Accounting work is referred more than it is advertised. Your card needs to survive being passed from one client to their business partner — which a link does and a paper card rarely does.
An accountant's next client is usually someone an existing client talked to: a café owner tells the tenant next door who does her books, a contractor drops your name in a trade group chat, a client's brother-in-law goes self-employed and needs a tax return before the deadline. In each case the person holding your details is not the person who needs them, so the card has to forward: a link travels in a text or email without being retyped, and the new business owner who opens it sees your name, your qualification and a way to book a first consultation.
The second channel is referral partners: solicitors handling company formations and estates, mortgage brokers whose self-employed borrowers need an accountant's letter, lenders who want two years of accounts. A partner needs a card they can forward while the client is still in the room, and because the link opens the current version, the solicitor never passes on a mobile number you dropped two years ago.
Then there are the rooms where you meet business owners yourself: the chamber of commerce breakfast, the trade association dinner where you are the only accountant at the table. Nobody there wants to type an accountant's email address into a phone while holding a coffee; a QR code on your screen is scanned in a second and opens a page they can send to a business partner that evening.
The card also belongs in the signature on the emails an accountant already sends, from engagement letters to year-end reminders, so a client who wants to recommend you has something to forward.
An accounting practice looks stable from outside and changes constantly underneath. From January to the April deadline, or through a self-assessment January, you close to new tax clients and reopen a month later; season hours come and go; a junior takes over bookkeeping onboarding and the first-contact number changes; you switch practice software and the client portal link changes with it. Firms merge or rename, and every printed accountant's card in circulation is wrong overnight.
A digital card absorbs that: the QR code on your letterhead, the link in your email signature and the card a solicitor saved last year open the same live page, so every referral partner and client sees your current new-client status, hours and portal link without anything being reprinted.
The one detail to change carefully is how you describe yourself as an accountant. Designations, the word chartered, how an enrolled agent may describe the credential, and whether a firm permit number belongs on marketing material are governed by your state board, tax-practitioner register or professional body and differ by jurisdiction; check your own body's rule before publishing and again when your licence status changes.
Your name with the designation you hold (CPA, EA, ACCA, CA or equivalent), your firm and licence or registration number where your board expects it, your services by task, the clients you take, whether you are accepting new clients this season, a consultation booking link, a secure document link, and your filing-season phone number and hours.
Most new accounting clients arrive because an existing client or a referral partner such as a solicitor, mortgage broker or lender passed your details on. Share the card link once with each partner so they can forward it while the client is still in the room; because it opens your current card, a solicitor who saved you two years ago still forwards the right number and new-client status.
You can, and for a referred client or a lender vetting an accountant they are the first thing worth seeing. What you may call yourself, and whether a permit or registration number must appear on marketing material, is set by your state board, tax-practitioner register or professional body and differs by jurisdiction, so check your own body's rule before the card goes live.
Yes: the QR code and link point to the card, not to a copy of it, so an edit shows everywhere the code already exists: letterhead, engagement letters, your email signature and the card a referral partner saved last year. Close to new tax clients in February, reopen in May or change your portal link, and every scan opens the current accountant's card; edits are unlimited.
Yes: a sole practitioner's or bookkeeper's free plan includes one digital business card, a QR code and sharing link, your profile, links and socials, an Apple and Google Wallet pass, and unlimited edits — free forever, no credit card. Free cards carry a small CompanyCard credit; removing it is part of Pro.
Free forever, no credit card, and your link never changes.