CPA Firm Intranet
Overview
- Designed for accounting and advisory firms needing a central hub for firmwide communication and resources
- Features prominent news and announcement areas for updates, deadlines, and internal messaging
- Includes quick links to frequently used tools, systems, templates, and department pages
- Highlights compliance updates to support awareness around policies, procedures, and regulatory changes
- Incorporates calendar and events modules for firm activities, training sessions, and important dates
- Welcomes new team members with dedicated spotlight sections that support culture and visibility
- Templates and Notice Tracker built in: a dedicated section keeps standard firm documents and notice follow-up in one place
Benefits
- One organized homepage: quick links, templates, systems, and department pages sit in a single place for the whole firm
- Stronger internal communication: updates reach every department and office location from one shared hub
- Compliance always current: employees stay on top of compliance items, events, and operational updates
- Less time hunting for files: templates, systems, and commonly used resources are easy to find
- New hires welcomed from day one: a dedicated New Team Members spotlight supports culture and visibility
- A structure that grows with the firm: standard News, Events, Image, and Text web parts keep the intranet scalable
Common Questions About This CPA Firm Intranet
What is this CPA firm intranet built with?
The design uses only standard SharePoint web parts – News, Events, Image, and Text – combined with a custom theme, custom fonts, an extended header, and flexible sections. There is no custom code and no third-party tools anywhere on the page. It is the kind of clean, maintainable intranet Greg Zelfond builds for CPA and accounting firms.
What’s included on the CPA firm intranet homepage?
The homepage features firm news and announcements, quick links to frequently used tools and systems, links to department pages, compliance updates for policies and regulatory changes, a templates and notice tracker area, an events calendar for firm activities and training sessions, and a new team members section that welcomes recent hires and supports firm culture.
Does this design use any custom code or third-party tools?
No. Everything on this intranet is built with out-of-the-box SharePoint capabilities. That matters because it stays stable, secure, and easy to maintain – nothing breaks when Microsoft rolls out updates, and there are no third-party licenses to renew. Out-of-the-box is the only way Greg builds, which keeps long-term ownership simple for any firm.
Can this design be customized for our accounting firm?
Absolutely. The colors, fonts, logo, and imagery are all tailored to match your firm’s brand, and the sections themselves are adjusted to fit how your firm works. Greg adapts the layout to your practice areas, tax season deadlines, the systems your staff use daily, and the compliance resources your team needs front and center.
Will this CPA firm intranet work on mobile devices?
Yes. SharePoint is fully responsive, so the intranet automatically adapts to phones and tablets through the browser or the SharePoint mobile app. Staff working from client sites or from home during busy season can check firm announcements, compliance updates, and deadlines without being at their desks.
Can Greg build this CPA firm intranet for our firm?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he designs and builds out-of-the-box intranets like this one for CPA and accounting firms, tailored to your brand, departments, and compliance needs. Reach out through the contact page to discuss your firm’s intranet.
