WEBSITE SELECTION SPEC
Build a Tax Practice Website That Converts Urgency Into Retainers.
The evaluation framework to select a web development partner that understands IRS circular 230 guidelines, mobile intake, and local client conversion.
THE COST OF INACTION
The Core Risk: Hiring generic web designers who use generic stock tax forms and build unsecure contact forms.
COMPLETE COMMITTEE TOOLKIT
- 01Master Tax Website Selection RFP (.docx)
- 02Tax Intake & Conversion Rate Scoring Rubric (.xlsx)
- 03Mobile Tax Payer Experience Checklist (.pdf)
- 04Security & Client Data Handling Guidelines (.pdf)
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WEBSITE SELECTION SPEC
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PACKAGE INCLUDES
- Master Tax Website Selection RFP (.docx)
- Tax Intake & Conversion Rate Scoring Rubric (.xlsx)
- Mobile Tax Payer Experience Checklist (.pdf)
- Security & Client Data Handling Guidelines (.pdf)