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Scenario · Communication site

A CPA firm intranet

The page a public-accounting firm opens through busy season: the deadlines coming up, the notices on the desk, which engagement is next, and the templates the team reaches for every week. Below is a concept design for a mid-sized CPA firm, built entirely from web parts that ship with SharePoint.

  • Audience public accounting firm
  • Build time about one day
  • Licensing Microsoft 365, no add-ons
hawthornepierce.sharepoint.com/sites/ledger
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Hawthorne & Pierce CPAs The Ledger
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Published 6/29/2025 Share Edit

Welcome to
The Ledger

The digital home of Hawthorne & Pierce CPAs: connecting our people, processes, deadlines, and firm knowledge.

News

Add
Hawthorne & Pierce CPAs Achieves Record Client Satisfaction Ratings Hawthorne & Pierce CPAs is proud to share that our most recent client feedback survey resulted in the highest satisfaction ratings in firm history. Busy Season Hours at Hawthorne & Pierce Begin February 23 Hawthorne & Pierce CPAs will operate under extended busy season hours beginning Monday, February 23 to support increased return volume. Hawthorne & Pierce Client Portal Enhancement Now Live The Hawthorne & Pierce CPAs Client Portal has been successfully updated to improve security, usability, and the document exchange experience.

Quick Actions

New Client / Engagement Setup Submit IT Support Ticket Upload to Client Portal Enter Time & Expenses Request PTO Access Engagement Tracker

Upcoming Key Dates

Add event See all
MAR 15 S-Corp & Partnership returns Sun, Mar 15 · All day APR 15 Individual returns & Q1 estimates Wed, Apr 15 · All day APR 30 Trust & Estate estimated payments Thu, Apr 30

Departments

Tax Services Compliance, planning, IRS/state notices, entity & individual returns. Audit & Assurance Financial statement audits, reviews, compilations, internal controls. Administration & HR Policies, benefits, PTO tracking, firm events. IT & Operations Systems access, cybersecurity, remote setup, help desk.

Compliance Updates

Add
IRS Expands Digital Asset Reporting Requirements The IRS has announced expanded reporting requirements related to digital asset transactions, including cryptocurrency held by clients. IRS Updates Form 1099-K Reporting Threshold Key Highlights: Reduced reporting threshold applies to more small business clients. Increased reporting volume expected for Schedule C filers. IRS Increased Enforcement on ERC Claims The IRS has expanded scrutiny of Employee Retention Credit filings. Firm Guidance: All ERC matters must route through the technical review group.

Tools & Systems

Time & Billing System Document Management Client Portal CRM E-File Platform Teams Channels Directory

Templates

Engagement Letters (Tax / Audit / CAS) Professional Client Email Templates Workpaper Naming Standards Billing & Collection Scripts

Notice Tracker

CP2000 Notices (Assigned) 15 Payroll Deposit (Under review) 2 State Tax Notices (Response drafted) 8 Identity Verification (Awaiting client) 10

Welcome New Team Members

STAFF ACCOUNTANT – TAX SERVICES

Olivia Martinez

We are pleased to welcome Olivia Martinez to the Tax Services team at Hawthorne & Pierce CPAs. Olivia joins us with three years of public accounting experience focused on individual and pass-through entity taxation.

AUDIT ASSOCIATE – AUDIT & ASSURANCE

Daniel Brooks

Please join us in welcoming Daniel Brooks to the Audit & Assurance team. Daniel recently earned his Master of Accountancy and brings experience in financial statement preparation and internal control documentation.

Firm Metrics

Active Tax Returns in Progress 126
Entity Returns Pending Review 42
Open Audit Engagements 18
Average Realization Rate (MTD) 87%

Concept design, hand-coded to preview the layout. Hawthorne & Pierce CPAs is fictional; all names, numbers and photos are illustrative. The real page is built directly in SharePoint.

