Streamlining Client Onboarding and Lead Acquisition for Tax Specialists
Custom digital platform automating client intake and accelerating local search traffic
70%
Admin Time Saved
94%
Onboarding Completion
3.2x
Inbound Tax Leads
97/100
Page Speed Score
Project Gallery
Service-specific execution snapshots
Each visual focuses on the services used in this engagement, from acquisition systems to platform architecture and brand trust.
The Project
Tax Prudent
Tax Prudent provides premium accounting and tax advisory services. We built a secure, high-performance platform that automates client onboarding and targets high-intent local search queries.
Services Delivered
The Challenge
What they faced
Tax Prudent's team was spending hours on manual onboarding, email tennis, and collecting documents. They needed an automated system that handles initial questionnaires, schedules discovery calls, and integrates with their workflow.
Our Approach
Strategy & execution
We engineered a custom client intake funnel integrated with a scheduling system. We also implemented a local SEO content campaign targeting high-intent business tax optimisation search queries.
Workflow Mapping
Analysed existing client onboarding procedures and identified bottlenecks in document request loops.
Intake Portal Build
Designed a clean, multi-step secure questionnaire that dynamically prompts for required documentation.
SEO Strategy
Created targeted landing pages and content assets focused on high-intent business tax optimisation search queries.
The Results
Measurable impact
Onboarding administrative overhead was reduced by 70%. The platform successfully drives high-quality advisory leads, ranking on the first page of search results for critical regional accounting keywords.
“Sellable took a tedious, manual process and automated it beautifully. Our clients love the onboarding portal, and we've saved countless hours of admin work.”
James Cole
Founder, Tax Prudent
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