CPA Website Builder
Build a CPA website in minutes for free with AI. Write in plain English or tap buttons to create your website.
How to Use the CPA Website Builder
CPA Website Builder Example
Built with Replit.
Build your vision in minutes for free without writing a single line of code.
Prompting the CPA Website Builder
Build an auditing CPA website with a Secure Portal for encrypted document exchange and e-signatures, an Audit Tracker with interactive timelines for phases/milestones/due dates, a Compliance Dashboard mapping controls/testing to GAAS and PCAOB for real-time status, and a Findings Library organizing past findings, management letters, and remediation plans.
Build a business valuation CPA website with an Intake Wizard collecting revenues, margins, capex, and ownership structure, an embedded Multiples DB with industry multiples and guideline company comps for market approaches, a Scenario Analyzer to model DCF sensitivities across growth, margins, and discount rates to show valuation ranges, and a Report Builder outputting USPAP- and AICPA-compliant visual reports.
Create a CPA accounting website with a live Books Dashboard summarizing cash, AR, AP, and month-close status for instant visibility; Auto Reconcile via bank feeds and rules to auto-match transactions and flag exceptions to cut manual work and errors; a one-click GAAP Statements Generator for balance sheet, income statement, and cash flow with consistent presentation and faster reporting; and KPI Alerts that notify when DSO, gross margin, or burn deviate from thresholds for proactive management.
Build a management accounting CPA website featuring a forecasting tool with driver-based budgeting and rolling forecasts linking assumptions to outcomes, a cost modeler with ABC and standard costing to allocate overhead and reveal unit economics, segment profitability dashboards showing profit and contribution margins by product, customer, and channel, and a rolling cash flow module delivering weekly 13-week projections integrating receivables, payables, and capex to strengthen liquidity management.
Top CPA Website Features by Type
Auditing
Secure Portal
A client portal for encrypted document exchange and e-signatures streamlines audit evidence collection. It reduces turnaround time and improves confidentiality for sensitive records.
Audit Tracker
An interactive timeline shows audit phases, milestones, and due dates. It keeps clients aligned on responsibilities and reduces audit delays.
Compliance Dashboard
A dashboard maps controls and testing to relevant standards like GAAS and PCAOB. It demonstrates rigor and gives clients visibility into compliance status.
Findings Library
A library organizes past audit findings, management letters, and remediation plans. It helps stakeholders benchmark progress and prepares teams for future audits.
Business Valuation
Intake Wizard
A guided questionnaire collects key data like revenues, margins, capex, and ownership structure. It speeds scoping and ensures the valuation engagement starts with complete information.
Multiples DB
An embedded database of industry multiples and guideline company comps supports market approaches. It enhances credibility and shortens research cycles.
Scenario Analyzer
Tools to model DCF sensitivities across growth, margins, and discount rates show valuation ranges. Clients see risks and upside clearly before decisions.
Report Builder
A templated builder outputs USPAP and AICPA-compliant valuation reports with visuals. It standardizes quality and reduces preparation time.
Financial Accounting
Books Dashboard
A live dashboard summarizes cash, AR, AP, and month-close status. It gives clients instant visibility into financial health.
Auto Reconcile
Bank feed integrations and rules auto-match transactions and flag exceptions. It cuts manual work and reduces reconciliation errors.
Statements Generator
One-click GAAP financials produce balance sheets, income statements, and cash flows. It ensures consistent presentation and accelerates reporting.
KPI Alerts
Custom alerts notify users when metrics like DSO, gross margin, or burn deviate from thresholds. It enables proactive management before issues escalate.
Management Accounting
Forecasting Tool
Driver-based budgeting and rolling forecasts connect assumptions to outcomes. It improves planning accuracy and agility as conditions change.
Cost Modeler
ABC and standard cost modeling allocate overhead to products and services. It reveals true unit economics for better pricing and investment decisions.
Segment Profitability
Dashboards show profit by product, customer, and channel with contribution margins. It helps leaders focus resources where returns are highest.
Rolling Cash Flow
Weekly 13-week cash projections integrate receivables, payables, and capex. It strengthens liquidity management and reduces surprise shortfalls.
The CPA Website of Your Dreams
Build your vision in minutes for free without writing a single line of code.
FAQ about the CPA Website Builder
How fast can I launch a CPA website using an AI-powered, browser-based builder?
With Replit’s AI Agent and Assistant, you can go from idea to live CPA site in minutes in a browser-based workspace—no installation required. Your project opens in an instant environment with a real-time preview so you can see changes as you build. When ready, use one-click deploy to publish, and keep iterating from the mobile app while on the go.
Is this a drag-and-drop CPA site builder or code-first with visual editing?
Replit is code-first with a full Visual Editor layered on top of the code editor. The Visual Editor is great for UI tweaks and component styling, but there are intentional drag-and-drop limitations—app logic stays in code for reliability and flexibility. This lets non-technical users adjust visuals while developers implement logic in code.
Can I import my existing designs or code to build my CPA site?
Yes—use Import from Figma for AI-powered design-to-code that generates a React UI with a responsive layout. You can also use GitHub import to bring in existing repos and start instantly. Or jump-start from community Remix templates you can clone and customize to fit your CPA brand.
What client-facing features can I add for a CPA firm website?
You can build a client portal with secure login and document upload for sharing tax files. Add appointment booking, contact forms, a blog, and FAQs to handle common requests. Replit’s AI Agent can scaffold these features and wire up integrations or databases as needed.
How do I handle authentication and protect sensitive client data?
Add Google OAuth, Firebase Auth, or Replit Auth with a simple prompt, and the Agent will set up the flows. Protect secrets with the built-in Secrets Manager and environment variables, and serve your site over HTTPS/TLS with custom domains. For storage, choose Replit Database for simplicity or managed PostgreSQL for relational data—both supported from the workspace.
Can I accept invoice payments and send automated emails or texts?
Yes—integrate Stripe or PayPal to create a secure checkout and generate receipts. Use SendGrid for email templates and confirmations, and Twilio for SMS notifications and reminders. The Agent writes the boilerplate for these services so you can focus on your CPA workflows.
How can AI help with content, SEO, and visuals for my CPA website?
The AI Assistant can draft marketing copy and documentation generation for services pages and policies. Ask the Agent to add SEO essentials like meta tags, a sitemap, and schema markup, and to suggest performance improvements. You can also request on-brand image generation for logos, icons, or illustrations without leaving the workspace.
What if something breaks—can I safely revert changes?
Every major change creates checkpoints you can use as a restore point. View a diff preview before applying AI edits, and if something goes wrong, rollback instantly to a known-good state. You also have version control integration for traditional branching and commits alongside the AI history.