Websites for Tax Advisors and Firms

A firm website has a different job than the site of a trades business or a retail store. It sells neither a product nor a spontaneous service, but the beginning of a relationship of trust that often lasts for years. The typical visitor weighs up whether to entrust a firm with their figures, their contracts and their economic livelihood. This is why the decision is not made by the loudest message but by a serious, calm presence that names your focus areas clearly, evidences your qualification and visibly takes the handling of sensitive data seriously from the very first second. A modern, clean implementation is the basis for this; you can read how we build company websites technically under web design.

At the same time, many firms compete for the same clientele and the same skilled staff. Founders, growing companies and clients with special concerns such as succession or restructuring look specifically for a firm that suits them. Whoever orders their service areas clearly and explains them in understandable language attracts qualified enquiries and filters out unsuitable concerns by themselves. An outdated business-card page without a mobile view does not come across as neutral here, but costs trust before the first conversation even takes place.

In many firms, records, contracts and evaluations still travel back and forth by unencrypted e-mail to this day, tied to follow-up questions, lost attachments and an unclear receipt status. This is exactly where a client portal comes in. On request, XICWEB integrates a protected area into your website in which clients upload documents in encrypted form and you provide evaluations securely. Receipt is documented cleanly, the exchange stays traceable and the high level of protection that clients expect from a tax firm is reflected technically. For firms with many ongoing mandates, this noticeably reduces administrative effort and cuts the typical friction in document transfer. Which data protection points to observe here are listed in our GDPR checklist for websites.

The German Accessibility Strengthening Act, which transposes the European Accessibility Directive into German law, primarily concerns digital offerings with an ordering or contract function. Whether and to what extent it applies to your specific presence, we clarify together. Regardless of this, accessible design pays off: good contrast, legible font sizes, clear operation and clean keyboard navigation reach more people and at the same time look serious and tidy. XICWEB considers accessibility from the very first concept phase and follows the recognised WCAG 2.2 AA. If you want to offer paid services such as seminars or professional materials online in the future, we plan the requirements and a possible online shop in early. What follows from this for your firm is explained in our article on the BFSG obligation for websites.