Make your personalized onboarding page for accounting firms

Deliver personalized experiences with onboarding page that build brand trust for accounting firms and foster customer loyalty.

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Build landing pages Build landing pages 500+ customizable layouts

Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Boost results Boost results Mobile responsiveness

All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.

Build landing pages Build landing pages A/B split testing

Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.

Maximize campaign Maximize campaign Seamless ad mapping

Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.

Power up landing Power up landing Detailed reporting

Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.

Improve alignment across Improve alignment across Integrations with 120+ marketing tools

Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Build landing pages that get results
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Boost results through landing page optimization Boost results through landing page optimization sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Power up landing pages with AI Power up landing pages with AI sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Improve alignment across your creative team sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Build landing pages 500+ customizable layouts
Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Boost results Mobile responsiveness
All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.
Build landing pages A/B split testing
Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.
Maximize campaign Seamless ad mapping
Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.
Power up landing Detailed reporting
Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.
Improve alignment across Integrations with 120+ marketing tools
Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Accounting client onboarding checklist template: Your ultimate how-to guide

Instapage is a helpful instrument for enterprises, offering a straightforward, budget-friendly solution for creating captivating landing pages. It removes the need for a dedicated programmer, making it a perfect choice for business owners and wellness coaches who may lack graphic design skills. Using this platform, you can create your onboarding page for accounting firms on your own.

One of the key benefits of Instapage is its easy-to-use drag and drop page creation feature. This robust and simple-to-use builder allows businesses to quickly create appealing landing pages that resonate with their target market. It enables marketers to construct personalized and optimized landing pages at scale. Instapage excels at enhancing marketing campaign results and return on investment, ultimately contributing to the overall growth and development of a company.

In addition, Instapage provides an excellent platform for testing and optimizing landing pages for better conversion. You can build your onboarding page for accounting firms and see the statistics on its performance. These features make it easy to experiment with different strategies, polish their approach, and enhance their marketing performance.

make your onboarding page for accounting firms step by step

  1. Authenticate your Instapage profile or create your new profile with an active email address.
  2. Open your Dashboard and then click CREATE PAGE to start working.
  3. Pick the display type for a site based on your device: desktop only or a convertible mobile-friendly design.
  4. Proceed to the gallery of possible outlines for the page. Select the most suitable one based on the page’s objective.
  5. Configure the page’s metadata and link your company’s socials as needed.
  6. Choose the EDIT DESIGN button to customize the page. Use its toolbar to incorporate or eliminate any elements on it.
  7. Check site by clicking PREVIEW.
  8. If the page looks as intended, click PUBLISH.

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“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
User review
Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
User review
Darren Lepke, Marketing Director
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
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Alex Kracov, Head of Marketing

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See how to create your onboarding page for accounting firms in action

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[Music] so how do you wow them with onboarding so those of you that use a a proposal software like go proposal practice ignition maybe even accountancy manager because hows that built in the proposal gets to them before they get back to their office that really really does well people and you know sending through a physical new client pack you know weve been brainstorming some ideas in the club about what you know things if youve got trades how about sending them a beanie you know something to put on their head to keep them warm you know little things really custom think about um to get info on carbon um its k a b if you uh ian if you can just find a link to carbon that would be really appreciated no problem send a signed welcome card from the team it makes a massive difference you know setting up those onboarding meetings right from the very beginning you know this is one that i picked up when i was judging uh the equivalent of the accounting excellence awards that this this firm

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