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Website requirements checklist for an accounting and tax firm in London before asking for quotes (2026)

Mohamed Bah·Fondateur, Kolonell
October 31, 2026
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Website requirements checklist for an accounting and tax firm in London before asking for quotes (2026)

Website requirements checklist for an accounting and tax firm in London before asking for quotes (2026)

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The verdict in three sentences

A London accounting and tax firm that sends agencies a one-line brief will get quotes ranging from £6,000 to £35,000 for what looks like the same website, because each agency guesses a different scope. A written requirements checklist of about ten headings, covering pages, approvals, integrations, accessibility, data protection and SEO migration, typically narrows that spread to a range you can actually compare. Against that checklist, the Kolonell fixed grid (£2,300 Starter, £3,900 Growth, £6,900 Premium) shows exactly what is in and what stays on quote.

What should the checklist contain?

Copy this table into a document, fill the middle column, and send the same file to every agency.

HeadingWhat to writeWhy it changes the quote
Goals and audiencesExample: owner-managed businesses, contractors, individuals with complex Self Assessment, internationally mobile clientsDecides the number of service and audience pages
Page list and templatesEach page named: home, 6 service pages, fees approach, team, insights, contactAgencies price templates, not ideas
Content ownershipWho writes, who approves, which partner signs off technical tax wordingCopywriting can double a quote if unstated
Professional wordingICAEW, ACCA or CIOT references only where the firm or individuals are entitled to use themAvoids rewriting at review stage
LanguagesEnglish only, or English plus another languageA second language changes the tier
Integrations, one line eachClient portal link, secure document exchange, e-signature, booking, CRM, accounting software, newsletterEach is priced separately; complex ones on quote
Accessibility targetWCAG 2.2 AA, tested with keyboard and screen readerTesting time must be in the plan
Data protection for formsFields collected, purpose, retention, privacy notice, cookie consent under PECRShapes forms and banners
Hosting and domainRegistered in the firm's name, admin access handed overPrevents lock-in
SEO migrationFull URL inventory, 301 redirect map, Search Console accessProtects existing rankings
Acceptance criteriaPage speed, accessibility checks, form tests, sign-off listDefines when the project is done
Timeline and budget rangeGo-live date and a range, for example £3,000 to £8,000Filters agencies early

Your anti-money laundering onboarding stays your own process: the website can link to it or host an enquiry form, but it should not be described as a compliance tool. This is not legal advice.

How does a vague brief change the quotes you receive?

2026 ballpark based on typical London agency quotes and public rate pages, not a survey.

Brief itemVague briefPrecise briefEffect on quotes
Pages"A modern site"14 named pages, 4 templatesSpread drops from about £6,000 to £35,000 to about £4,000 to £16,000
CopyNot mentionedAgency writes 8 pages, partners approveRemoves £1,500 to £4,000 of later change requests
Client portal"Something for clients"Link to existing portal, no rebuildAvoids a £10,000+ custom portal estimate
Document exchangeNot mentionedSeparate line, on quoteQuotes become comparable
Accessibility"Accessible"WCAG 2.2 AA with test reportAdds 1 to 3 days, but visible in every quote
SEO migrationNot mentioned120 URLs listed, 301 map requiredPrevents a traffic drop after launch
Go-live"As soon as possible"Mid-March, after the January Self Assessment peakAgencies plan staff, fewer rush fees

The UK GDPR, the Data Protection Act 2018 and ICO guidance apply to every enquiry form, and PECR covers cookies and marketing email. The Equality Act 2010 is the usual reason London firms set a WCAG 2.2 AA target.

How do you score three quotes fairly?

Score each criterion from 1 to 5, multiply by the weight and divide by 5. The maximum is 100. Illustrative scores below; yours will differ.

CriterionWeightQuote A: London agency, £19,500Quote B: freelancer, £6,000Quote C: Kolonell Growth, £3,900
Scope coverage against checklist305 (30)3 (18)4 (24)
SEO migration plan204 (16)2 (8)4 (16)
Accessibility and data protection154 (12)2 (6)4 (12)
Timeline fit152 (6)3 (9)5 (15)
Price102 (4)4 (8)5 (10)
Ownership and exit terms104 (8)3 (6)5 (10)
Total100765587

A score gap of less than 10 points means price and chemistry should decide. In-person workshops, if you value them, deserve their own row.

How does the Kolonell grid map to the checklist?

Checklist headingStarter £2,300Growth £3,900Premium £6,900
PagesCompact site, about 5 pagesFull service structure plus insightsExtended structure, advanced animation
CopywritingNative English includedNative English includedNative English included
LanguagesOneOnePremium (the multilingual tier, languages set in the quote)
Accessibility targetWCAG 2.2 AA aimWCAG 2.2 AA aimWCAG 2.2 AA aim
SEO migrationURL inventory and 301 mapURL inventory and 301 mapPlus deeper on-page SEO
Portal, document exchange, e-signature, accounting softwareLink only; integrations on quoteLink only; integrations on quoteLink only; integrations on quote
Delivery and support3 to 4 weeks, 3 months3 to 4 weeks, 3 months3 to 4 weeks, 3 months

Each tier includes a project manager reachable in UK hours. Support after the 3 included months is on quote, as are SEO campaigns and custom applications. See the international offer for the full scope.

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Mini case study

Illustrative example, not a client. Priya is managing partner of "Hollins Mercer", a hypothetical 9-person firm of accountants in Shoreditch serving contractors and owner-managed businesses.

  • Writing the checklist: 6 hours of her time. At an internal value of £150 per hour (her own assumption), that is £900.
  • First round with a vague brief: quotes of £7,000, £14,000 and £28,000, impossible to compare.
  • Second round with the checklist: quotes of £3,900 (Kolonell Growth), £14,500 and £16,000, each listing the portal link and document exchange separately.
  • One avoided change request for unscoped copy, estimated at £2,000, already covers the £900 of preparation more than twice.

Priya schedules go-live for March, well clear of the 31 January Self Assessment deadline.

FAQ

How long should the checklist be?

Two to four pages is enough for most firms. Twelve headings, each answered in a few lines, give agencies what they need to quote within 1 week.

Should we put our budget in the brief?

Yes, a range such as £3,000 to £8,000 saves everyone time. Agencies outside the range will say so instead of sending a padded proposal.

Is the client portal part of the website quote?

Usually not. Linking to your existing portal is a simple item, while a custom portal, secure document exchange or e-signature are separate lines, on quote with Kolonell.

When should an accounting firm go live?

Avoid December and January, when Self Assessment work peaks before the 31 January deadline. A March to October launch gives the team 3 to 4 weeks of calm for reviews.

Can we mention our professional body?

Only in the form the firm or its members are entitled to use, checked by a partner. Kolonell includes a wording review step before go-live in every tier from £2,300.

Ready to compare? Request a free quote and attach your checklist.

Let's scope your project. Send us your completed checklist and we will map it to the £2,300 to £6,900 grid, with integrations listed line by line and a 3 to 4 week plan. See the international offer or request a free quote: detailed reply within 48 hours.

Tags:#website#international#accounting and tax firm#London
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Mohamed Bah

Fondateur, Kolonell

Passionate about digital and entrepreneurship in Africa, Mohamed has been helping Sénégalese businesses with their digital transformation since 2020. Founder of Kolonell, he believes every SME deserves a professional and accessible online présence.