Templates for accountants

The digital business card for accountants

Freelancers looking for an accountant first check whether you work with businesses like theirs. Your card says who you work with and what's included, and they can book a first call.

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Free plan, no credit card. Restyle it in a tap.

Amara Osei
AI

Amara Osei

CPA for the self-employed, your numbers in calm hands

12 Main Street, SpringfieldSun-Thu 9:00 AM-5:00 PM
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About

Certified public accountant serving freelancers and small businesses. With me you get a personal response, reports on time, and tax planning that leaves you more at the end of the year.

Services

Ongoing bookkeeping
$140
Ongoing bookkeeping
Full monthly service including authority filings
Annual tax return
$550
Annual tax return
Preparation and filing, representation included
Tax planning
$210
Tax planning
A deep-dive session to legally minimize your tax bill
Business setup
$270
Business setup
Full guidance for registering your new business
Book a meeting

Clients say

She recovered money I did not know I was owed. Worth every cent

Owen Shaw

Available, patient, and explains everything in human language

Hazel Nixon

Webinars for the self-employed

Fri6Nov
Webinar: taxes for the self-employed this yearFriday 6 NovemberOn Zoom

Leave your details

Sample card. Names, details and reviews are fictional.

Clean, orderly templates for accountants

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A live tour of the card

They know your firm before the first meeting

They read who you work with, what others say about you and how to book a call, and arrive at the first meeting already knowing what you do.

Amara Osei
AI

Amara Osei

CPA for the self-employed, your numbers in calm hands

12 Main Street, SpringfieldSun-Thu 9:00 AM-5:00 PM
SubscribeSave to contacts
Message

About

Certified public accountant serving freelancers and small businesses. With me you get a personal response, reports on time, and tax planning that leaves you more at the end of the year.

Services

Ongoing bookkeeping
$140
Ongoing bookkeeping
Full monthly service including authority filings
Annual tax return
$550
Annual tax return
Preparation and filing, representation included
Tax planning
$210
Tax planning
A deep-dive session to legally minimize your tax bill
Business setup
$270
Business setup
Full guidance for registering your new business
Book a meeting

Clients say

She recovered money I did not know I was owed. Worth every cent

Owen Shaw

Available, patient, and explains everything in human language

Hazel Nixon

Webinars for the self-employed

Fri6Nov
Webinar: taxes for the self-employed this yearFriday 6 NovemberOn Zoom

Leave your details

Sample card. Names, details and reviews are fictional.

Your card linked in every email

The signature at the bottom of each email links to your card, so even someone who only gets a monthly report from you sees everything you offer.

Set once, works always

Pick a style, paste it into Gmail or Outlook, and from today every thread points back to you.

Set once, works always

Who asked about what, on one list

Each inquiry shows its topic, and reminders tell you who to get back to first, even in tax season.

Beyond the card

Tools that come with your card, whatever you do

A designed email signature, an AI-made logo, branded video-call backgrounds and a paper-card scanner. All wired to your card from day one.

Designed email signature linking to a MyVisito digital business card

Designed email signature

Every email you send carries a designed signature with a link to your card.

AI logo creation studio in MyVisito

An AI logo in minutes

No logo yet? Describe your business, get several directions, pick one and apply it to your card.

Branded virtual background with a QR code for video calls in MyVisito

Branded Zoom backgrounds

A video-call background with your card's QR code, so people on the call can scan it and save you.

Scanning a paper business card into contacts with MyVisito

Paper business card scanner

Photograph a paper card you received, and the details are saved with the context of the meeting.

Frequently asked questions

What does an accountant put on a digital business card?

Services and specialties, target clients (freelancers, companies), meeting booking, and full contact details with a matching email signature.

How does the card bring new clients?

Someone happy with your work forwards your link to a friend, who sees your services and books a call from the same screen.

Can the whole firm have a unified card?

Yes, on team plans every accountant gets a card in the firm’s design with their own details.

Scan once. Stay connected.

Build your business from one card.

Tell Visita, the AI assistant, what you do, and she drafts your card. Edit it however you like. There is a free plan.

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