How to create a CA, tax & accounting website
Your complete guide to a CA firm website that clients find before every filing date: what ICAI lets you show, how taxpayers search, how to market it within the rules and the laws to follow.
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What do you need for a CA, tax & accounting website?
Who is your firm?
- 1. Write a plain, factual headline
- 2. Write your About section
- 3. Show your firm's details
- 4. Use the CA India logo correctly
1. Write a plain, factual headline
Name your firm, your main services and your area in one line, like “ITR, GST and audit services in Adajan, Surat”. No slogans or catchwords. Put a Book a Consultation button beside it.
See our AI Website BuilderChecklist
2. Write your About section
Give the firm name as registered with ICAI, your Firm Registration Number (FRN) and the year the firm was set up. Keep it to facts, not praise.
Checklist
3. Show your firm's details
ICAI lets you show the number of partners, CAs, other professionals and articled assistants, and your peer review status. Leave out client counts, awards and rankings.
Checklist
4. Use the CA India logo correctly
ICAI does not allow a firm logo or monogram for CA firms. Show the firm name in plain type, and use the CA India logo only as ICAI's logo guidelines allow.
Checklist
What services do you offer?
- 1. List your services
- 2. Add the documents to bring
- 3. Add a due date calendar
- 4. Explain how to pay your firm
- 5. Add a secure document upload
1. List your services
Name each one in the words taxpayers use, like income tax return filing, GST registration and returns, TDS returns, bookkeeping, company and LLP registration, and tax notice replies.
See our AI Website EditorChecklist
2. Add the documents to bring
For each service, list what to send, like PAN, Aadhaar, Form 16, bank statements and the AIS for ITR, or purchase and sales bills for GST.
Checklist
3. Add a due date calendar
Show the dates clients worry about, like advance tax instalments, monthly GSTR-1 and GSTR-3B, quarterly TDS returns and the ITR due date.
Checklist
4. Explain how to pay your firm
ICAI does not allow fees on your website. Say that you share a fee quote after the first talk, and that clients can pay invoices by UPI or bank transfer.
See our UPI Payments on WebsiteChecklist
5. Add a secure document upload
Give clients a login to send and download their papers, instead of emailing bank statements and PAN copies back and forth.
Checklist
How can clients check you?
- 1. Introduce your partners
- 2. Introduce your team
- 3. Name clients only with consent
- 4. Answer common questions
- 5. Keep client matters private
1. Introduce your partners
For each partner, add a passport-style photo, name, qualifications, ICAI membership number, the year they became a CA and their areas of work.
Checklist
2. Introduce your team
Add the people clients will deal with, like the CA who files returns, the GST desk or the accounts executive, with name, role and experience.
Checklist
3. Name clients only with consent
You may name a client and the work done only with their written permission. For audit and other work only CAs may do, show the client name alone.
Checklist
4. Answer common questions
ICAI allows articles and updates on your website. Answer what clients ask you: “Old or new tax regime?”, “Do I need GST registration?”, “What does this tax notice mean?”. Clear answers also help Google and AI assistants describe you.
See our Automatic Website SEOChecklist
5. Keep client matters private
Never post a client's return, notice or figures as an example. Remove names, PAN and amounts from any case you write about.
Checklist
How can clients reach you?
- 1. Add a consultation booking
- 2. Add phone, WhatsApp and email
- 3. Clearly show your location
- 4. Add your working hours
- 5. Add your social media links
- 6. Offer your website in local languages
1. Add a consultation booking
A Book a Consultation button on every page. Ask for the name, phone, the service needed and a good time to call.
See our Leads, Orders & AppointmentsChecklist
2. Add phone, WhatsApp and email
Show your office phone, WhatsApp and email at the top and bottom of every page. Many clients send a photo of their notice or Form 16 first.
Checklist
3. Clearly show your location
Add the office address registered with ICAI, a landmark and a Google Map. List branch offices too, with their own address.
Checklist
4. Add your working hours
Show your office hours, and any longer hours in the weeks before the ITR due date and at year end.
Checklist
5. Add your social media links
Link your LinkedIn, Facebook and Instagram pages in the footer. ICAI allows the link, but not asking people to like or follow.
Checklist
6. Offer your website in local languages
Show document lists, due dates and GST steps in Gujarati, Hindi or whichever language your traders and families read best.
See our Multi-language WebsiteChecklist
How to host and maintain your website?
- 1. Choose a domain name
- 2. Put your website on hosting
- 3. Turn on SSL
- 4. Make your website open fast (CDN)
- 5. Keep backups of your website
- 6. Keep your website up to date
1. Choose a domain name
ICAI asks that your web address stays close to your firm name, like mehtashahca.in. Avoid words like “best” or “taxexpert” in it.
See our Domain Name GeneratorChecklist
2. Put your website on hosting
Hosting keeps your website online, so a salaried client who finds Form 16 at midnight can still book a slot.
