WEBSITE + CRM + AUTOMATION

Your Website Should Do More Than Look Good.

Sonixo builds modern websites, CRM systems, and automated workflows that help professional-service firms turn more prospects into clients and manage the relationship from first inquiry to ongoing service.

Built around the way your firm actually works.

princetonadvisory.tax
Princeton Advisory & Tax modern website

From first inquiry to ongoing client relationship

WebsiteLeadConsultationOnboardingServiceRenewal

Built for firms that rely on their reputation.

AccountingLawProfessional ServicesAdvisoryConsulting
The Problem

Your Business Has Changed. Has Your Website?

Outdated Website

Your firm has grown, but the website still looks like it did years ago.

Lost Leads

Visitors can find your firm, but contacting you isn’t always easy.

Disconnected Follow-Up

Website inquiries, emails, spreadsheets, and client information live in different places.

Before & After

Your Firm Has Evolved. Has Your Website?

Many established professional-service firms have websites that were built years ago. We modernize your website while preserving what already works.

After websiteBefore websiteBeforeAfter

The goal isn't simply to make a website look newer. It's to make it easier for prospective clients to understand your firm, find the right service, and take the next step.

What We Build

The digital front office, built around your website.

01

Website Modernization

Modern websites designed around credibility, conversion, mobile experience, and search visibility.

yourfirm.com
Schedule a Consultation
Explore Websites
02

CRM & Client Management

Turn website inquiries into organized leads, contacts, opportunities, and follow-up tasks.

PipelineDemo data
NEW

Sarah Johnson

Tax Planning

● New Lead

Michael Chen

Bookkeeping

● New
QUALIFIED

Aisha Patel

Advisory

● Qualified
CONSULTATION

D. Okafor

Audit

● Scheduled
PROPOSAL
CLIENT

J. Rivera

Retainer

● Active
Explore CRM
03

Automation & AI

Connect your systems and automate repetitive workflows so your team can spend more time serving clients.

WorkflowAutomated
Website Form Submitted
Create Lead
Assign Owner
Send Notification
Create Follow-Up Task
Update CRM
Explore Automation
Sonixo CRM

Everything Your Firm Needs. In One Platform.

From new inquiries to case intake to tax season and beyond, Sonixo helps pr firms manage clients, streamline workflows, and stay on top of every engagement.

From first inquiry to ongoing client relationshipLeadConsultationOnboardingDocumentsEngagementDeadlinesCommunicationCompletionRenewal
app.hacpa.sonixo.com

247

Total Clients

89

Active Engagements

14

Tasks Due Today

32

Outstanding Documents

Upcoming Deadlines

Individual Tax ReturnsApr 15, 2027
C-Corp ExtensionsSep 15, 2027
Business FilingsMar 15, 2027
Quarterly Estimated PaymentsJun 15, 2027

Recent Clients

Sarah JohnsonIndividual Tax Return
Acme ManufacturingBusiness Tax Return
Michael TorresBookkeeping
Priya DesaiConsultation

Pipeline

New Lead

3

Consultation

2

Qualified

1

Proposal

1

Won

1

Tax Season Preparation

Automate reminders, track document status, and keep your clients on schedule.

Built around the way your firm works.

Connect your existing accounting, tax, document, calendar, and payment tools to a centralized client experience.

See How It Works

Get a Free Assessment
Accounting & CPA Firms

Your CPA Firm Deserves a Website That Works as Hard as You Do.

Accounting is where Sonixo starts. We modernize your website and connect it to a simple CRM — so inquiries become organized prospects, not lost emails.

  • Modernize an outdated website
  • Make it easier for prospects to contact you
  • Capture website inquiries automatically
  • Organize prospects in one place
  • Create a consistent follow-up process
princetonadvisory.tax

Princeton Advisory & Tax

Strategic Tax & Advisory for Growing Firms

Schedule a Consultation
PipelineDemo data
NEW

Sarah Johnson

Tax Planning

● New Lead

Michael Chen

Bookkeeping

● New
QUALIFIED

Aisha Patel

Advisory

● Qualified
CONSULTATION

D. Okafor

Audit

● Scheduled
PROPOSAL
CLIENT

J. Rivera

Retainer

● Active
Industries

Built Around How Professional-Service Firms Work.

Accounting & CPA

Modern websites and client acquisition systems for accounting firms.

Explore Accounting

Law

Modern websites, case management system, and intake workflows for law firms.

Explore Law

Medical

Modern digital experiences and administrative workflows for medical practices.

Explore Medical
Free Website Assessment

See exactly where your website can improve.

We review your current site across the areas that matter most to professional-service firms — and show you what a modernized digital front office could look like.

Website Modernization Assessment

Overall Opportunity

72/100
Visual Design80/100
Mobile Experience70/100
Lead Conversion60/100
Content80/100
Technical70/100

Example visualization — not a real audit result.

Expertise

Technology Expertise Without the Technology Overload.

Sonixo combines CRM consulting, business process design, software development, automation, and digital experience design to help growing organizations simplify how they operate.

SalesforceCRMAutomationAIData & AnalyticsWeb Applications
How It Works

A clear path from website to client.

01

Discover

We understand your firm, website, workflows, and goals.

02

Design

We create the new digital experience.

03

Build

We implement the website, CRM, and workflows.

04

Launch

We migrate, test, validate, and launch.

05

Improve

We provide ongoing support and optimization.

Pricing

Start With What Your Firm Needs.

Final pricing depends on scope, integrations, and implementation requirements.

Website

Modern website redesign and launch.

Starting at $4,500
  • Modern responsive design
  • Mobile optimization
  • Conversion-focused pages
  • Forms
  • Analytics
  • Launch support
Get Started
MOST POPULAR

Website + CRM

Connect your website to a simple lead and client management system.

Starting at $6,500
  • Everything in Website
  • Lead management
  • Contact management
  • Pipeline
  • Follow-up tasks
  • Dashboard
  • Website integration
Explore CRM

Website + CRM + Automation

Connect the entire front-office workflow.

Starting at $9,000
  • Everything in Website + CRM
  • Automated lead routing
  • Notifications
  • Follow-up workflows
  • Data synchronization
  • AI-assisted workflows
Build Your System
Ongoing Support

Keep Your Digital Front Office Running.

Ongoing support, updates, and improvements after launch — so your website, CRM, and automations keep working.

Starting at$195/month
View Support Options

Website updates

Content changes

Technical support

CRM & automation maintenance

Ready to Modernize Your Digital Front Office?

Start with your website. Connect your CRM. Automate what happens next.