Website Content Form

Estimated Time: 20 min

For ease of use, we recommend filling out this form on a laptop or desktop computer.

taxPRO Website Content Form

Use the form below to help us build your new taxPRO website.

Please only fill out this form once.

This can be entered as (do not need WWW or http)
Email address associated with your customer account

Website Information

Use the following fields to provide the basic information required to start your website. Be clear and concise.

The Home Page is the canvas for your website, so make this count. You are allowed one set of changes. Additional changes beyond the scope of the project may be subject to our custom development and design rates. Leaving blank fields will result in the use of the default content on the site.

Please use our ticketing system if you have any questions. Additional photos and content should be added to a ticket.

Company Logo

Please upload a web-ready version of your logo without a background color if possible.

Image uploads must be in PNG or JPG fomat. If you have a PDF version of your logo or if you have multiple versions of your logo please open a ticket with the images attached.

Logo Option *
Non-transparent vs. transparent
Logo Guide
Maximum upload size: 2MB
Logo Design Number *

Home Page Header

The sub-heading is followed by a main-heading.

Affordable Tax Services
Tax Preparation and Financial Services for my city my state

Maximum of (50 characters).
Maximum of 3 sentences (300 characters).

Call to Action (CTA) Buttons

A call to action (CTA) is a prompt on a website that tells the user to take some specified action. A call to action is typically written as a command or action phrase, such as ‘Sign Up’ or ‘Buy Now’ and generally takes the form of a button or hyperlink. A call to action makes it clear to potential customers which action to take. Most taxPRO websites use two call to actions, "File Online" and "Share Documents".

Call to Action Button 1

Call to Action Button 2

If you are a Drake Software customer then we will use your EFIN to look up your affiliate link (File Online Button) or your Drake Portals link (Share Documents Button). Please select "Provide a URL" if you wish to provide an alternative.

Drake Software Affiliate

File Online Affiliate *

Your Service Offerings

Please provide 3 services. Example: Tax Preparation, Bookkeeping, and Payroll. If this section is left blank then the default content will be used. Maximum of (460 characters for each service)

About My Company

Provide up to 3 paragraphs of information describing you, your company, and how you present your services. Maximum of (1,000 characters)

Supporting Information (optional)

Provide a few lines of supporting information about your company. Maximum of (600 characters). 3 headings with a few sentences.

Staff (optional)

You may provide up to 3 staff. If you have more than 3 staff please open a ticket and we will review your request.
Maximum upload size: 2MB
Maximum of (500 characters)

Customer Testimonials (optional)

If your design offers a testimonials section please provide up to 3. (Include a first name and last initial of the writer at the end. Example: "Great Company" - John T.)

Your Business Address (optional)

It is recommended to provide a business address to better help your customers find you in search engines like Google and Bing.
Street Address
Provide if different from customer account

Your Business Hours (optional)

List your hours as you would present them on your business card, shop sign, or advertisement.
Business Hours

Which plan did you purchase?

Plan: *


If you have purchased add-ons please answer the following questions. Only check the items you have purchased, please. (Note: Some items may not be listed here, as they do not require any additional setup. Example: EA page)
Did you purchase any additional taxPRO addons? *
Did you purchase any additional taxPRO addons? *

Make a Payment PayPal

You must have a Paypal account to use the Online Payments system.
Alternative Payment Processor
There is no additional fee for using PayPal. Alternative processors require a setup fee or yearly web software licensing.
What payment gateway/processor do you prefer? *

Language Translator

Choose Languages *
Add a check next to each language you wish enabled for the Translate addon. Default is Spanish.

Appointment Scheduler

Provide the hours your company or firm is available for appointments. You may log into your taxPRO website to set up additional staff or customize the scheduler.
Monday (Start)
Monday (End)
Tuesday (Start)
Tuesday (End)
Wednesday (Start)
Wednesday (End)
Thursday (Start)
Thursday (End)
Friday (Start)
Friday (End)
Saturday (Start)
Saturday (End)
Sunday (Start)
Sunday (End)
Double-check your responses for spelling, grammar, or any other errors.

Having difficulties submitting the form? View our helpful tips
1. Check all of your responses for missing fields or incorrect formatting. Incorrect fields will be marked as red along with a reason for being invalid.
2. If you are using Internet Explorer or an older browser then please update or switch to another browser such as Microsoft Edge, Google Chrome, or Firefox.
3. If you are using a VPN please disable it temporarily.

Still aren’t able to submit the form? Please email with your responses or open a ticket.