In early March, right before our worlds turned upside down, I was busy working with my marketing team on our new website. While the new website was being built, we created a temporary landing page for immediate access to important tools such as our client portal and online appointment scheduling tool. Clients who prefer to send their documents electronically or those who don’t have time for an office visit use the portal to get their taxes done remotely.

On the other hand, we also have many clients who prefer to come into the office to get their taxes filed in person. Either way—our goal is to make it easy. “Let’s put the booking tool front and center so clients can quickly find it and schedule their appointments.” I recall instructing the design team.