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Professionals · Accounting firm

Accounting firm website with a client portal: Upgrade Solutions

A site for an accounting firm on Athinon Avenue in Aigaleo, Athens, with an estimated-cost calculator and a private area where each client sees their own data. It runs in Greek and English and is updated regularly with articles on tax and employment topics.

Multilingual websiteAigaleo, AthensGreek · English
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upgradesolutions.gr
Website of UPGRADE Solutions

The challenge

An accounting firm's website usually doesn't answer the first question a business owner has: how much will this cost me. The owner of a small private company (IKE) or a restaurant wants a rough idea before calling, otherwise they often don't call at all. And once they become a client, they want to see their pending items and obligations without sending an email every time.

Upgrade Solutions offers quite a few different services, from bookkeeping and payroll to registered business address rental, a virtual office and advice on ESPA (EU-funded Greek business grants) and DYPA (Greece's public employment service) programs. It needed a site that presents each one separately, brings in Google traffic on current topics and gives clients their own login.

What we built

We built the site on WordPress with Elementor Pro, in Greek and English with WPML. Each service has its own page under the "Our Services" menu, so "payroll management" or "virtual office" can show up separately in search. The homepage presents the founders' values and story and closes with the firm's strengths.

On the "Service Costs" page we built a three-step calculator. The visitor picks their sector, their legal form, from sole proprietorship to SA (AE), and the number of employees, and sees an estimated monthly cost. They can send the quote to their email, so the firm gets a contact with all the key details.

For existing clients there is a private Client Area, built as a custom plugin for the firm. The firm creates the accounts, and each client logs in over an encrypted connection to see their financial data, tax obligations and pending items. The "News" section publishes articles on current topics, such as unemployment benefit or holiday pay.

Features

  • Three-step estimated-cost calculator
  • Quote sent to the visitor's email
  • Client Area with personal login
  • Custom plugin for each client's data
  • A separate page for every service
  • Greek and English with WPML
  • News blog on tax and employment topics
  • Call buttons for landline and mobile

Want something similar? See the service web design or ask us for a quote.

Frequently asked questions

How much does an accounting firm website with a client portal cost?

A site with service pages and a blog starts from the Business package at €450 + VAT, plus €100 for a second language. The client portal and the cost calculator are custom features, and applications like these start from €600, depending on what you want the client to see.

Why add a cost calculator to my firm's site?

Because many business owners won't call without a first idea of the price. The calculator gives an estimate and at the same time sends you the prospect's details, their sector and their company's legal form.

Is a client portal safe for financial data?

The connection is encrypted, accounts are created only by the firm and each client sees only their own data. With maintenance from €50 per month we keep WordPress and the plugins up to date.

Let's take your business to the next level

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