Finto Corporate Website Design & Development
- Finance
- Dashboard
- Website
The Problem
Every New Client Gets Retyped Into Tool After Tool
The gaps rarely sit inside one product. They sit between your website, your inbox, your portal, and the practice platform your staff open every morning.
01 · Attachments
Clients email tax documents as plain attachments.
Clients upload to a portal on your domain, with MFA and encrypted storage.
02 · Retyping
Staff retype website inquiries into your practice platform.
Inquiries arrive in Karbon, Canopy, or TaxDome as prospects, answers included.
03 · Vendor address
Your portal sits on a vendor address clients don't recognize.
The portal moves to your own domain, with your logo on the login page.
04 · Proposal handoff
Accepted proposals still need someone to set up work and billing.
Acceptance creates the client, the work items, and the recurring invoice schedule.
It's March, and a client emails a scanned W-2 as a plain attachment, then calls to check you got it. Someone saves it to the right folder and chases the missing 1099s by hand. A website inquiry about monthly bookkeeping waits in a shared inbox until someone retypes it into Karbon. Your portal still sits on a vendor address clients don't recognize. And the proposal a client accepted last week still needs someone to set up the work and the billing.
We start by following one new client through your firm: the inquiry, the proposal, the engagement letter, the document request, and the first invoice. Then we fix the handoffs in the order that frees the most staff time. Inquiries arrive in your practice software as prospects, and an accepted proposal creates the client and the work. Documents come in through a portal on your own domain, with MFA and encrypted storage. Where two tools can't talk directly, we connect them through Zapier or their APIs. Where no product fits, we build the missing piece.
Files kept out of email
Clients upload tax documents to a portal on your domain instead of sending attachments.
Each client entered once
An inquiry becomes a prospect, and an accepted proposal becomes the client and the work.
Changes timed around deadlines
We test organizers, reminders, and e-signatures before the filing rush, not during it.
Our Services
Portals, Practice Software, Websites, and Search for Your Firm
Start with the handoff that costs your staff the most time: a portal, a practice software link, a new site, or a search program. Each piece connects to the next, so later work builds on it.
Portals & Software
01 / 03TaxDome portals on your domain, practice software links from inquiry to billing, and custom portals with MFA and encryption.
- TaxDome Client Portal & Website IntegrationDeveloperLook sets up TaxDome client portal & website integration for accounting firms: the portal on your own domain, new clients routed to pipelines, and organizers, KBA e-signatures, and TaxDome workflow automation ready before tax season.
- CPA Practice Management & Workflow IntegrationDeveloperLook sets up CPA practice management & workflow integration for accounting firms: website inquiries, Ignition proposals, engagement letters, and billing flow into Karbon, Canopy, or TaxDome without retyping, after an honest software fit review.
- Secure Client Portal Development for CPAs & FirmsDeveloperLook handles secure client portal development for CPAs & firms: a branded, encrypted document exchange portal on your domain with MFA logins, e-signatures, and invoices, so tax files stop traveling by email and the code stays yours.
Who We Build For
Stacks Built Around Your Busy Season and Billing Model
A seasonal tax practice, an RIA, and an architecture studio need different pieces first. Choose the tab closest to your firm to see the stack we'd build and a typical timeline.
The stack we usually build
4 services, one project plan
Website
CPA Website Design ServicesTax and bookkeeping pages, booking, and a portal login on every page.
Client portal
TaxDome Client Portal & Website IntegrationTaxDome on your domain, with organizers and KBA e-signatures for Form 8879.
Local search
Local SEO Services for Accountants & CPAsYour Business Profile, hours, and tax-season posts kept current.
Search
SEO for Accounting Firms & CPAsPages for business returns and tax planning, tracked by service line.
Get every return's documents in without email attachments
Your busiest months run from January to April, and much of that time goes to chasing documents. You need one branded portal for uploads, organizers that send their own reminders, and Form 8879 signed online.
Tax practices and enrolled agents: You file most returns between January and April. Your staff spend the season chasing documents that arrive as email attachments.
