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AI marketing for CPA and accounting firms

We build your firm’s website around the services clients search for, and Pantora keeps it current all year.

Most people change accountants only when something prompts it. A new business, an IRS letter, or a retiring CPA sends them searching. Pantora makes sure your website answers them.

AI website for accounting firms

A website that shows clients what your firm does

Starting from your services and your team’s credentials, we build the site, and a designer finishes it with you before launch.

  • City and remote client pages
    A page for each city you serve, plus one for remote clients.
  • Every service, in every city
    Tax, payroll, and advisory work each get a page for every city you serve.
  • Google reviews from your clients
    Clients’ Google reviews show on the site and update on their own.
  • Short inquiry forms
    Short steps ask about the service and business type, so you know who you’re calling.
  • AI chat that knows your services
    It answers questions about your services and hours from your pages, then asks for contact details.
  • Automated SEO for Google and AI answers
    Pantora tracks accounting searches and AI answers in your area, and drafts the next improvement for your approval.
A Pantora website design.

More new clients from your firm’s website

Show up when someone searches for a CPA

Pantora tracks your rank for “CPA near me” and “small business accountant,” and the firms above you. It also checks what ChatGPT says when owners ask for an accountant nearby.

#1
on Google for “CPA near me”
Answer questions while prospects compare firms

Prospects can ask the AI chat whether you work with S corps, and it answers from your service pages before asking for a name and number. The lead lands in your pipeline.

+17
more client inquiries a month after a year
See which pages bring in ongoing work

Each lead shows the page it came from and what the engagement was worth. If bookkeeping clients prove worth more than one-off returns, Pantora drafts more bookkeeping pages.

$27,200
in monthly fees from new clients after a year
Accounting services

A page for each service clients look for

A business owner searches for payroll help or a tax return. We build a page for each service, in every city you work in.

  • Individual tax preparation

    Who you prepare returns for and what to bring.

  • Business tax returns

    The entity types you work with and their deadlines.

  • Bookkeeping

    Monthly bookkeeping and the software you work in.

  • Payroll

    Payroll setup and processing for small businesses.

  • Tax planning

    Year-round planning meetings and how you price them.

  • IRS notice help

    How you help clients with IRS and state letters.

Accounting marketing guide

How businesses choose an accountant now

Where new clients come from and what they check first.

Give each service and industry its own page

A restaurant owner who needs payroll help isn’t searching for “accounting firm.” Each service you offer needs its own page, and so does each industry you know well, like construction or medical practices. Say who each service is for and how you price it. When someone asks ChatGPT for an accountant who works with contractors, these are the pages it can draw on.

  • Which CPAs near me work with restaurants?
  • Which accountants nearby run payroll for small businesses?
  • Who can help me respond to an IRS letter?
  • Which accounting firms nearby take new clients after April?
  • Should a small LLC hire a CPA or a bookkeeper?

Explain what happens at the first meeting

Prospective clients want to know what the first call or meeting covers, whether there’s a fee, and what documents to bring. Put that on one page and link to it from every service page. A short form can ask about the service and the business type ahead of time, and each request goes into your lead pipeline with its source.

Show your licenses and experience

CPA licenses are issued by each state’s board of accountancy, so list who holds one and in which states. Say who is an enrolled agent, too. Add the industries each person works with and how long they’ve been in practice. Recent client reviews on the same page help as well. Clients and AI assistants use these details to decide who to trust with their books.

Make referrals easy to act on

Many accounting clients arrive through a referral from an attorney, a banker, or another client. Even then, they look you up before calling. A referred client who finds a clear service page and recent Google reviews is more likely to book the meeting. Give referral partners a page they can send people to, explaining who you work with best.

How the site improves through the year

Accounting searches rise and fall with the tax calendar, and Pantora’s AI marketing follows those swings. It tracks your rankings through the year and asks AI assistants what local business owners ask about taxes. When it finds a gap, such as a missing page for an industry you serve, it drafts the fix and explains why. You approve it before it goes live. See the AI growth engine.

Clients and fees

More new clients and more fee revenue

Track client inquiries from the site each month and what the work is worth.

Client inquiries per month
2.4×
more inquiries than at the start
Fees from new clients per month
+139%
more fees than at the start
AI marketing for CPA firms

Your site keeps improving, even in tax season

Pantora tracks searches for your services and the firms ranking above you. You approve each change before it goes live.

Google Search
Google Maps
ChatGPT
Gemini
Competitor sites
Customer reviews
Google ranking
#1
ChatGPT
Recommended
Leads a month
29
Booked revenue
+139%
Watches your market
Rewrites and expands your site
Grows your business
Free accounting report

See where your firm ranks for local clients

Your report compares your firm with other accountants nearby before you spend anything. No card required.

Takes about a minute · Works with the site you have
What the report checks for an accounting firm
  • Where you rank for CPA, tax, and bookkeeping searches near you
  • Whether ChatGPT and Google’s AI mention your firm
  • Which firms and chains rank above you
  • Service, industry, and city pages your site is missing

Questions accountants ask us

For CPAs and firm owners.

Talk to our team

Only what your published pages cover, like your services and hours. It then asks for a name and number, and a CPA or enrolled agent on your team takes the tax question from there.

Yes. Forms and chat take requests at any hour, with the service needed, and each one waits in your pipeline with its source. Your team works through them between returns.

Yes. Along with city pages near your office, your AI website gets a page for remote clients that explains how you work with them. Pantora tracks searches in each area you want to reach.

No. Pantora brings in new clients and shows where each one came from. Returns, documents, and billing stay in the software you use now, and your team starts each engagement there as usual.

No one can promise that. Pantora checks which firms ChatGPT and Google’s AI name for questions in your area, shows where yours is missing, and drafts pages that make your services and credentials clear. You approve each one.

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