Modernize your CPA firm's digital front office.
Many established accounting firms have websites designed years ago. Sonixo helps modernize the website and connect it to a simple CRM so prospective-client inquiries don't disappear into email inboxes.
Website → Inquiry → CRM → Follow-Up → Client
From a functional website to a digital front office.
Example: Legacy CPA Website
Welcome to Harrison & Associates CPA
Harrison & Associates CPA is a full-service accounting firm serving individuals and businesses in the Princeton, New Jersey area. With over 25 years of experience, we provide a comprehensive range of tax, accounting, bookkeeping, payroll, and business advisory services tailored to meet the needs of our clients.
Our Services
- • Tax preparation and planning
- • Accounting and bookkeeping
- • Payroll services
- • Business advisory and consulting
- • Financial reporting
(609) 555-0148 · info@harrisoncpas.com
Example: Modern CPA Website
Harrison & Associates CPA — Princeton, NJ
Accounting That Helps Your Business Move Forward.
Tax, accounting, and advisory services for businesses and individuals in the Princeton area.
Tax Planning
Accounting & Bookkeeping
Business Advisory
Payroll
Financial Reporting
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.
Where the experience changes.
Navigation
Legacy
Dense navigation
Modern
Focused navigation
Content
Legacy
Information-heavy
Modern
Clear messaging hierarchy
Conversion
Legacy
Contact information
Modern
Clear calls to action
Mobile
Legacy
Desktop-first
Modern
Responsive / mobile-first
Lead Capture
Legacy
Basic contact form
Modern
Structured inquiry → CRM workflow
And what happens after someone contacts you?
Schedule a Consultation
Sarah Johnson
Interest: Tax Planning
New Lead
Harrison & Associates CPA
Sarah Johnson
Tax Planning
Source: Website
Call Sarah within 1 business day
Assigned to a partner. Task created automatically.
Pipeline
Illustrative example. Firm name, content, branding, and information are fictionalized for demonstration purposes.
Website Modernization
- Modern CPA website
- Service and industry pages
- Mobile-first UX
- Conversion-focused CTAs
- SEO-conscious migration
CPA CRM
- Prospect tracking
- Client / contact management
- Consultation tracking
- Follow-up tasks
- Lead source tracking
- Website-to-CRM integration
Automation
- New inquiry notifications
- Lead routing
- Follow-up reminders
- Consultation workflows
- AI-assisted administrative workflows
Get a Free CPA Website Assessment
Tell us about your firm. We'll review your website and outline how it could capture more inquiries and connect to your client process.