We build the website for your accounting firm
Let your clients see your services and your fees, know which documents to bring, and message you on WhatsApp.
Join +2000 entrepreneurs already using Proyecta
For every accounting firm
- Accounting firms
- Annual tax returns
- Monthly bookkeeping
- Small-business taxes
- Individuals
- Companies
- Payroll
- Social security filings
- Tax advice
- Tax ID registration
- Back taxes
- Tax refunds
- Company formation
- Audits
- Independent accountants
How does it work?
Proyecta uses AI to build your accounting firm's website. Describe your services in your own words and in minutes you'll see it finished, with your own brand.
- 1
Tell the AI what you'd like to build.
- 2
Proyecta puts your page together with your services, your fees (or “quoted at consultation”), the documents each one requires and your WhatsApp button. Try it out and ask the AI for any changes you want.
- 3
Launch it with a .com domain included for the first year on the annual plan (for example “www.yourfirm.com”), ready to receive messages and appointments from real clients.
Create your website
and get found
When someone searches “accountant near me”, let them find your firm (on Google Search and, if you have an office, on Google Maps) and message you from there. The AI builds your page ready for Google from day one.
Annual tax returns for individuals, monthly bookkeeping and payroll. See our fees, check which documents to bring and book your appointment online.
Google Search. Every page goes out with its title, its description and your firm's details (address and phone) the way Google reads them. When you publish it, we submit it to Google.
Google Maps. If you have an office, add your page to your Google Maps listing: the “Website” button takes your clients straight to your services and your WhatsApp. Not on Maps yet? We'll help you sign up.
Your services, with their price and their documents
Today you tell every client what you charge and what they need to bring. Your page says it for you: each service with its price (or “quoted at consultation”) and its list of documents.
Services / Annual tax return
Annual tax return
For anyone who earns a salary, rents out a property or runs their own business.
- Price
- $200
- Turnaround
- 3 to 5 business days
- Where
- At the office or remotely
Documents I need
- Tax status certificate
- Wage and withholding statements
- Medical and dental expense receipts
- Tuition receipts
- Mortgage interest statement
No more typing the list again
Each service says what it costs, how long it takes and which documents you need. You send the link instead of typing it out in every chat.
Your price, or “quoted at consultation”
Put a price on what you charge a flat fee for, like the annual tax return, and quote the rest. Change it whenever you like by asking the AI.
They arrive with their paperwork
Your client knows what to bring before the appointment, so the first meeting goes to their tax return, not to asking for documents.
Come tax season, you won't have a minute.
Build your page today.
Your clients look for an accountant during tax season, right when you're busiest filing returns. Publish your page now and go into the season with your services, your fees and your booking already online.
Your accounting firm's website,
ready in minutes.
Clients message you on WhatsApp
or leave their details.
A button on your page opens a chat with your number, with the message already written. And anyone who'd rather you call them fills out a form: their name, their phone number and what they need reach your dashboard and your email.
Hi, I'm coming from the Rivera & Co. website. I'd like to book an appointment.4:12 PM
- Daniela OrtizAnnual tax returnToday, 10:35 AM
- Hector SalinasMonthly bookkeeping (small business)Yesterday
- Ruiz Auto RepairPayroll for 6 employeesMonday
Your clients book their appointment online
They pick the service, the day and the time on your page, without calling you or waiting for you to answer. You keep working on the tax return in front of you.
Book an appointment
November
- Mon10
- Tue11
- Wed12
- Thu13
- Fri14
Thursday 13 · available times
- 9:00
- 10:00
- 11:30
- 13:00
- 16:30
- 17:30
- They only see the times you have free.
- They sign in with their account to hold their appointment.
- They pay by card when they book, or at the appointment if you allow it.
- They get a confirmation and a reminder by email, and you get a notice for every appointment.
- You see all your appointments in your dashboard and confirm or cancel them.
Your clients upload their documents before the appointment
Each client signs in to your page with their account, accepts your privacy notice and uploads what you ask for. You see what arrived, what's missing and what expired, and you approve each document or reject it and tell them why. All in one place, not scattered across your chats.
Ask for it when you describe your firm (“let my clients upload their documents”) and it opens to your clients as soon as you publish your privacy notice.
Documents
Upload them before your tax return appointment.
- Photo IDApproved· RequiredView
- Tax status certificateMissing· RequiredUpload
- Wage and withholding statementsIn review· RequiredView
- Proof of addressExpired· RequiredReplace
Upload the missing required documents so you can send your file.
Your documents are private: only you and the firm can see them.
Daniela Ortiz
Something still needs attention
- 1 not uploaded
- 1 to review
- 1 expired
Get paid for your services from your page.
Included in every paid plan: connect your account and get paid
Your clients pay for your fixed-price services with PayPal or a card, and for their appointment by card when they book it. Proyecta takes no commission on your payments: you only pay what each provider charges.