Want help building yours? hello@tenantcraft.ca

No code, out of the box

What you’re looking at

Nothing on that page is custom-built. Every block is a standard SharePoint web part, set up by an editor with permission to the site.

Click a card to see the exact steps for building it.

01 Hero web part The welcome banner is the standard Hero web part with the One Tile layout, a photo background and an overlaid text panel.
How it is built
  1. On the home page, click Edit. Add a section, One column, just below the site header.
  2. Click + Add a web part and pick Hero. Layout: One tile.
  3. Click the tile, then Edit. Upload the boardroom photo, set the focal point on the conference table.
  4. Set heading to Welcome to The Ledger. Add the supporting paragraph in the call-to-action.
  5. Toggle Show text block on. Choose the brand-blue overlay so the photo and panel meet cleanly.
  6. Republish. The Hero anchors the home page above every other web part.
02 News web part The two news columns (firm news and compliance updates) are two News web parts, each filtered to its own category and using the List layout.
How it is built
  1. Add a section, Two columns. In the left column, click + Add a web part and pick News.
  2. Source: This site. Layout: List. Add a filter on Category equals Firm News.
  3. In the right column, click + Add a web part and pick News again.
  4. Source: This site. Layout: List. Filter on Category equals Compliance.
  5. Set Number of news items to 3 in both. Sort by First published date, descending.
  6. Authors tag each News page with the right category; the two columns sort themselves.
03 Quick Links The Quick Actions tiles, the Departments cards and the Tools & Systems grid are all Quick Links web parts. Different layouts, same web part.
How it is built
  1. Add a section for each Quick Links cluster. + Add a web part → Quick Links.
  2. Quick Actions: layout Compact. Add 6 items (New Client, IT Ticket, Time entry, PTO, Engagement tracker, Upload to portal).
  3. Departments: layout Grid. Add 4 items (Tax, Audit, Admin & HR, IT). Pick an icon per item from the gallery.
  4. Tools & Systems: layout Filmstrip. Add 6 items with thumbnails for each tool.
  5. Each Quick Links is the same web part with a different layout. Editors can build all three in 15 minutes.
04 Events web part Upcoming Key Dates is the Events web part pulled from a single firm calendar; staff add new dates from the page.
How it is built
  1. Add an Events web part. Pick the firm calendar list as the source.
  2. Layout: Compact. Show 3 items. Toggle Show event image off (these are dates, not events).
  3. Date range: Upcoming so past dates drop off automatically.
  4. Staff can add new key dates from the front of the page using + Add event; no need to leave the homepage.
  5. For deadline reminders, attach a Power Automate flow on the Calendar list (out of scope for this concept).
05 Quick Chart The four Firm Metrics tiles are Quick Chart web parts (bar, line, horizontal bar, progress) wired to typed values; no Power BI licence needed.
How it is built
  1. Add a section, Four columns.
  2. Column 1: Quick chart. Type Bar. Title Active Tax Returns. Type the 5 weekly values directly.
  3. Column 2: Quick chart. Type Line. Title Entity Returns Pending Review.
  4. Column 3: Quick chart. Type Horizontal bar. Title Open Audit Engagements.
  5. Column 4: Quick chart. Type Progress. Title Average Realization Rate (MTD). Enter the percentage.
  6. No Power BI licence required. Refresh weekly by typing the new values; the four cards stay aligned.
06 People web part Welcome New Team Members uses the People web part to pull each hire from the firm directory; the ribbon and copy live in a Text web part beside it.
How it is built
  1. Add a section, Two columns.
  2. Left column: + Add a web part, People. Layout: Descriptive.
  3. In Add a profile, type the email of each new hire. Photo, title and contact card pull from Microsoft Entra automatically.
  4. Right column: + Add a web part, Text. Add the welcome ribbon (role tag) and one-paragraph bio.
  5. Repeat for each new hire as a separate two-column row. When the hire is no longer new, just remove the People profile.

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