Industries
Tax, legal and consulting firms, with client data kept private
From a two-person tax practice to a growing consultancy, we build and run the website, secure client forms and the platform behind them, so client work gets in, gets followed up and stays private.
01
Who we help
Firms that live on client documents, deadlines and trust.
- Tax preparers and small accounting practices with busy seasons
- Law firms and solo practitioners who take enquiries online
- Consultancies and advisers who book discovery calls
- Business services firms handling formation and filings for clients
02
Outcomes
What changes when the work is done well. We agree the measures with you in discovery.
- Enquiries land in one Intake queue, with an owner for each
- With a secure forms engine like Laveniir's, returning clients see last year's answers prefilled
- Documents arrive through secure upload instead of email attachments
- Every month you see where clients came from and what converted
03
What we do
The Ceety Platform, with fields and wording set up for professional services, and a website built for it.
What this covers
- Contacts, an Intake queue and a pipeline for each service you offer
- Client forms that feed the platform, with documents kept in private, encrypted storage
- Booking pages on your real calendar, with reminders by email and text
- Seasonal campaigns, with consent recorded for every text
- A partner portal or project workspace for outside partners, where you need one
Compliance and security
- Each client's documents in private, encrypted, versioned storage with an access trail
- Social Security numbers encrypted, with only the last four digits shown and every full view logged with a reason
- Personal details never put in web addresses: links carry a short signed reference
04
Example use cases
Typical work, from a firm's first website to a multi-site setup.
- Laveniir (tax and business services): a main site, forms, a partner program and hiring; a custom secure forms engine with signed links, last year's answers prefilled, secure document upload and an audit trail; the Ceety Platform, replacing GoHighLevel
- A consultancy: booking pages for discovery calls, with a reminder a day before and reply YES to confirm
- A law practice: website enquiries routed to Intake with a 'call this person' task, and no sensitive details in email
05
Integrations
What the Ceety Platform connects to.
- Google Workspace (Calendar and Gmail) and Zoom
- Stripe payment links and checkout
- Facebook lead ads
- Texting through Twilio, and email from your own domain
06
Compliance and security
Client data is the business. We build to keep it private and show who touched it.
- Your data kept separate from every other client's, with automated checks on every change
- Role-based access, with each person on their own login
- An audit trail of who did what that cannot be edited
- SMS consent recorded with the exact words, page and time; STOP honored everywhere
- Forms protected against bots with Cloudflare Turnstile
07
How we work
Done for you, approved by you. Nothing is built until you approve the blueprint.
- Free consultation: a conversation about your business, what you have and what you want
- Discovery and blueprint: how you work, the rules you live under and exactly what we'll build, approved by you
- Build: we design, build, set up and connect everything, and you approve each step
- Run: we host, maintain, secure and improve it, with a person in charge of every automated action
08
Timeline
Dates are estimates we confirm after discovery, not promises.
- Discover: typically 1–2 weeks
- The Ceety Platform: provisioned from a tested template, typically in days rather than months
- Custom builds: a first working release typically within 6–10 weeks
- After launch: we run and improve it, and you approve what changes
09
Engagement options
Start from a plan, own what we build, or have it engineered for you.
- A plan: your website and the Ceety Platform, built and run for you, starting with a free consultation (see pricing)
- Own it: a website or custom app built for a one-off price and handed over with the code
- Custom: a secure forms engine or client portal like Laveniir's, quoted after a paid assessment
- Always: your data is yours, and you can export it at any time
10
FAQs
Straight answers to the questions firms ask us most.
- Can clients upload documents securely?
- Yes. Documents go into private, encrypted, versioned storage for your business, with an access trail.
- Do you handle Social Security numbers safely?
- Yes. They're encrypted, only the last four digits are shown, and every full view is logged with a reason. SSNs are never imported from old systems.
- Can returning clients skip retyping their details?
- Yes. Secure forms can prefill last year's answers, as we built for Laveniir.
- We use GoHighLevel. Can you move us?
- Yes. The move is included on Growth, Pro and Custom, and card numbers and SSNs are never imported.
See it at work
- Laveniir, and more selected workTax and business services: secure forms engine, partner portal and the Ceety Platform.
- The Ceety PlatformContacts, Intake, booking, texting and reporting, run for you.
- Booking and remindersBooking pages, reminders and YES to confirm by text.
- PricingEvery plan starts with a free consultation.
Tell us about your business.
Book a free consultation: what you have, what you want, and what you don't need. Free, with no obligation.