Digital business card for accountants & bookkeepers

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.

Why it matters in this line of work

Most accounting clients arrive by referral, and a referral is someone forwarding your details. A link forwards cleanly in a message or an email, opens on any phone, and puts your qualifications and booking page in front of a stranger who was told you're good.

Qualifications matter here more than in most trades — CPA, ACCA, CA, enrolled agent, whichever applies — and the card is a good place for them to be visible before a first call.

The seasonal rhythm is the other reason to go digital. Deadlines, service lines and capacity change through the year; the card can say "taking new clients" in one month and not the next, without anything being reprinted.

What to put on it

Setting it up

  1. Open the builder and add your name, role and business.
  2. Add the contact routes clients actually use, plus your booking or enquiry link.
  3. Add your logo and brand colour so it looks like you, not a template.
  4. Share it by QR code, link or wallet pass — no app needed at the other end.

Frequently asked questions

What should an accountant's digital business card include?

Your name with your qualification, the services you offer, the kind of clients you work with, a consultation booking link and current contact details. Saying whether you're currently taking new clients saves everyone time.

Is it good for referrals?

That's its main advantage. A link forwards cleanly in a message or email and opens on any phone, so when a client recommends you their contact sees your qualifications and can book immediately.

Can I update it during filing season?

Yes — edit it as often as you like. You can change capacity, services or deadlines and every link and QR already shared updates.

Is there a free plan?

Yes. It 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.

A card that keeps up with the work

Free forever, no credit card, and your link never changes.