See our Website Hosting & SSLChecklist
3. Turn on SSL
SSL puts a lock next to your web address and protects PAN numbers, income details and bank statements when clients send them.
See our Website Hosting & SSLChecklist
4. Make your website open fast (CDN)
A CDN keeps copies of your website in many cities, so pages load fast on the day everyone is checking the due date.
See our Website Hosting & SSLChecklist
5. Keep backups of your website
A backup is a saved copy of your website, made every day, so your service pages, articles and due date calendar are never lost.
See our Website Hosting & SSLChecklist
6. Keep your website up to date
Update due dates after every Budget and CBDT or GST notice, section numbers for the Income-tax Act, 2025, and partner and staff changes.
See our AI Website EditorChecklist
Pick your services, see your CA, tax & accounting website
Get my websiteHow to get more enquiries & clients for your CA firm
SEO – Get found on Google & AI
- 1. Set up and update your website SEO
- 2. Set up your Google Business Profile
- 3. Check Google can find your site
- 4. List your firm on directories
- 5. Reply to your Google reviews
1. Set up and update your website SEOOngoing
Do this with your website, then keep it current. Give Google and AI assistants a clear picture of your firm: keywords for your services and area, a page title and description, one main heading (H1) on each page, a favicon, and structured data with your address, phone and hours.
See our Automatic Website SEOChecklist
2. Set up your Google Business ProfileOne time
Use the same firm name, address and phone as your website and ICAI records. Pick “Chartered accountant” as your main category, and add your services.
Checklist
3. Check Google can find your siteOne time
Make sure your website is on Google, so people searching for a CA in your area can see it.
See our Google Search CheckChecklist
4. List your firm on directoriesOne time
Start with ICAI's own CA Connect portal. On other apps, list only work that is not reserved for CAs, like tax filing and bookkeeping.
Checklist
5. Reply to your Google reviewsOngoing
ICAI does not allow testimonials on your website, so leave reviews on Google. Do not offer anything for a review.
Checklist
Social Media Marketing
- 1. Set up LinkedIn, Facebook, Insta
- 2. Share one tax update every week
- 3. Post before each due date
1. Set up LinkedIn, Facebook, InstaOne time
Use the firm name in plain type, the same as on your website. LinkedIn matters most for business clients.
Checklist
2. Share one tax update every weekOngoing
Pick one idea a week. Keep it educational and factual, with no fees, offers or “contact us now”.
See our Social Media MarketingPost ideas
3. Post before each due dateOngoing
Plan a post two weeks before the dates your clients forget. Share the date and the papers needed, nothing more.
Occasion ideas
WhatsApp Marketing
- 1. Set up WhatsApp Business
- 2. Post on WhatsApp status weekly
- 3. Send due date reminders
- 4. Send monthly client updates
1. Set up WhatsApp BusinessOne time
Add your firm name, office hours, address and the services you offer. Keep it factual.
Checklist
2. Post on WhatsApp status weeklyOngoing
Pick one idea a week. Clients who saved your number see it for a day.
See our WhatsApp Status Post MakerStatus ideas
3. Send due date remindersOngoing
Message each client before their own filing dates. Use their name, the return and the papers you need from them.
See our Leads, Orders & AppointmentsReminder ideas
4. Send monthly client updatesOngoing
Send one message a month to your broadcast list of existing clients only. ICAI does not allow messages to strangers asking for work.
Message ideas
Paid Ads on Google, Insta, FB
- 1. Run Google Ads for nearby searches
- 2. Run Facebook and Instagram ads
1. Run Google Ads for nearby searchesOne time
Paid ads that ask people to hire your firm can count as soliciting work under ICAI's rules.
Not the best fit for a CA firm
- Instead
- Spend the time on your Google Business Profile, CA Connect listing and dated articles that answer tax questions. These bring the same searchers without an ad.
- Why?
- ICAI's Code of Ethics bars soliciting clients by advertisement and allows only factual write-ups. Ask ICAI's Ethical Standards Board before you run any paid ad.
Checklist
2. Run Facebook and Instagram adsOne timeOngoing
Boosted posts and lead form ads put your firm in front of people who did not ask for it, which ICAI treats as push promotion.
Not the best fit for a CA firm
- Instead
- Post useful tax updates on your own pages and share them with existing clients on WhatsApp. Clients forward them to family and staff.
- Why?
- ICAI does not allow members to solicit people to visit or like their pages. Audit and other work reserved for CAs must never be pushed to the public.
Set up once
Every month
Others
- 1. Add your link to stationery
- 2. Print a QR code poster
- 3. Check visits and enquiries monthly
1. Add your link to stationeryOne time
ICAI lets you print your web address on professional stationery and email. Do not use flyers, hoardings or circulars that ask people to visit it.
Checklist
2. Print a QR code posterOne time
Clients at your desk scan it to book their next filing slot or open the upload page for their documents.
