AUTOMATIC BLOG PUBLISHING
A publishing workflow that creates and posts articles with images so the firm ranks higher in Google search and on AI and LLM models.
Accounting / Tax
MyTaxFella
For a firm which cares about its clients deeply, LATTICE built a system to streamline operations, helping staff and admin alike tackle client requests easier. At the same time, they are generating more leads, seeing more conversions, and running campaigns.
- Client
- MyTaxFella
- Industry
- Accounting / Tax
- What we built
- Website · SEO · Lead Capture · Booking · CRM · Automation
The Business
A tax and accounting practice
MyTaxFella is a tax and accounting firm serving individual and small business clients. Like most practices in the industry, demand is seasonal, client communication matters, and prospective clients need to be able to understand services and get in touch quickly.
The Problem
No system connecting the site to the business
MyTaxFella needed a web presence that could actually generate and manage inquiries, not just describe the business. There was no structured way for a visitor to book time, no central place to track leads and clients, and no follow-up process once someone reached out.
The System
One connected pipeline, front to back
LATTICE designed and built a single system: a website that attracts and informs visitors, forms and booking that capture intent, a CRM that holds every record, and automation that keeps follow-up consistent, all connected instead of operating as separate tools.
What LATTICE Built
Six pieces, one system
BOOKKEEPING CLIENT ORGANIZATION
A dedicated pipeline, workflow, automation, and filing system for bookkeeping clients, so staff know exactly where each request stands.
PAYROLL CLIENT ORGANIZATION
A separate pipeline, workflow, automation, and filing system for payroll clients, keeping deadlines and records clean.
SALES TAX CLIENT ORGANIZATION
A separate pipeline, workflow, automation, and filing system for sales tax clients, so filings and follow-ups do not slip through.
WORKFLOWS & AUTOMATION
Automated processes tailored to each client type so staff and admin can tackle requests without chasing notes across different apps.
CAMPAIGNS & OPPORTUNITIES
The organized system lets MyTaxFella spot further opportunities for every client and run high-converting campaigns, both internally and externally.
Business Impact
What the system does now
Visitors can find MyTaxFella's services, book time directly, and reach the team without a phone call. Every inquiry lands in a CRM instead of an inbox, and automated follow-ups fire the moment a form or booking comes in, so no lead sits untouched waiting for someone to notice it.