- PayPal
- Credit and debit cards online
- Take payment online for your fixed-price services
- Charge the appointment by card when it's booked
- Record cash and bank transfers
- 0% Proyecta commission
Your WhatsApp answers even while you're closing tax returns
Connect your own WhatsApp number, switch it on, and an assistant (you choose its name) answers with your services and your fees, asks each client what they need and, if your page takes appointments, books them a time slot. As soon as you reply yourself, it steps aside in that chat.
Good afternoon. How much do you charge for an annual tax return? I only have a salary and some medical expenses.4:05 PM
Good afternoon. An annual tax return for individuals is $200. We'll need your tax status certificate and your medical expense receipts. Shall I book you an appointment?Paty4:05 PM
Yes, Thursday if possible.4:06 PM
On Thursday I have 10:00 AM or 4:30 PM free. Which works for you?Paty4:06 PM
10, please.4:07 PM
All set, your appointment is booked for Thursday at 10:00 AM. See you at the office.Paty4:07 PM
What an agency charges for your firm's website
What agencies that build websites for accounting firms advertise, compared with what you pay with Proyecta.
What you pay
With an agency: A large fee up front, plus a renewal fee every year
With Proyecta: $21 USD a month, with hosting and your .com for the first year
When you get it
With an agency: In about a week, after you pay the deposit
With Proyecta: You see it finished in minutes
Online booking
With an agency: A paid add-on
With Proyecta: Included in your page
Your clients' documents
With an agency: A separate portal, at a much higher price
With Proyecta: Your clients upload them on your page
Changes
With an agency: You ask the agency and wait
With Proyecta: You make them whenever you want, by asking the AI
Contract
With an agency: A 50% deposit up front and the rest on delivery
With Proyecta: No contracts: cancel anytime
A plan for your firm
Pay month to month or save by paying for the year. No contracts: cancel anytime.
Growth
Billed annually: $192 USD
After one year, renews at $18/mo
- A .com domain included for the first year
- 50 monthly AI credits
- 2 projects
- Unlimited products
- Analytics
- Success manager
Business
Billed annually: $324 USD
After one year, renews at $39/mo
- Everything in Growth
- 150 monthly AI credits
- 5 projects
- AI workers
- Marketing Studio
- Success manager
Prices in USD.
What accountants ask.
We help you publish and manage your website, and with any changes you need afterwards. You focus on your business; we focus on your online presence.
Yes. Independent accountants, accounting and tax firms with a team, and small-business tax, payroll and social security advisors. You describe what you do in your own words and your page is built with your services.
No. Each service can show its fixed price (for example, the annual tax return) or say it's quoted. You decide, and you can change it whenever you want.
Yes. Ask for it when you describe your firm and your page comes with a section where each client signs in with their account, accepts your privacy notice and uploads what you ask for. You approve each document or reject it and tell them why. They're stored privately: only your client and your team can see them.
They pick the service, the day and the time on your page and sign in with their account (Google, Facebook or a code sent by email) to hold it. They pay by card when they book or at the appointment, whichever you decide. They get a confirmation and a reminder by email, and you see every appointment in your dashboard.
Yes. Clients pay for your fixed-price services right from your page with PayPal or a card, and for appointments by card when they book them. You record cash and bank transfers yourself. Proyecta takes no commission on your payments.
Through your page's link, which you share on your WhatsApp, with your regular clients and on social media, and on Google: your page is published ready for Google to find it, and Google decides when to show it, usually a few days later. No one can guarantee you a spot in the results.
It works just the same. Your page says you work remotely (for example, “we work with clients anywhere in the country”) and your clients message you and send their details from wherever they are. If you have an office, your address goes on it too.
With a button on your page that opens a chat with your number, with the message already written. If you use WhatsApp Business, the away message you set up there replies when you're busy. And anyone who'd rather you call them leaves their details in a form, which reaches your dashboard and your email.
Yes: it comes with Growth and Business. You connect it to your own number and switch it on: it answers with your services and your fees and, if your page takes appointments, books a time slot. Each reply uses credits, and when you reply yourself, it steps aside in that chat.
You keep your domain: your new page connects to it. If your current site no longer loads or is out of date, the new one replaces it on the same domain, and we help you bring over what matters from the old one.
No, you run your social media. Your page gives you a link to put on your Facebook or Instagram profile, in your posts and on your WhatsApp.
It's $21 a month, with your domain included. That includes your page, hosting, your WhatsApp button and every change you make yourself. If you'd rather pay for the year up front, it's $192: you save $60.
No. You pay yearly or month to month and cancel whenever you want, with no penalty.
With a credit or debit card, Google Pay or Apple Pay. If your bank declines the charge, message us on WhatsApp and we'll help you sort it out.
No. Your website is ready for Google and for sharing on WhatsApp, Facebook and Instagram; paid ads on Facebook or Google are separate.
You don't need to be. You describe your business in your own words, and if you get stuck, someone from our team helps you on WhatsApp with your photos, your logo, your domain and your changes.
Built in minutes.
Would you rather have someone from the team help you? Message us on WhatsApp