TaxRishi: From Spreadsheets to a Scalable CA Platform
Built a new website, rolled out a CRM, and set TaxRishi up to grow online,all without disrupting a single live client engagement.
The Challenge
TaxRishi was running a busy CA practice on spreadsheets, WhatsApp and a brochure-style website. Client data was scattered, follow-ups slipped, and their online presence did nothing to support the quality of advisory they delivered.
Our Solution
We designed and built a new website focused on their service lines and client journey, then rolled out a CRM with structured pipelines for prospects, engagements and recurring compliance work. SEO was layered in from day one,clean architecture, schema, and content targeting the tax and compliance queries their ideal clients actually search.
The Results
TaxRishi now operates on a single source of truth for client relationships, with a website and search footprint that pulls in new enquiries every week. Lead response times dropped dramatically, and the team has real visibility into pipeline for the first time.
"Snowball gave us the digital backbone we were missing. Our website, CRM and SEO now all pull in the same direction."
