Can you build a client portal for our firm?

Yes. We build secure portals in your brand, with document sharing, requests and messages, connected to the tools you already use.

Is the portal secure?

Yes. Two-step sign-in, encrypted files and access set by role, with client data protected the way the Safeguards Rule expects.

Can clients book a consultation online?

Yes. They pick a free time from your calendar and fill in a short intake form, so the first meeting starts with the basics done.

Will you work with our compliance team?

Yes. We share pages, posts and ads for review before they go live, and keep a record of what was approved.

Can you connect to our CRM and e-signing tools?

Usually, yes. We connect to the tools you already run on, so client details live in one place.

Can we use client testimonials on our website?

Often, yes, with the right disclosures. We build them to the SEC Marketing Rule, and your compliance team signs off before they go live.

Do you keep records of our marketing?

Yes. Pages, posts and ads are archived with the date they ran, ready for a review or an exam.

Do you write the content for financial websites?

Yes. We write pages and guides in plain English, and your team checks every claim before it's published.

Financial

Digital growth for financial advisors and CPAs

Sites that book consultations, client portals and intake built in, and marketing that earns trust, built to be compliant.

Start a project See all industries

Websites and client portals for financial advisors and CPAs

People choose an advisor, an accountant or an insurer on trust, and most of them read the website before they call. It has to look established, explain what you do in plain words and make the first meeting easy to book.

After that, clients need somewhere safe to sign in, share documents and see where things stand, without attachments going back and forth by email.

Your firm, from first search to sign-in

Websites, client portals and marketing for financial firms. In your brand, and built to the rules.

A website that earns trust

Your team and your approach, explained before anyone picks up the phone.

Who you work with
How you're paid, explained
What the first meeting covers

The portal behind the sign-in

Documents, requests and messages for every client, in one secure place.

Two-step sign-in
Statements and returns shared safely
Requests with due dates

Marketing that stays in bounds

Search, email and social that bring in clients, cleared before anything goes out.

Campaigns timed to tax season
Posts your compliance team approves
Every enquiry traced to its source

Run by one team

Hosting, updates and changes handled by us, so the site and portal never fall behind.

One team for all of it
Backups and monitoring
Changes when you ask

Websites, software and marketing for financial firms

From the first search to the client portal. One team for every step.

01
Marketing·Found
Marketing for financial advisors and CPAs
People look for an advisor or an accountant when something changes: a new job, a sale, a tax bill. We put your firm in front of them with a complete Google profile, guides that answer their questions and campaigns timed to the calendar.
- Local SEO and Google Maps
- Guides that answer client questions
- Search ads for the services you offer
- Reviews where the rules allow
- Pages for each service and town
- LinkedIn for advisors
- Newsletters clients read
- Monthly reports on new clients
See our SEO service
02
Website·Met
Website design for financial firms
Your website does the first meeting before the first meeting: who you are, who you work with and how you help. Then it books a consultation and collects the basics, so the call starts with substance.
- Team and credentials on the page
- Consultations booked online
- Intake before the first call
- Designed for phones first
- A page for every service
- Accessible to every client
- Secure contact forms
- Calculators and checklists
See our website service
03
Software·Onboarded
Client portals for advisors and accountants
Once they sign on, the portal takes over: documents shared and signed securely, messages kept with the client's record, and every step connected to the tools you already run on.
- E-signing built in
- Connected to your CRM and calendar
- Messages kept with each client
- Access set by role
- Annual review scheduling
- Onboarding checklists
- Client dashboards
- Exports for your records
See our software service

Signs your website is costing you clients

When a financial firm's website stops earning trust. Eight signs we see most.

No way to book online

Prospects have to call or email to take the first step.

Stock photos of handshakes

Nothing that shows the people they'd work with.

Services in jargon

Pages that only make sense to other advisors.

No faces on the team page

Names and titles, but nobody to trust yet.

Old disclosures

Small print that hasn't kept up with the rules.

Hard to use on a phone

Text too small, and forms that won't send.

No idea what works

Enquiries nobody traces back to a source.

A blog left behind

Last updated years ago, and it shows.

Why firms move to a portal

From email attachments to one secure place. What changes for your clients and your team.

Email was never built for tax returns.

A client portal replaces the attachments, the chasing and the guesswork with one place your clients sign in to.

Talk about a portal

Running on email

With Stratasis

Running on email

Attachments everywhere

Statements and returns sent back and forth by email.

With Stratasis

One secure place

Every document shared and stored in the portal.

Running on email

Chasing paperwork

Reminders sent by hand, and forms that never come back.

With Stratasis

Requests with due dates

Clients see what's needed, and reminders go out for you.

Running on email

Booking by phone tag

Days of back and forth to find a meeting time.

With Stratasis

Booked online

Clients pick a free time, straight into your calendar.

Running on email

Hard to check

No record of who opened what, or when.

With Stratasis

A record of every action

Every view and change kept, ready for an exam.

Running on email

Looks like a template

A website that could belong to any firm.

With Stratasis

Looks like your firm

One brand across the site, the portal and every email.

Digital for financial firms, explained

What a financial firm needs online. Website, software and marketing.

Website design for financial advisors and CPAs

Prospective clients read your website before they call, and they're looking for reasons to trust you: who you are, who you work with, how you're paid and what working together looks like. A clear site answers those in plain English, with real faces and credentials on the page.

Then it makes the next step easy: a first consultation booked online, with a short intake form so the meeting starts with the facts.

Client portals and software for financial firms

If you share documents with clients by email, a portal is the safer, simpler way. Clients sign in to upload, sign and download; your team sees what's outstanding at a glance; and every action is recorded.

We build portals in your brand and connect them to the CRM, calendar and e-signing tools you already use.

Documents shared and signed securely
Requests and reminders built in
Messages kept with the client's record
Access set by role

Marketing for financial firms

Most people look for an advisor or accountant near them, often when something in their life changes. A complete Google Business Profile, guides that answer common questions and campaigns timed to tax season and year-end put you in front of them at the right moment.

Staying within the rules

Financial marketing has its own rules on claims, testimonials and records. We build every page, post and ad to the SEC Marketing Rule and FINRA 2210 where they apply, keep an archive of what ran, and share everything with your compliance lead before it goes live.

Questions and answers

Still have a question?

Ask us anything. We'll answer it straight, even if the answer is that we're not the right fit.

Ask us

Yes. We build secure portals in your brand, with document sharing, requests and messages, connected to the tools you already use.
Yes. Two-step sign-in, encrypted files and access set by role, with client data protected the way the Safeguards Rule expects.
Yes. They pick a free time from your calendar and fill in a short intake form, so the first meeting starts with the basics done.
Yes. We share pages, posts and ads for review before they go live, and keep a record of what was approved.
Usually, yes. We connect to the tools you already run on, so client details live in one place.
Often, yes, with the right disclosures. We build them to the SEC Marketing Rule, and your compliance team signs off before they go live.
Yes. Pages, posts and ads are archived with the date they ran, ready for a review or an exam.
Yes. We write pages and guides in plain English, and your team checks every claim before it's published.