ACCOUNTANCY PRACTICE WEBSITE BRIEF
Turing Websites | turingwebsites.com/web-design-for/accountants
Updated: 25 October 2026

Use this editable brief to compare website quotes and agree the scope with your chosen supplier.
Fill in what you know. Discuss the remaining decisions during scoping.
Keep passwords, client records and financial documents in your existing secure systems.

1. THE CLIENTS YOU WANT TO REACH

Practice name:
Current website, if any:
Who should enquire? For example: sole traders, limited companies or local employers.
Which locations do you serve?
Which three services matter most for new enquiries?
What should a new visitor do? For example: send an enquiry or book a discovery call.

2. YOUR FIRST PAGES

List the pages you need at launch, in priority order:
Which services can share a page, and which need their own explanation?
Who supplies and approves the text, team photographs and service descriptions?
Who will maintain the content after launch?

For scope comparison: Turing's Launchpad starts at £2,000 for three pages.
Separate service pages, additional integrations and other features need an agreed scope.
Ask each supplier to state the page count, inclusions, exclusions and fixed price.

3. FEES AND CREDENTIALS

For each priority service, choose a fee, from-price, range or explanation of pricing factors.
State what the figure includes and excludes, and any applicable VAT treatment.
Who approves each figure, and when will it be reviewed?
Which professional memberships, qualifications and practice details are approved for publication?
Who checks the wording against the practice's applicable requirements?
Which client reviews or project examples have permission to appear?

4. EXISTING CLIENTS AND NEW ENQUIRIES

What is the public sign-in URL for your existing client portal?
Who owns the inbox that receives new enquiries?
Which fields does your team need to prepare for a first conversation?
Do you need discovery-call booking? If so, which calendar or booking provider?
Should enquiries reach a CRM or practice-management tool? Name the tool and desired next step.
Ask the supplier to confirm available connections and costs before including an integration.
Your public website should link to the existing portal; agree any separate portal work explicitly.

5. BUDGET, TIMING AND HANDOVER

Budget range:
Target launch date and the business reason for it:
Who approves the design and final scope?
When will the content and approvals be available?
Who owns the domain, hosting, website code, content and measurement accounts?
What training, documentation, ongoing care and recurring charges are included?

6. THE LAUNCH CHECK

Agree who will check these and what evidence confirms completion:
[ ] Services, fees and credentials match the approved wording.
[ ] Mobile navigation and the main enquiry action work on a phone.
[ ] A test enquiry reaches the intended inbox or practice tool.
[ ] Booking links open the correct calendar and portal links open the correct sign-in page.
[ ] Important existing URLs have suitable redirects where needed.
[ ] Canonicals, sitemap and Search Console ownership are checked.
[ ] Analytics respects the visitor's consent choice and records agreed site actions.
[ ] Account ownership, content editing and ongoing charges are recorded in the handover.

TO DISCUSS YOUR BRIEF WITH TURING

Open turingwebsites.com/contact?enquiry=accountants#enquiry and paste the main points into your message.
We review the brief, agree the scope with you and send a fixed, itemised quote.