Chartered Accountant Package –
Build Your Firm's Digital Portal
Elevate your accounting firm’s credibility. Establish secure document upload modules, advisory tax scheduling systems, and compliance-ready corporate directories to service clients efficiently.
Why Your CA Firm Needs a Digital Client Portal
Categorized Service Lists
Break down your advisory offerings including tax filings, audit schedules, corporate compliance, and advisory services.
Secure Document Intake
Enable clients to safely upload sensitive financial statements, PANs, and tax documents via encrypted file intake modules.
Consultation Scheduling Hooks
Allow business clients to book consultation calls, scheduling meetings around audit deadlines automatically.
Establish Industry Authority
Highlight your firm's advisory success, client reviews, and compliance expertise directly on the web.
Highly Secure Architecture
SSL-protected, static-page structures that minimize database vulnerabilities and ensure GDPR compliance.
SEO-Optimized for Businesses
Rank at the top of local B2B financial query rankings to increase corporate client inbound leads.
Why Choose BizSoKae?
Security & Encryption Focus
We construct secure portals that prioritize client document confidentiality and encryption standards.
Polished Corporate Aesthetics
Clean corporate styling that presents your firm’s financial advisory services with premium authority.
Affordable Scale & Transparent Billing
No hidden charges; transparent milestones for code integration, web hosting, and social media campaigns.
Financial Advisory Storytelling
Professional intro videos explaining complex compliance subjects to build trust before the first consultation.
B2B Local Search Visibility
Engineered specifically to claim top positions in local B2B searches for financial advisory services in your city.
Ongoing Support & SLA Security
We provide regular platform audits, package updates, and backups to guarantee 99.9% uptime.
Package Details & Pricing
Compare our Essential, Advanced, and Ultimate tiers to find the perfect fit for your financial advisory portal.
| Website & Branding Design | Essential | Advanced (Recommended) | Ultimate |
|---|---|---|---|
| Logo & Corporate Identity | Corporate Vector Logo | Logo + Financial Advisory Style Guide | Complete CA & Tax Firm Identity Ecosystem |
| Financial Calculators | Standard Tax Slabs Guide | Interactive GST & Income Tax Calculators | Multi-Jurisdiction Corporate Tax & ROI Estimator |
| Advisory Bio Video | 1-Minute Profile Bio Video | 2-Minute Corporate Tax Advisory Video | 3-Minute In-Depth Audit & Compliance Philosophy |
| Website Architecture | Fast WordPress Financial Site | Next.js Static Site (Sub-800ms) | Custom Multi-Partner Secure CA Portal |
| Secure Document Intake | Encrypted Intake Form | Client File Upload Vault with SSL | Full Client Portal + Digital Signature (DSC) Workflow |
| Statutory Compliance Calendar | Static Due Date List | Interactive GST/ROC Due Date Reminders | Automated WhatsApp/Email Compliance Alerts System |
| After-Sales Support | 6 months | 1 Year Priority | 1 Year Dedicated 24/7 Support |
| Social Media Branding & Marketing | Essential | Advanced | Ultimate |
| Social Posts / Month | 8 Posts (Tax Updates) | 15 Posts (GST/ROC Compliance Guides) | 22 Posts (High-Ticket Advisory Content) |
| Reels & Shorts / Month | 2 Tax Tip Reels | 4 Advisory Reels | 8 4K Financial Breakdown Reels |
| Corporate Ad Creatives | Basic Tax Season Banner Ads | High-Converting Retainer Lead Ads | Full Paid LinkedIn/Meta B2B Strategy |
| Design & AI Tools Used | Canva Pro, Photoshop | Figma, Adobe Premiere Pro | AI Voice Agents, Advanced Figma |
| Pricing Plans | Essential | Advanced | Ultimate |
| Website Price (Yearly) | $699 | $1,299 | $1,950 |
| Social Media / Month | $300 | $550 | $850 |
| Combo Offer (Yearly) | $3,900 | $7,200 | $11,500 |
Please Note:
- Our pricing covers service charges only. Hosting, domain, and AI tool subscription costs are additional and must be paid directly by the client.
- Website development fees are billed annually in advance to ensure seamless service.
- Social media management operates on a prepaid monthly billing model for uninterrupted execution.
- To safeguard client data and maintain confidentiality, we sign a Non-Disclosure Agreement (NDA).
Ready to Launch Your Financial Portal?
Get in touch with us to schedule a live web demonstration and discuss your firm's portal requirements.