Secure online tax intake for individuals, families, and business filers Call: (000) 000-0000
Tax Consulting Only

Simple, secure tax preparation intake.

This demo restructures the website into one focused landing page for Tax Consulting & Preparation, replacing the long client form with three guided steps.

Create Account & Begin View Plugin Setup

Three-step client intake

The current long form becomes a cleaner guided experience. Each step can be built with Fluent Forms Pro and embedded into the Brizy or WPBakery page layout.

Tax Consulting & Preparation Form Demo layout for buyer approval
Protected client area

Taxpayer

Primary filer

Spouse

Optional

Direct Deposit & Dependents

Matches the worksheet fields

Income Type

Clients choose all that apply
Upload W2 / 1099

PDF, JPG, PNG. File rules can be controlled through Fluent Forms Pro upload settings.

Business Records

Profit/loss, expense sheets, bookkeeping exports, or supporting records.

Verification Upload

ID, driver license, or passport must be uploaded before submission.

Consent Form

Consent language can be converted into a required checkbox/signature step.

By submitting this form, the client confirms the information is accurate and authorizes Highly Prepare to use the submitted tax information for tax preparation and related consent purposes.

Demo only. Final submission will use Fluent Forms Pro, email routing via FluentSMTP, and account protection.

Security-first improvements

The current site is collecting sensitive tax data, so the front page should communicate trust while the backend protects file uploads, login access, and notifications.

Protected login

Ultimate Member can gate the tax form behind account creation and login.

Brute-force control

Security Optimizer and Limit Login Attempts can protect client accounts.

Reliable emails

FluentSMTP can send admin alerts and client confirmations after form submission.

Clean focus

Other services can be removed or hidden so visitors only see tax preparation.

How this fits the current plugins

No unnecessary rebuild is needed. The existing plugin stack already has most of what is required for this design.

Brizy or WPBakeryBuild the landing page sections, hero, trust blocks, and responsive layout.
Fluent Forms ProCreate the three-step form, conditional income fields, file uploads, and signatures.
Ultimate MemberHandle create account, login, and client-only form access.
FluentSMTPSend submission notifications and confirmation emails reliably.
Security OptimizerHarden WordPress, protect login, and reduce common security risks.
Speed OptimizerKeep the simplified page fast after unused services and heavy sections are removed.
AkismetHelp reduce spam submissions if configured with an API key.
Popup MakerOptional consent reminder or document checklist popup before the form starts.
Duplicate PageSafely duplicate current pages before editing, so the live site has a backup page.