- Documents uploaded to your portal, not emailed
- Organizer reminders sent without staff time
- Form 8879 signed online after identity checks
Plan this setupTypical timeline: 3 to 10 weeks
Our Process
Five Steps From First Call to Software Your Staff Use
You approve the plan, the price, and every client-facing screen before launch, and we schedule switchovers around your filing deadlines.
We follow one new client through your website, inbox, proposal tool, practice platform, and portal. You get a short list of the handoffs that cost your staff the most time.
Projects We've Built
Finance, Investment, and Architecture Work We've Shipped
Sites and apps from our portfolio for finance, investment, and architecture clients. Open any project to see what we built and who it was for.
Armada AG Fiduciary and Consulting Services Website
- Finance
- Business
- Website
Envitis Investment Website Design & Development
- Finance
- Dashboard
- Website
Oasic Finance SaaS Web Design & Development
- Finance
- SaaS Platform
- Dashboard
What Our Clients Say
What Clients Say After Launch
Feedback from teams we've built websites, portals, and integrations for.
We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.
The mobile experience is probably my favourite part of the new site. We had spent a lot of time making sure the desktop version looked right, and the team kept pushing us to think about how everything would actually feel on a phone too. They were right. The navigation is clean, the interactions feel natural, and everything we’ve tested so far works exactly as it should. They also went through the links, forms, integrations, and other details more than once before launch, which I really appreciated. And even after going live, we could still reach out when something came up. The whole process felt friendly, organised, and surprisingly straightforward.
What I appreciate most is that the website is actually easy for us to manage now. We can update content ourselves instead of sending a developer a message every time we need to change something small. They also paid attention to the technical SEO side, which mattered to us because we didn’t want a new website to create problems for the traffic we already had. I’ve probably asked more questions than I should have since launch, but every question has been handled patiently and without any fuss. The team is easy to work with, they explain things clearly, and when we need something changed, they focus on getting it done rather than making the process complicated.
1,250+
Projects shipped
10+
Years of experience
Top 3%
Upwork Top Rated Plus
5 stars
Average review score
Want results like these?
Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.
Overview
What does accounting software development include for a CPA firm?
DeveloperLook provides accounting software development services for CPA, tax, and advisory firms. We put TaxDome portals on your domain, connect Karbon, Canopy, and Ignition, and build secure client portals and firm websites. Single setups start at $650 and take 1 to 6 weeks, scheduled around your filing season.
DEVELOPERLOOK
Project facts · Accounting Software Development for CPA and Advisory Firms
- Service
- Accounting software development (portals, integrations, websites, SEO)
- Typical timeline
- Setups in 1 to 6 weeks, bundles in 4 to 10 weeks
- Platforms
- TaxDome, Karbon, Canopy, QuickBooks Online, Xero, WordPress, and Webflow
- Built with
- Next.js, Node.js, AWS, Zapier, and vendor APIs
- Experience
- 10+ years of development experience and 1,250+ shipped projects
- Post-launch support
- 30 days included with every plan
- Communication
- Calls in US, UK, and AU business hours
- Starting price
- From $650 USD, fixed scope after a free review
Reviewed 28 Sep 2026 by Saimul Islam
Not a fit
Budget under $650
Your budget is under $650. TaxDome's own team helps US and Canadian firms with client import and a custom domain at no charge. If that covers your case, we'll tell you before we quote.
Building a ledger product
You want to build a full accounting product with its own ledger and bank feeds. That's a software product build, and our SaaS Development Services page is the better starting point.
Changes inside tax software
You need changes inside UltraTax CS, Lacerte, or Drake. We don't modify tax preparation software. We connect the portal and practice tools around it.
Only a new website
You only want a new firm website, with no portal or software links. Our CPA website service covers that on its own, from $1,100.
Not sure we're the right fit?
Book a free call or message us. We'll tell you honestly whether we're the right team.
Pricing
Transparent Starting Prices for CPA Firm Software
These are starting points in USD. Your final price depends on your tools, office count, and portal features, and you get a fixed proposal after a free review call.
Fix one handoff first: a TaxDome portal on your domain from $650, a practice link from $900, or a secure file portal from $1,350.
