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.
From first inquiry to ongoing client relationship
Built for firms that rely on their reputation.
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Outdated Website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.
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.
BeforeAfterThe 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.
The digital front office, built around your website.
Website Modernization
Modern websites designed around credibility, conversion, mobile experience, and search visibility.
CRM & Client Management
Turn website inquiries into organized leads, contacts, opportunities, and follow-up tasks.
Sarah Johnson
Tax Planning
● New LeadMichael Chen
Bookkeeping
● NewAisha Patel
Advisory
● QualifiedD. Okafor
Audit
● ScheduledJ. Rivera
Retainer
● ActiveAutomation & AI
Connect your systems and automate repetitive workflows so your team can spend more time serving clients.
Connect the Client Lifecycle
In One Place.
From the first inquiry through onboarding, documents, engagements, communication, and renewal, Sonixo helps firms create a more connected client experience.
247
Total Clients
89
Active Engagements
14
Tasks Due Today
32
Outstanding Documents
Upcoming Deadlines
Recent Clients
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.
247
Total Clients
89
Active Engagements
14
Tasks Due Today
32
Outstanding Documents
Upcoming Deadlines
Recent Clients
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.
Works alongside the tools you already use.
Sonixo is designed to connect the client-facing experience and workflows around your existing accounting, tax, document, practice-management, calendar, payment, and other business systems — not necessarily replace them.
See How It Works
Your CPA Firm Deserves a Website That Works as Hard as You Do.
Accounting is where Sonixo starts. We help accounting firms modernize how they attract and manage clients — from the first website inquiry through onboarding, documents, engagements, communication, and ongoing relationships.
- 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
Princeton Advisory & Tax
Strategic Tax & Advisory for Growing Firms
Sarah Johnson
Tax Planning
● New LeadMichael Chen
Bookkeeping
● NewAisha Patel
Advisory
● QualifiedD. Okafor
Audit
● ScheduledJ. Rivera
Retainer
● ActiveBuilt Around Your Business... and Your Processes.
Accounting & CPA
Our focus: modern websites, client CRM, and workflows for accounting firms.
Explore AccountingMedical
Modern digital experiences and administrative workflows for medical practices.
Explore MedicalRetail
Connected digital commerce, customer experiences, applications, and operational workflows for retail businesses.
Explore RetailSee exactly where your website can improve.
We review your website across messaging, design, mobile experience, conversion, trust, lead capture, and other factors that influence how effectively your digital presence turns visitors into conversations.
Website Modernization Assessment
Overall Opportunity
Example visualization — not a real audit result.
Representative CRM & technology engagements.
Technology Experience Behind the Work.
Sonixo combines experience across CRM consulting, software delivery, business process design, automation, data, and digital transformation.
We bring enterprise-level delivery experience to practical solutions for growing organizations.
A clear path from website to client.
Discover
We understand your firm, website, workflows, and goals.
Design
We create the new digital experience.
Build
We implement the website, CRM, and workflows.
Launch
We migrate, test, validate, and launch.
Improve
We provide ongoing support and optimization.
Start With What Your Firm Needs.
Starting prices. Final pricing depends on scope, integrations, customization, and project requirements.
Website
Modern website redesign and launch.
- Modern responsive design
- Mobile optimization
- Conversion-focused pages
- Forms
- Analytics
- Launch support
Website + CRM
Connect your website to a simple lead and client management system.
- Everything in Website
- Lead management
- Contact management
- Pipeline
- Follow-up tasks
- Dashboard
- Website integration
Website + CRM + Automation
Connect the entire front-office workflow.
- Everything in Website + CRM
- Automated lead routing
- Notifications
- Follow-up workflows
- Data synchronization
- AI-assisted workflows
Need help after launch?
Sonixo can provide ongoing support, improvements, automation updates, troubleshooting, and enhancements — so your website, CRM, and automations keep working as your firm grows.
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.