For firms and paperwork services

We build your firm's website

More clients find you and message you on WhatsApp, without hiring an agency.

Join 2,000+ entrepreneurs who already use Proyecta

The website of Despacho Abarca/Puc, an accounting firm, made with Proyecta

For every kind of firm

  • Accounting firms
  • Tax advice
  • Annual tax returns
  • Payroll
  • Social security pensions
  • Retirement savings withdrawals
  • Voluntary pension contributions
  • Housing-fund loans
  • Paperwork services
  • Vehicle paperwork
  • Condo management
  • Appraisals
  • Architecture
  • Engineering
  • Consulting
  • Customs brokers
  • Financial advice
  • Visa and passport paperwork

How does it work?

Proyecta uses AI to create your firm's website: accounting, paperwork services, condo management or anything else. Just describe what you need and in minutes you'll see it finished, with your own brand.

  1. 1

    Tell the AI what you'd like to build.

  2. 2

    Proyecta builds your page with your services, your prices (or “quoted at consultation”) and your WhatsApp button. Try it out and ask the AI for any changes you want.

  3. 3

    Launch it with a .com domain included for the first year on the annual plan (for example “www.myfirm.com”), ready for visits and messages from real clients.

Examples for firms

Designed for firms
like yours.

Three example pages made with Proyecta, one for each kind of firm.

Create your website
and get known

Let your clients find you on Google Search (and on Google Maps, if you have an office) and message you from there. The AI builds your page ready for Google from day one.

Example

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.

First they check you out.
Then they message you.

With so much fraud around, no one sends their documents to a stranger. First they look up who you are.

Your services

Every service and every process, with its own page

Today your services live in a message you paste into WhatsApp for every client who asks. Proyecta turns it into one page per service or process, with everything your client wants to know before messaging you.

The advisory's WhatsAppExample

Good afternoon, how much do you charge for a retirement savings withdrawal?

📋 Hi! Thanks for writing to Olvera Advisory. We handle unemployment withdrawals from retirement savings, social security pensions, voluntary pension contributions and housing-fund loans. A retirement savings withdrawal costs $150 and takes 5 to 10 business days. You'll need a photo ID, your social security number and your retirement fund statement… Read more

4:12 PM

Thanks. And do you have appointments this week?

The same message, 20 times a day
OAOlvera AdvisoryExample

Services / Withdrawal

Retirement savings withdrawal

For anyone who has been out of work for 46 days or more

Cost
$150
Time
5 to 10 business days
Where
At the office or by video call
Appointments
Pick a day and time online
Requirements
Photo ID, social security number and your retirement fund statement
Payment
Online or at your appointment
Book my appointmentMessage on WhatsApp

What they always ask, already answered

Cost, time, requirements and what the appointment is like, on each service's page. You send the link instead of retyping the message.

Your price, or “quoted at consultation”

Each service shows its fixed price, or says it's quoted at the consultation, however you handle it. You change it by asking the AI.

Clients find you by service

Every page goes out ready for Google with the service's name: someone searching for “pension paperwork” or “annual tax return” can land right on that page and message you from there.

Your firm's website,

ready in minutes.

Or start with:

Even if it's just you
and an assistant

Your page says what you do, what it costs and how to reach you, even while you're with another client. That way people know you before the first message.

“Since I'm just starting out, it's only me as the director and one assistant.”

A professional, starting out with his own firm

Your WhatsApp answers even while you're with a client

Connect your own WhatsApp number and an assistant (you choose its name) replies with your services and your fees, asks each client what they need and, if your page takes appointments, holds a time slot for them. As soon as you reply yourself, it steps aside in that chat.

It's built to answer only with what your page says: if it doesn't have the answer, it tells your client you'll confirm it.

They leave their details
and you call them.

For anyone who'd rather you call them, a form on your page: their name, their phone and what they need reach your dashboard and your email. You call them back once you're done with the client in front of you.

Your clients arrive with all their documents

Before the appointment, each client signs in to your page and uploads the documents you ask for: photo ID, tax status certificate, proof of address, contribution history. You see what has arrived, what's missing and what has expired, and you approve or reject each one.

What your client sees on your page.
What you see in your dashboard.

Start getting paid from day 0.

Included in any paid plan: connect your account and get paid

Your clients pay for your fixed-price services from your page with PayPal or a card, and pay for consultations by card when they book: you don't need a card terminal in your office. Proyecta takes no cut of your payments: you only pay what each provider charges.

  • Online payments with PayPal
  • Credit and debit cards online
  • No terminal: you get paid from your page
  • Take online payments for your fixed-price services
  • Charge for the consultation by card when it's booked
  • Record cash and bank transfers
What it looks like inside

The sections firms ask for most

Your services and fees

Each service with what it includes and its price, or “quoted at consultation.”

Requirements for each process

Each process with its requirements, so clients arrive with everything.

Residents' portal

Notices and common-area bookings for each building, in its own space.

Everything is easier with Proyecta

What it costs and how long it takes to get your firm's website, compared with what an agency offers you.

  • When you get it

    With an agency: Delivered in one or two weeks

    With Proyecta: You see it finished in minutes

  • What you pay

    With an agency: A large payment up front, and hosting billed separately every year

    With Proyecta: $21 USD a month, with hosting and your .com for the first year

  • Changes

    With an agency: You ask the agency and wait

    With Proyecta: You make them yourself whenever you want, by asking the AI

  • Online appointments

    With an agency: Almost always charged extra

    With Proyecta: Included in your page

  • Client portal

    With an agency: A separate project, with its own price tag

    With Proyecta: Your clients upload their documents on your page

  • Contract

    With an agency: 50% deposit and the rest on delivery

    With Proyecta: No contracts: cancel anytime

A plan for every firm

Pay month to month or save by paying for the year. No contracts: cancel anytime.

Growth

$21
$16USD/month

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
Popular

Business

$49
$27USD/month

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.

Frequently asked questions

What firms ask.

WhatsApp
Message us on WhatsApp
We'll gladly help you clear up your questions and launch your project.
We are always here to help

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. Accounting and tax firms, condo management, paperwork services (social security, pensions, housing loans, vehicles, visas), appraisals and consulting firms. You describe what you do and your page is built with your services.

At your page's link, which you share on your WhatsApp, your digital business card and your social media, and on Google: your page is published ready for Google to find, 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. If you serve clients over WhatsApp or remotely, your page says so (for example, “we serve clients anywhere in the country”) and you don't need to list an address. If you have an office, it shows your address and your hours.

No. Each service can show its fixed price or say “quoted at consultation.” You decide, and you can change it whenever you want.

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 answers them 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.

No, you run your own social media. Your page gives you a link to put on your Facebook or Instagram profile, in your posts and on your WhatsApp.

Stay in your directory. Your page is the one that's yours: your domain, your WhatsApp and your services explained your way, without paying for every lead. And it's where you send the people who find you in the directory.

What works fastest is sharing your link on your WhatsApp, on your Google Maps listing and with your regular clients, so they recommend you. Google starts showing your page a few days after you publish it, and no one can guarantee you a spot in the results.

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.

It's built to answer only with what your page says (your services, your fees and your hours), and if someone asks about something that isn't there, it tells your client you'll confirm it.

They're stored privately, with no public link: only your client and your team can see them, and we never sell them or use them for advertising.

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.

Or start with:

Would you rather have someone from our team help you? Message us on WhatsApp