EXP Frontier / Solutions / Accountants
A clearer starting point
for your firm’s security.
Tell us how prospective and existing clients interact with your firm online. We will assess fit and define the work EXP can take responsibility for.
Discovery enquiries are welcome. An accountancy-specific service package is still being developed.
Useful things to bring
Start with the places
clients share information.
Your public website, enquiry forms, uploads and client portal may be separate systems. A clear inventory helps us distinguish what you control from what a provider manages.
- 01
Your website and hosting
The platform, hosting provider, maintenance owner and who can authorise changes. Supported WordPress work is the current service foundation.
- 02
Forms, uploads and client hand-offs
Where enquiries go, whether documents can be uploaded, what the website retains and which third-party systems handle the next step.
- 03
Your priorities and service needs
Known issues, access constraints, important dates and the response or recovery cover your firm needs.
What happens next
A scope you can
make a decision on.
We confirm whether the existing done-for-you website service is a fit, identify any separate testing or specialist requirements, and propose responsibilities and terms.
We do not currently publish a validated accountancy package, fixed pricing or sector-specific assurance. Accounting platforms, client portals, Microsoft 365, Google Workspace and endpoint support require explicit scoping.
See the current website serviceTell us what
your firm relies on.
This preview prepares an enquiry on your device. It does not send your details to EXP. Please do not include client documents or confidential records.