Trusted Solutions For CPAs Building Brands And Reputations Since 1998

Since 1998, we’ve provided CPAs with innovative solutions to build brands and strengthen reputations. Our secure file-sharing and dynamic content set the industry standard, backed by over 20 years of expertise.

Our brands

Website Bundles

Hosting, website, email, content, calculators, file sharing and marketing — in one package, live in under a day.

Our professional and diverse services

We offer CPAs dynamic content and a secure file-sharing system to enhance client engagement and ensure document safety. Our services also include branding solutions to build and maintain a strong professional reputation.

Website Bundles

Hosting, website, email, content, calculators, file sharing and marketing — in one package, live in under a day.

Search Engine Optimization

SEO built for accounting firms since 1998. Priced on the market you want to reach, never per keyword. Free audit to start.

Email Newsletters

Mail Sprinkler sends your clients tax and financial news every month in your branding, written by our team.

Dynamic Content

Seven articles a month, tax dates, state and federal links, refund tracker, cartoon and 100 calculators — updating automatically.

ICFiles Secure File Sharing

Encrypted file transfer in a SOC 2 Type II data centre, with eSignatures and audit trails included.

Customize your CPA email marketing campaigns quickly and automatically

We have the newsletter content and the technology to deliver it. That’s what our CPA Email Marketing tool is all about. This easy-to-use, hands-on system allows you to customize your content then send it with a click of a button! CPA Email Newsletter can inform your clients about important tax dates, tax deadlines, or online seminars. Even better, it comes with a FREE custom-designed email template!

This Is Why Customers Love Service 2 Client

All the services

a professional accountant needs are here

Sixty-one templates on WordPress, with hosting, content, calculators and file sharing included. Thousands of plugins available.

Custom logo design for accounting practices. Two concepts to choose from for $150, with thirty samples to browse first.

Seven articles a month, tax dates, state and federal links, refund tracker, cartoon and 100 calculators — updating automatically.

Search Engine Optimization

SEO built for accounting firms since 1998. Priced on the market you want to reach, never per keyword. Free audit to start.

Send us a spreadsheet or a worked example and we build it into a responsive calculator for your site.

Mail Sprinkler sends your clients tax and financial news every month in your branding, written by our team.

Managed hosting with business email, security scanning, backups and SSL. US-based support that answers the phone.

FirmTamer handles clients, jobs, time and billing in one place. Service2Client clients get three months free.

Encrypted file transfer in a SOC 2 Type II data centre, with eSignatures and audit trails included.

Frequently asked questions

Accounting firms can effectively market their services by focusing on building a strong online presence, such as through a professional website and active social media profiles. They should also leverage content marketing by providing valuable insights and advice through blogs, webinars, and newsletters. Networking and building relationships within the business community can also be crucial, as referrals are a significant source of new clients in the accounting industry.

The strategies that work hardest for accounting firms are the ones that compound. Local SEO puts your firm in front of people searching for a CPA in your city. Consistent, useful content — tax deadline reminders, planning articles, financial calculators — gives prospects a reason to return between filing seasons. Email newsletters keep you in front of existing clients, who are your best source of referrals. Paid search fills gaps while the organic work matures.

Clients hand their accountant their most sensitive financial information, so trust is the whole transaction. Most people research a firm before they ever call, and what they find — reviews, ratings, an outdated website, an unanswered complaint — decides whether that call happens. Actively collecting reviews, responding to them, and keeping your online profiles accurate protects work you have already done to earn referrals, and it feeds the review snippets that appear beside your firm in search results.

Clients hand their accountant their most sensitive financial information, so trust is the whole transaction. Most people research a firm before they ever call, and what they find — reviews, ratings, an outdated website, an unanswered complaint — decides whether that call happens. Actively collecting reviews, responding to them, and keeping your online profiles accurate protects work you have already done to earn referrals, and it feeds the review snippets that appear beside your firm in search results.

Most firms see early movement in three to six months and meaningful traffic gains between six and twelve. The timeline depends on how competitive your market is, how much authority your domain already has, and how consistently new content goes up. Technical fixes and local listing corrections often show up fastest. Rankings for competitive terms like “CPA near me” take longer, which is why we usually pair SEO with email and paid search rather than relying on it alone.

At minimum: a clear description of your services, the industries or client types you work with, real bios with photos, and an obvious way to get in touch on every page. Beyond that, the pages that keep visitors coming back are the practical ones — a secure client portal for exchanging documents, financial calculators, tax deadline dates, and current articles. A prospect comparing three firms will usually pick the one whose site answered a question before they had to ask it.

Need is a strong word, and most firms do not win clients directly from social posts. What social profiles do is confirm that you are active and legitimate when someone checks you out mid-decision, and LinkedIn in particular is where referral partners — attorneys, bankers, financial advisors — actually notice you. A dormant account with a 2019 post does more harm than none at all, so the honest answer is: pick one platform you will maintain, and skip the rest.

Do you have any questions?

Dear accountant, are you ready to grow with us?

Service2Client client services team member on the phone