Intake without the email chain. Documents in one place. Invoices paid on time.
Consultations booked online, an intake form that collects what you need before the first meeting, a shared folder per client, monthly bookkeeping invoiced from a plan, and a tax-season newsletter from your own address. Web Alpha gives an accounting practice the front office.
More work for accountants and bookkeepers: a website that catches every lead, AI lead generation and email marketing that turn strangers into booked jobs, and the invoices and payments that close them, on one login and set up for you by our team.
- Set up for you
- Free, no card needed
- Every app included
- Found
- Captured
- Followed up
- Paid
Sample business
Summit Ledger Accounting
Bookkeeping and tax for small businesses, without the email chains.
12
Consultations
Photo by towfiqu999999 on Unsplash
Leads, then money
How accountants and bookkeepers get leads with this website, and get paid
Four steps, one login. The website catches the job, the CRM keeps every lead, the email brings the work in, and the money side closes it. Each one is already built for your trade.
Found
A page for every service and every town you cover, with the SEO settings search engines read, so accountants and bookkeepers are found by the people already looking.
Hero: “Bookkeeping and tax for small businesses, from $X a month” · Services: bookkeeping, payroll, tax, advisory, cleanups
Captured
“Book a consultation” takes business, software, needs, and the sender becomes a contact in your CRM with the job on their timeline.
Entity, year end, filings due, who at the firm owns them, the last conversation.
Followed up
A note from your own address after every job, a campaign to past customers before the season, and a sequence that follows up every quote until someone answers.
Campaigns, sequences that stop on reply, Quick send to one person, and AI lead gen for the customers who never searched.
Paid
Monthly bookkeeping as a plan with a price; tax returns and projects as lines; paid from a link.
Invoice · October INV-2260 · $2,845.00 · Paid from the link on the 2nd
See it work
One job at an accounting practice, start to finish
Press play, or click through. The website, the customer’s phone, your dashboard, the money, the email, and the month. Type your business name and the whole demo uses it.
Sample business: Summit Ledger Accounting
One job, start to finish, for an accounting practice on Web Alpha. Sample data throughout.
Bookkeeping and tax for small businesses, without the email chains.
Serving Olympia and around. Consultations this week.
Monthly bookkeeping
from $350 / month
Up to 3 accounts
Business tax return
from $1,200
S corp, partnership
Payroll
from $95 / month
Up to 10 employees
Consultation
Free
30 minutes
What you do, what it costs, how it works, and Book a consultation on every page.
Step 1 of 6
Email marketing and AI lead gen
The clients who never searched for you
The website catches the people already looking. Mail & Marketing goes to the rest, from your own business address, and keeps every past customer coming back.
AI lead gen: describe them, and the platform goes looking
Type a sentence such as “Owner-run businesses in my area with ten to fifty staff and no partner for what I do”. The model plans the searches, the crawler visits every website for a contact address and facts about the business, each one is scored against your words, and the good ones become contacts sorted into audiences. One hunt a day, up to five hundred leads each.
Campaigns and sequences, from your own address
A campaign to a saved audience, addresses you type, or a filter over your contacts; a sequence that follows up every quote three times and stops the moment someone replies. Write with AI, preview as a reader, send yourself a test. Opens, clicks, and replies counted per person.
Quick send, reviews, and the seasonal note
One campaign to the accounting practice customer you just spoke to, a review request after every finished job, and a note to every past customer before the season, each from the same inbox where the replies land.
AI lead gen · sample hunt
Growing local businesses near Olympia
“Owner-run businesses in my area with ten to fifty staff and no partner for what I do”
- Pinecrest Dental Group3 locations · 40 staff · no IT partner named91
- Hollis & Reed Accountants12 staff · old website84
- Summit Logistics35 staff · hiring an office manager77
Audience
Growing local businesses · 23 leads
Saved for campaigns and sequences
Sequence
Introduction · 3 steps
Day 0, day 3, day 8 · stops on reply
Sample data. Your hunts use your own criteria and your own address.
Sound familiar?
What costs accountants and bookkeepers the most
The first meeting is spent collecting what a form could
Entity type, year end, software, bank count, payroll: forty minutes of questions.
Documents by email, twelve attachments at a time
W-2s in one thread, 1099s in another, the lease from March somewhere.
Invoices for work done last month, paid the month after
Bookkeeping is a subscription that gets billed like a project.
And the rest of the office
Built for accountants and bookkeepers, app by app
One account, one customer list. Bookings, quotes, invoices, forms, a CRM, Insights, projects, documents, a store, and your team: switch on what you need; ignore the rest.
Consultations booked from the site
The prospect picks a slot and fills the intake form on the way; you meet prepared.
