CA Firm Website: What to Include and What to Avoid

Most people reach a CA firm website after a referral or a Google Maps search, and they want to confirm three things quickly. Does this firm do the work I need, such as GST returns, income tax filing, audit, company incorporation or TDS? Do they handle clients like me, whether salaried, a trader, a startup or an NRI, and where is the office?

The site should answer these on the first screen. Partners’ names, qualifications and ICAI membership numbers belong on a team page. A phone number, a WhatsApp link and a map should be one tap away on a phone.

ICAI’s Code of Ethics sets out what a chartered accountant may say about their practice, including guidelines on advertisements and websites. The Council revised those guidelines in the 13th edition of the Code, which applies from 1 April 2026 and gives members more room than before. Read the current version on the ICAI website, and have a partner sign off on the final text.

Do not copy another firm’s site and assume it complies, because it may have been written under the older rules. A factual site is still the safest one. Check any superlative, client testimonial, fee offer or comparison with other firms against the current guidelines before it goes live.

A small practice does not need many pages. It needs the right ones, written clearly.

Clients send Form 16, bank statements, PAN and Aadhaar copies by email and WhatsApp, and they end up scattered across staff phones. A secure upload page or client portal, where each client sees only their own folder, keeps these in one place. Staff access can be limited to the clients they handle.

Keep the public contact form minimal. It should never ask for PAN, Aadhaar or bank details. If your practice management software already offers a client portal, link to it from the site rather than building another one.

Due dates change and extensions get announced, so avoid restating statutory deadlines in your own words. Link to the official income tax and GST portals instead, and use your site for guidance that stays true. Name one person in the firm who updates the site, and keep hosting, SSL and the Google Business Profile in the firm’s own name.

GullySystem builds websites and client document portals for professional firms, with access set by staff role. The free technology audit can also look at how your firm handles client documents today and where the risks sit.