See our QR Code Poster MakerChecklist
3. Check visits and enquiries monthlyOngoing
See which services and articles people read most, and when visits rise before each due date.
See our Website AnalyticsChecklist
Pick your services, see your CA, tax & accounting website
Tap the services you offer
Enter firm name
Get a CA, tax & accounting website & marketing tools in 3 steps
Type your firm and the services you offer
Your firm name and the work you take on. That is enough for us to start.
Firm name. Type it the way it is registered with ICAI, like "Mehta & Shah Chartered Accountants".
Your services. Separate them with commas. ITR filing, GST registration and returns, TDS returns, bookkeeping, company and LLP registration, audit.
Hours and area. Add your office days and hours, your locality and city, so taxpayers nearby can book a consultation.
What you will see 
See 6 CA, tax & accounting websites
Each design is laid out for a CA firm, with words and pictures already in place. Want other options? Generate again.
A sober, professional layout. Designs that put your services, partners and office hours where a taxpayer with a deadline looks first.
Bookings built in. Services, Book a Consultation, WhatsApp, a map and FAQs are already on the page.
Written for your city. Headlines like "Reliable Chartered Accountants in Surat for Compliance" name your city and the work you do.
What you will see 
Pick one and start taking consultations
Choose the design that suits your firm and go live. Clients can book a consultation the same day.
Choose your design. Pick the one that looks right for your firm. You can switch to another design any time.
Go live. Your website takes consultation bookings the moment you choose.
Add your own details. Add your FRN, each partner's ICAI membership number, your peer review status and the due date calendar.
What you will see 
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How taxpayers find a CA firm online
Trending services
Income tax return filing
Most enquiredPeaks from June to the due date. Keep the documents list and booking button at the top.
Tax notice replies
RisingMore taxpayers get automated notices. Explain in plain words what a notice means and what to send.
GST returns for small traders
SteadyEvery month or quarter, without a break. Clients stay for years if filing is on time.
Company and LLP registration
RisingStartups and family businesses ask about it. Explain the steps and the papers.
Advance tax planning
SeasonalQuestions come before June, September, December and March instalments. Share the dates early.
NRI tax filing
RisingNRIs with rent or capital gains in India need help. Say you work with them online.
How taxpayers search for a CA firm on Google
CA near meNearby
The most common search. Google shows firms close to the person first, so keep your address the same everywhere.
chartered accountant in AdajanBy area
Put your locality and city in your website title and your registered address.
CA for GST return filing in SuratBy city
Traders search by service and city. Give GST its own page with the documents list.
income tax notice reply CA urgentUrgent
A notice has a reply date. Make the notice query form easy to find from every page.
ITR filing charges by CABy price
You cannot list fees. Explain what is included and offer a quick call for a quote.
GST registration for new shopBy service
New shop owners need a list of papers. Show it on the GST page.
private limited company registration CABy service
Founders compare steps and timelines. Explain the steps and the documents for each.
CA for NRI income tax returnFor NRIs
NRIs and their families search from abroad. Show your email and WhatsApp clearly.
ITR filing last date this yearBy timing
Searches jump before each due date. A dated due date calendar brings these people to you.
How you look on Google
Your Firm | Chartered Accountants in Adajan, Surat
Chartered accountants in Adajan, Surat for income tax returns, GST returns, TDS, bookkeeping and company registration. Mon to Sat, 10 am to 7 pm.
- Services
- Partners
- Due dates
- Book consultation
How taxpayers ask AI about a CA firm
Which CA near Adajan can file my ITR and reply to a tax notice?
People now ask ChatGPT and other AI assistants. Clear services, your area and a documents list help them name your firm.
How you show up in AI chatbots
Is there a CA firm in Adajan, Surat that files income tax returns and helps with tax notices?
Your Firm in Adajan, Surat is a firm of chartered accountants that files income tax returns, GST and TDS returns and replies to tax notices. Its partners are ICAI members, and it is open Monday to Saturday, 10 am to 7 pm. You can book a consultation on its website or on WhatsApp.
yourcafirm.comSample answer. ChatGPT, Gemini and others each word it their own way.
Online rules to know
Get consent for client documents
All businessesTell clients why you need their PAN, Aadhaar, bank statements and income details, and get their consent. Use them only for the work they asked for, and delete what you no longer need.
Make only honest claims
All businessesDo not promise a “guaranteed refund”, “no notices ever” or “lowest tax”, and do not call yourself the top firm in Surat. Every fact on your website must be true.
Follow ICAI's website rules
CA, Tax & AccountingDo not solicit work, show fees, testimonials, awards or a firm logo, or run banner ads on your site. Show audit and other work reserved for CAs only when a visitor looks for it.
Use the CA title only if allowed
CA, Tax & AccountingOnly ICAI members may call themselves chartered accountants, and a firm may use “Chartered Accountants” only if all its partners are CAs in practice. Tax consultants and accountants who are not ICAI members must not use “CA” or the CA India logo.
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