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

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.
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.














