Website Studio
Answer one question at a time, choose a curated direction, edit content, preview devices, and keep the draft private until publishing.
Growth tools for accounting firms
Turn your firm's expertise into a clearer path to new clients
Build your online presence, capture and qualify enquiries, coordinate follow-up, and move successful opportunities into client management, all within the same platform your firm uses to deliver the work.
New client journey
From public presence to client record
Website
Published
Enquiry
New
Qualified lead
Matched
Meeting
Booked
Client
Converted
Website Studio
Private draft ready
Lead follow-up
Email connected
Client handoff
Record created
Connects with
What it is
Meet OCTA Marketing.
Growth breaks down when marketing and delivery do not share context. Enquiries bounce between a website tool, a form, a spreadsheet, and an inbox before anyone creates the client record.
Public content uses verified firm information only. OCTA never invents credentials, awards, testimonials, statistics, prices, or guarantees.
Key capabilities
Everything the work needs.
Leads
Capture enquiries, qualify fit, assign ownership, and retain the source context.
Scheduling
Move qualified interest into a clear next meeting without manual coordination.
Connected presence
Connect Google Business, Facebook, and Instagram to the firm's public presence.
Email and WhatsApp
Route follow-up to connected destinations. Some messaging capabilities may be beta or planned.
Revenue-share growth
OCTA helps you win new clients and grow revenue on a revenue-share basis, while you keep your brand and most client revenue.
See pricingHow it works
From request to result.
Define the firm
Confirm how the firm should be presented and what it offers.
Create the public experience
Build, edit, preview, and publish the firm website.
Capture enquiries
Bring contact forms and lead sources into one place.
Qualify and follow up
Assess fit, assign ownership, and coordinate the response.
Book the next step
Move a qualified lead into a scheduled conversation.
Convert into Clients
Carry successful opportunities into connected client management.
In the product
Marketing, ready for real work.
New client journey
From public presence to client record
Website
Published
Enquiry
New
Qualified lead
Matched
Meeting
Booked
Client
Converted
Website Studio
Private draft ready
Lead follow-up
Email connected
Client handoff
Record created
Security and compliance
Client data stays protected.
Controls built for sensitive financial work, from the first connection to the final review.
ISO 27001
Information security controls
SOC 2
Operational security controls
PCI DSS
Payment data protection
GDPR
Privacy and data rights
Access stays permissioned, logged, and ready for review.
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