Trust Signals
Display key credentials, case proof, trust badges prominently throughout the user journey.
Accounting Portal
Modern CPA Portal Prototype
From static brochure site to conversion-ready client platform.
Full-StackLead-GenAI Automation
The Challenge
Small accounting firms struggle to convert visitors into consultations or retain leads.
Traditional brochure websites fail to communicate value, create trust, or streamline the client journey. Visitors hit through-glass at "Contact Us," never completing the intent.
Strategic Insight
Three-pillar transformation approach
Direct Onboarding
Replace generic contact forms with embedded 'Opportunity Calculator' prototype.
Service Clarity
Restructured service pages to emphasize ROI, not features.
Design Solution
A conversion-first platform prototype
Comp-price-first website + interactive portal proto (fully prototyped)
Trust-builder elements and client intake journey
Embedded lead magnet 'Service Opportunity Calculator' prototype
Simplified document upload & onboarding flow demo
Deliverables
What we created
High-fidelity prototype + clickable interactive portal
Optin-level animation + interaction library
CRO-optimized site map
Visual style guide
Portal UX guide
Design-Led KPIs (Modeled Impact)
Projected outcomes
+35%
Homepage-to-lead conversion
Interactive calculator reduces bounce, increases engagement
+22%
Service page → consult requests
Clearer value props and embedded CTAs
-18%
Client onboarding friction
Streamlined portal replaces email back-and-forth
Our design toolkit
FigmaFramer
Client Feedback
"Our prototype demonstrated how visual trust and UX flow alignment can predictably improve conversion without adding friction."
Sarah Mitchell
Managing Partner, Precision CPA Group