$650one-time, USD
- One setup: TaxDome portal, practice platform link, or secure file portal
- Free review of the workflow it fixes
- Tested with sample clients before launch
- Accounts and settings in your firm's name
- 30 days of support
Recommended
For firms that want a new site whose inquiries become prospects, proposals, and work in your practice software, in 4 to 6 weeks.
$2,000one-time, USD
- Firm site with up to 8 pages and online booking
- Website inquiries sent to Karbon, Canopy, or TaxDome
- Accepted proposals create the client and work
- Engagement letters e-signed in the same flow
- Domain, site, and accounts in your name
- 30 days of support
For firms that also want tax files out of email, with a branded secure portal on your subdomain, in 6 to 10 weeks.
$3,350one-time, USD
- Everything in Website and Onboarding
- Branded secure portal on your subdomain
- Client and staff sign-in with MFA
- Encrypted folders for each client
- Log of every view and download
- 30 days of support
More Industries
Other Industries We Build Software For
Other client-facing firms need the same building blocks: secure intake, client portals, and booked consultations. Browse the other industries we build for.
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FAQ
Frequently Asked Questions
Answers on price, timing, building versus buying, the tools firms run, and client data security.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
With DeveloperLook, setups for a firm start at $650 for a TaxDome portal on your domain. A practice software link starts at $900, a secure file portal at $1,350, and a firm site with onboarding at $2,000. A full accounting product with its own ledger is a larger build, which our SaaS Development Services page covers. Software vendors bill their own subscriptions.
Single setups take 1 to 6 weeks, depending on the tool. A TaxDome portal on your domain takes about 1 to 2 weeks, and a secure file portal takes 4 to 6. A site with onboarding takes 4 to 6 weeks, and adding the portal makes it 6 to 10. We plan switchovers outside your filing rush, so organizers and reminders are tested before clients see them.
The term means software fitted to one firm's workflow, by configuring a product you already pay for or building the pieces it lacks. Most firms keep QuickBooks Online or Xero and a practice platform such as Karbon, then add custom portals or links where those products stop. Rebuilding the ledger itself is rarely the right call.
Start with one job the software must do well, such as collecting client documents or turning accepted proposals into work. Map the data it touches (clients, entities, engagements, files, invoices), then decide what to buy and what to build. Connect QuickBooks Online, Xero, or your practice platform through their APIs or Zapier. Add MFA, encryption, and access logs, then pilot it with a few clients before launch.
Buy the ledger and the practice platform, then build only the gaps between them. QuickBooks Online, Xero, Karbon, Canopy, and TaxDome are mature products that would cost far more to rebuild than to connect. Custom work pays off where they stop: a portal on your own domain, a link from signed proposal to billing, or partner reports across offices.
This is a developer who builds or connects the software accountants use for ledgers, billing, and client files. The work covers data models for clients and entities, integrations with QuickBooks Online, Xero, or practice platforms, and security controls such as MFA and encryption. At DeveloperLook, the same team also designs the screens, tests them with your staff, and supports you after launch.
A CPA website is the public site of an accounting firm, built to win new clients and send existing ones to the portal. It usually has service pages for tax, bookkeeping, and advisory work, partner bios with credentials, online booking, and a secure upload path instead of email. Our CPA Website Design Services page covers the full build, from $1,100.
We connect TaxDome, Karbon, and Canopy, plus Ignition for proposals and QuickBooks Online or Xero for the books. Karbon's API sends webhooks, and Ignition links to Karbon natively on its Pro and Pro+ plans. Canopy's API needs approval and returns client data only. TaxDome connects to websites through its registration forms and Zapier.
We build to the controls in IRS Publication 4557 and the FTC Safeguards Rule. That means MFA for clients and staff, encryption in transit and at rest, and a log of who opened each file. Alerts go out without attachments, so tax files stay inside the portal. Section 7216 limits how preparers use and disclose return information, so we keep it out of review requests and marketing tools.
Your firm does: the code, the domain, your TaxDome or Karbon account, and your client records belong to you. Hosting and software accounts are opened in your firm's name, so changing developers later needs no transfer. You get admin access, documentation, and 30 days of support. After that, you can keep us on for changes or hand the runbook to your own IT support.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
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