A branded, public-facing landing page where prospective clients find your firm, learn about your services, and request to become a client — with built-in spam protection, approval workflows, QR codes for business cards, and social sharing. No WordPress. No Squarespace. No developer needed.
Most CPA firms rely on word-of-mouth and outdated websites that don't convert. Building a professional landing page means hiring a web developer or fighting with WordPress. Even if you have a website, there's no connection to your practice management tool — leads come in via email, you manually create client records, and half the inquiries fall through the cracks. During tax season, you don't have time to respond to inquiry emails within 48 hours. Prospects move on.
TaxScout gives every CPA firm a branded, SEO-optimized landing page at taxscout.ai/cpa/your-firm. Prospective clients see your services, licensed states, and a professional hero section — then click "Become a Client" to submit a request. The request lands in your Pending Clients queue with spam already filtered. Approve with one click and the client gets a welcome email with portal access. Their tax return enters your pipeline automatically. Zero manual data entry. Zero lead leakage.
A complete client acquisition page — customizable from your Organization settings.
No CAPTCHAs annoying real clients (unless you enable Turnstile). Score ≥ 50: auto-rejected. Score 30–49: flagged for review.
+50 (auto-reject)
Bots that fill every hidden field
+30
Automated submissions
+40
Throwaway email addresses
+30
Brute-force spam
+10
Emails with >50% numbers
Entity activated. Tax return auto-created (current year, 1040, enters pipeline at stage 1). Welcome email sent with portal link. Client appears in Clients list.
Entity blocked. Optional rejection reason. Rejection email sent to prospect. Clean and professional — no ghosting.
For high-volume firms: new registrations skip the Pending queue. Client created, return enters pipeline, portal access granted within seconds.
4 automated emails: registration confirmation to prospect, new client alert to CPA, welcome/approval to client, and rejection to prospect.
One-click share to Facebook and LinkedIn with OG meta tags. Downloadable QR code PNG (256×256) for business cards, flyers, and conference materials.
JSON-LD ProfessionalService schema, OpenGraph + Twitter cards, canonical URL, and robots index/follow. Google indexes your firm with rich information.
Set your headline, description, services, and CTA text in Organization settings. Upload your logo. Add licensed states.
Copy your landing page URL (taxscout.ai/cpa/your-firm) and share via Facebook, LinkedIn, QR code, business cards, or email signature.
Google indexes your page with structured data. Prospects see your services, licensed states, and 'Now accepting new clients' badge.
Prospect fills out the signup form. Spam protection scores the submission. You get an email notification.
Review the request in Pending Clients. One click to approve — their tax return is created, portal access is granted, and they receive a welcome email. They can start uploading documents immediately.
No other practice management tool offers a built-in client acquisition page. TaxDome, Canopy, and Karbon all require external websites for lead generation. TaxScout's landing page includes SEO indexing with JSON-LD structured data, multi-layer spam protection, an approval workflow that auto-creates tax returns, QR code generation, and social sharing — all built in.
A professional, dark-themed page with your firm's logo, headline, description, services grid, licensed states, and a prominent 'Become a Client' button. It's mobile-responsive and SEO-optimized with JSON-LD structured data so Google can index and display your firm in search results.
Book a 15-minute walkthrough and see how it fits your firm.