[ 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 ]
- [ 01 ]Master Tax Website Selection RFP (.docx)
- [ 02 ]Tax Intake & Conversion Rate Scoring Rubric (.xlsx)
- [ 03 ]Mobile Tax Payer Experience Checklist (.pdf)
- [ 04 ]Security & Client Data Handling Guidelines (.pdf)
Want to read the full technical specification first? Read the open-web guide →
[ 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)