Website design for Chartered Accountants & Website development for CA firms

“Business has only two functions – Innovation and Marketing”

Milan Kundera

Website Design for Chartered Accountants

Impactful Online presence for experienced CA professionals

Website design for Chartered Accountants is not a choice anymore, rather a necessity. With increasing number of Small and Medium business firms and companies, the demand for Chartered Accountants (CAs) are consistently increasing. CA or Auditor of a company not not maintain the books of accounts but also audit the accounts of business as regulatory process requirements.

We offer a Online website and Mobile App for Individual Chartered Accountants or CA firms. As we understand, the expectations of a Chartered Accountants from a website revolves around a visibility, convenience and query generation platform. Also, being a guide and advisor to the clients on various tax related matters, engagement of customers remains a primary objective for convenient query resolution.

After calibrating the expectations, we have come up with our offering which will not only make a solid presence on the Online space but also help in servicing customer and resolving queries without any hassles.

Get all this for just Rs.5000/ month

Platform Features

Responsive Website compatible with Laptop, Tablet and Mobile.
CMS based website with Homepage and upto 10 pages customization as per your requirements
Hierarchy – Administrator, Author and Subscriber login rights
Access control for each content post
Post Blog without access control
Supported content formats : Video, images, PDF files or text content
Other tools : Customer risk profiler, Basic Calculators, News aggregator
Customer care form integrated with email
Back office linking
Email and Whatsapp integration
Discussion forum (optional at extra cost)
E learning module (optional at extra cost)
Cloud hosting with SSL

Social Media pages creation, maintenance and their Integration with Website

Festival greetings/ product banners upto 12 per annum

Search Engine Optimization along with Maintaining webmaster and analytics

Integration of auto-mailer for subscribers

Subscriber data Insights

Digital Marketing

Lead generation

60d9de_45c6cda1e9e8465483f340217d84506a_mv2

All these services are available at additional cost.

Active and Passive promotion of business across digital channels

Discount Campaigns & coupon code for promotional offers

Promotional activities for building Marketing Partners/ Affiliates / Franchisee

Lead generation Campaigns through emails/sms/social media and search engines

Interested !! Please enter your details and we will get in touch with you.

Advisory with regard to compliance with the Website Guidelines of the Institute – (14-10-2020)

The Institute of Chartered Accountants of India
14th October, 2020
No. M-626/14/2020

Advisory

The members are aware that the Council has issued the Website Guidelines in 2001, which have been revised from time to time. The Guidelines, as revised in the 388th Meeting of Council held on 6th and 7th February, 2020, are appearing at page 143 of the Volume-II of Code of Ethics, 2020, which may be accessed at the website of the Institute at https://www.icai.org/resource/60018code-of-ethics-2020vol2.pdf. The Guidelines are also available at the website of Ethical Standards Board i.e. esb.icai.org.

The Clauses (6) and (7) of Part-I of First Schedule to The Chartered Accountants Act, 1949 (“Act”) bar solicitation and advertisement, respectively. The Website Guidelines have been formulated by the Council in a manner so as to permit members and Firms to have own Website without hitting the provisions of Clauses (6) and (7).

Further, it is obligatory to comply with the Guidelines of the Council in terms of the provisions of Clause (1) of Part-II of Second Schedule to the Act. The non-compliance with any Guidelines issued by the Council is deemed as professional misconduct in terms of the provisions of above-mentioned Clause.

The reference may also be made to the Announcement issued by the Institute in March, 2014 , available on the website of the Institute at https://www.icai.org/post.html?post_id=10584, wherein it has been clarified that the members should not share details of Chartered Accountants firms for the purpose of ranking.