Intake and annual organisers
Entity, year end, software, banks, payroll, questions; a tax organiser each January. Submissions land on the client record.
A folder per client
Statements, returns, and letters, shared by link; the client uploads to the same folder instead of emailing attachments.
Plans invoiced monthly
Monthly bookkeeping as a plan with a price; tax returns and projects as lines; paid from a link.
Every client and their deadlines
Entity, year end, filings due, who at the firm owns them, the last conversation.
Tax season, explained once
Deadlines, what to gather, what changed this year, from your own address to every client.
Your website
The pages we draft for an accounting practice
Tell us about your company in a few sentences. The draft arrives with the sections your customers expect; you edit the words where they sit and drag in your photos.
- Hero: “Bookkeeping and tax for small businesses, from $X a month”
- Services: bookkeeping, payroll, tax, advisory, cleanups
- Plans with prices
- Book a consultation with the intake form
- Client portal: upload documents, see invoices
- Credentials and reviews
- 01
Tell us about your business
Two or three sentences about what you do and where, on the Get started page. Our team replies within one business day.
- 02
We draft your site with you
Pages, sections, your services, and your prices, in your trade’s words. Drag in your photos; every text field has an AI menu for rewrites.
- 03
Bookings and payments, on
Bookings with deposits, quotes and invoices with a pay link, a store, forms, and a CRM, all sharing one customer list.
- 04
Your first leads
Your brief and a first AI lead gen hunt, then campaigns and sequences from your own address. Publish on your own domain and go.
Pricing
The full package: free to use.
Everything accountants and bookkeepers need on one login, set up for you: the website, bookings, quotes and invoices, the CRM, forms, Mail & Marketing with AI lead gen, AI throughout, and the rest of the office. No card, no trial, no plan to pick.
Free
Everything, every app
$0/month
- Set up for you by the Web Alpha team
- The website builder, hosting, and your own domains
- A CRM with every lead, and the forms that fill it
- Mail & Marketing: your address, campaigns, sequences, Quick send
- AI lead gen: the customers who never searched for you
- Bookings, quotes, invoices, and payments
- AI everywhere: the site, the follow-ups, the documents
- Projects, documents, a store, inventory, Insights, and your team
How it stays free: Web Alpha keeps 2% of the payments your customers make through it. No payments, no fee.
Get startedQuestions
Questions accountants and bookkeepers ask
Reply to any email from Web Alpha and a person answers.
- How does it bring in leads for accountants and bookkeepers?
- Three ways. The website catches the people already searching (a page per service and area, a request or booking form, tap-to-call) and files every one in your CRM. Email marketing from your own address follows up every quote with a sequence, sends a campaign to past customers before the season, and asks for a review after every job. AI lead gen finds the customers who never searched, such as growing local businesses, and sorts them into audiences you can write to in one click.
- Can clients upload documents securely?
- Yes. Each client has a folder in Documents; share it by link and they upload there. Access is per client and per team member.
- Can I bill monthly plans and one-off returns?
- Yes. A plan is a recurring line; a return or a cleanup is a line on the same invoice or its own; all paid from a link.
- Does it replace my tax and ledger software?
- No. Keep your ledger and tax tools; Web Alpha handles the website, intake, documents, invoicing, and client communication.
- What does it cost?
- Nothing to use. The website, every app, Mail & Marketing with AI lead gen, AI throughout, ten websites with your own domains, and ten team members are free, with no card and no trial, and our team sets it up with you. Web Alpha earns only when you do: it keeps 2% of the payments your customers make through it (deposits, invoices paid online, store orders). Take no payments through Web Alpha and you pay nothing.
- How do I get started?
- Tell us about your business on the Get started page. Web Alpha accounts are set up by our team, so there is no sign-up form: we reply within one business day and set up your website, bookings, payments, and first lead hunt with you.
- Do I need a developer?
- No. We set it up with you; after that you drag sections, edit text where it sits, and publish. When you want something custom, Web Alpha’s Digital Talent team builds it on the same account.
Professional services
Other trades we built this for
- IT support companiesThe website says “contact us for pricing”
- Security and camera installersQuotes need a survey, and surveys need a phone call
- Property management companiesOwners call for the number they could see
- Real estate agentsThe brokerage site is about the brokerage
- Insurance agenciesThe quote request is a phone call and a form you fill in for them
- Law firmsThe website is a brochure from 2016
- Marketing agenciesA five-page site takes three weeks
- Event plannersInquiries with no date and no budget
More accounting practice leads, from a site that is live this week
Free to use. Tell us about the business, and our team drafts the site, switches on bookings, payments, and email marketing, and runs your first lead hunt with you.
Prefer to look first? Open the live demo