is a clearer, more organized path from inquiry to engagement.
VIKRAM ROY
Founder & Product Lead, The Quiet Protocol
Background in product, software and systems design, with a focus on translating operating rules into clear digital journeys.
VIKRAM ROY
Founder & Product Lead, The Quiet Protocol
Background in product, software and systems design, with a focus on translating operating rules into clear digital journeys.
"The goal is not to give a CPA firm more software. It is to give the owner more control over the repetitive client-facing work surrounding inquiries, appointments and engagement."
The result is a clearer, more organized path from inquiry to engagement.
SEE THE DIRECTION BEFORE BILLING BEGINS
REVIEW THE DIRECTION BEFORE BILLING BEGINS.
We prepare your proposed website direction and client-intake blueprint first. If you approve the direction, TQP completes the approved Managed Launch and activates the hosting and platform service.
CPA WEBSITE + CLIENT INTAKE & BOOKING SYSTEM
Billed monthly at $429
Annual Hosting, Maintenance & Platform Access: $4,995/year
- Premium website and approved client pathways
- Configured intake, scheduling and reminders
- Firm-approved engagement documents and e-signatures
See your proposed website direction and client-intake blueprint before billing begins.
BUILT AROUND THE 5+ HOUR OUTCOME
Designed to help active solo and compact accounting firms recover 5+ hours of repetitive inquiry, intake, scheduling and signature administration each week. Actual recovery depends on activity volume and current processes.
- Approved setup and configuration completed by TQP
- Target launch in approximately seven business days
- No tax-software migration required for the standard launch
- Your firm retains control over qualification, scheduling and document approval
WHAT THE 60-DAY CONFIGURATION REVIEW INCLUDES▼
During the first 60 days after launch, TQP reviews the approved intake, routing and appointment configuration and makes minor configuration adjustments within the original launch scope. New pathways, integrations, major copy changes, redesigns and new workflows are reviewed separately.
Your preview is prepared before billing. Implementation begins only after you approve the direction.
No separate setup fee under the current Managed Launch. Usage-based communications and third-party transaction charges are separate.
Frequently Asked Questions
FIT & PRIVATE PREVIEW
SCOPE & RESPONSIBILITY
BILLING & OWNERSHIP
SEE YOUR FIRM'S DIRECTION BEFORE BILLING BEGINS.
Request a proposed website direction and client-intake blueprint built around your firm.
$0 setup fee under the current Managed Launch. Hosting, Maintenance & Platform Access is billed monthly at $429 after approval and activation.