In the above backdrop, it is pertinent to note that following contents and features on the Websites of members and Firms are prohibited :-

(1) Mention of Names of clients / Client Logo
(2) Writing of Firm name in a manner tantamounting to Logo/Monogram
(3) Mention of Professional Fees, or fact of providing services free of charge
(4) Using Photographs other than passport style, including Event galleries of Photographs
(5) Use of expressions such as “Leading Firm”/”Best Firm”/ “Top Firm”
(6) Claiming to have liasoning with Government offices
(7) Mention of activities forming other business or occupation, which are not allowed to members in practice e.g. Real Estate, Health , etc.
(8) Mention of activities forming other business or occupation allowed to members in practice e.g. reference of Books authored, teaching activities by the member concerned, etc. (since the website can be utilized for mentioning professional services of members only, and not of other business /occupation carried out by him)
(9) Mention of activities which exceed the purview granted to members in practice e.g. “Arrangement of Loans” (the members in practice are permitted to act as Financial Adviser in terms of Regulation 191 of Chartered Accountants Regulations, 1988)
(10) Links of organizations which do not fall under permitted categories e.g. of a commercial Company
(11) Videos other than educational videos e.g. Firm profile, canvassing for Elections etc.
(12) Mentioning subjective claims e.g. “having presence/associates in big cities”, “have well equipped Conference Room”, “best quality services in the market” etc.
(13) Mentioning CSR contribution / donation done by the Firm
(14) Mentioning any kind of affiliation with any national or international organisation e.g. United Nations
(15) Mention of any award(s) as may have been given to the CA Firm
(16) Mention of any kind of grading granted to the Firm by any organization (including a Regulator) or a survey agency e.g. “Tier 2 Firm”
(17) Mentioning of a particular role instead of professional service e.g. “Training” (which may be provided to existing clients w.r.t a professional service, but cannot be mentioned as a service)
(18) Professional services of the Firm mentioned in push mode/ the website running on a push model of technology
(19) Mention of media coverage of Firm
(20) Mention of association of the member with the Institute e.g. as a Special Invitee in a Committee of the Institute
(21) Mentioning testimonial with client name
(22) ISO Certification or any other certification or accreditation (it is allowed for CA Firms to have ISO certification, but the same cannot be mentioned)
(23) Using Logo of a Government Department or scheme e.g. of Startup India
(24) Mention of updates which do not fall under the category of professional updates e.g. relating to movies, National and International News
(25) Mention of empanelment with any organisation, whether for Audit or any other assignment
(26) Mention of engagement of the Firm in social activity(ies)
(27) Mention of features like “why choose us” on the website
(28) Mentioning association/reference of any other Firm(s) , wherein the proprietor or partner of the Firm may be partner
(29) Advertisement of any commodity, service or entity.

It may be noted that the above list is not exhaustive. In order that the members remain in the purview of the provisions of the Act and Code of Ethics, the members are hereby advised to align their websites with the Website Guidelines and remove all such contents and features which are not in consonance with the said Guidelines.

Acting Secretary, ICAI
14.10.2020

If you are a Chartered Accountant and looking forward to have a website, then it is the right time and right place. We are the experienced players for website design for Chartered Accountant (CA) in India. We build responsive websites that are laptop, tablet and mobile friendly and give a smooth surfing experience for your visitors.

Important points to be kept in mind while designing the website for Chartered Accountants CA

It is now an essential part of working as an independent CA professional or even as CA firm. Existing and potential clients look forward to website for not only for showcasing service and experience however also for various other operational works like due date reminders, circulating information or even query resolution.

Although there is no prescribed norms for website design for chartered accountants however professional and intuitive design gives a good impression to visitors.

The Marketing activity of Chartered Accountant services are not allowed so all emphasis should be on pulling the clients and educating them about the best practices. While designing website for Chartered Accountants (CA), one should keep in mind that any professional CA website cannot display any type of advertisements. They can always mention their website address in professional stationery.

Normally following pages/section are part of website design for any CA website

About us : This contains the information about the professional or CA firm along with their experience and specialization. The Leadership section contains the images and profile of the key people that help the visitors to understand the organization structure and relevant touch points.

Services Offered : Most common query for any existing and potential clients remains the offering of service that is required by their business. This section specifies the list of services along with necessary details that a CA professional or CA firm offers.

Contact us : This section contains the Name, address and contact details of the CA professional or CA firm. It also contains the form for any enquiry submission specifically asking name, contact number, email and relevant query. Apart from this it contains the location on the google maps.

Careers: Professional are always looking forward to employ more individuals. The career section provide the space for exhibiting the jobs or internship requirements in the firm and seeking response from the people interested.

Blog Section : Blog section, along with integration with email service provider, provide an avenue to circulate information and latest updates among the subscribers of the company. These subscriber amy be existing clients or employees or people in professional network or even the potential clients.

News Roundup Section : This section cumulates the new form various sources and display subject-wise on the single page of website. People looking for different news find it very useful as they don’t have to search google again and again to find the news of their interest.

Tools and Calculators : The website equipped with various calculators and profiler gives an additional edge in showcasing professionalism. Not only this, it bring ease while making various calculations which are required in day to day financial activities.

Chartered Accountants in the internship stage or training are not allowed to use a logo on their websites. However Members of ICAI are allowed to post blogs or videos containing information related to compliance and other relevant topics.

The search engine should be restricted. The search query listing should be restricted only to the field given as “Chartered Accountants” or “CA” or “Indian CA”, “Indian CPA”, and “Indian Chartered Accountant”.

Any website design for the professional CA or CA firm must follow the guidelines prescribed by ICAI and requires the vetting by the Institute of Chartered Accountants of India (ICAI). Any kind of promotional activities like discount offers, promotional schemes or advertisement of professional achievement is not allowed in any website design for professional CA or CA firm. In case of any violation of the prescribed guidelines, actions may be initiated in accordance to the rules of the Chartered Accountants Act, 1949 and the Regulations framed thereunder.

Effective Marketing Approach to Launch a New Product or Service

by Sameer Kapoor July 24, 2020 0 261

In the fast changing technologies, businesses are consistently working to keep themselves ahead in the market. Launching a new product or the services in the market will be fruitful if its introduction serves the requirement of your customers effectively. The basic objective of any product or the services is to fulfill the requirement of the...

How you can become a famous YouTuber

by Sameer Kapoor July 17, 2020 0 242

Youtube has become one of the most viewed channel with lots of content published by millions of subscribers. For the month of June 2020, it crossed a traffic of 31 billion views and ranked 2nd, i.e. just after google.com. With option of building Subscribers and sending notifications, Youtubers are building their channels as property with...

6 Distinct Customer Segments for Marketing of Financial Products

by Sameer Kapoor July 10, 2020 0 224

Segmentation of the customers is an initial and important part of digital or any other type of marketing Campaigns. Whenever you classify your customers or target audience in different segments as per their common behavior and attributes, your work becomes easier. Grouping or Clustering of the customers on the basis of demographics only does not...

Effective Marketing Strategies for Financial Advisors in India

by Sameer Kapoor July 2, 2020 0 236

In last couple of years, I came across various Individual Financial Advisors, Wealth Management Companies and various other Financial businesses. While few of them has kept the new business developments on the back burner while other are doing it very well. The method or techniques adopted by them purely depends upon the product and customer...

How to develop a Strong USP of your financial business

by Sameer Kapoor June 24, 2020 0 234

USP or the (Unique Selling Point) is that concept in marketing which can speed up your business growth in a small span of time. Now the matter of fact is how you can use this concept to develop your marketing strategy. Today the competition in entire financial industry is very stiff, be it Stock Broking,...

5 Secrets for effective lead generation for Financial Products

by Sameer Kapoor April 28, 2020 0 276

Almost every financial organization is engaged in lead generation. While most of the methods are somehow working but reaching the best output remains a distant dream. The increasing costs of lead generation along with increasing complexities in digital marketing are negatively impacting the ROI of any business development initiative. Today, Let me share few secrets...

5 Effective Digital Strategies to grow Wealth Management Business

by Sameer Kapoor April 14, 2020 0 168

Often, I come across Wealth Managers who firmly believes that their Digital presence means just their websites. They are normally ‘die hard believers’ that Digital presence means website which will act as a showcase and in a rare case may contribute to their real business. Normally, it is given to understand that the focus should...

Importance of Digital Interface for Financial Business

by Sameer Kapoor March 7, 2020 0 153

Imagine !!! You are looking to invest some of your money and number of options comes to your mind. To check out these options, the first thing that you will do, is to google it.Yes, it is true that people looks for solutions on internet, even before talking to their own family members.So as a...

1 2 3 4 5

Open chat

Scan the code

Hello 👋
Good to see you....tell us something about your business...and your requirements...