# A CPA firm intranet > A concept design for a SharePoint Online communication site for a fictional accounting firm (Hawthorne & Pierce CPAs): firm news, quick actions, key tax dates, compliance updates, tools, templates and a firm metrics dashboard, all from out-of-the-box web parts. [← The Studio](https://tenantcraft.ca/work) Scenario · Communication site 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 SharePoint Search this site GP **Hawthorne & Pierce** CPAs The Ledger Create site Not following Site access Home Documents Pages Site Contents Edit New Page details Preview Analytics Published 6/29/2025 Share Edit ![](https://tenantcraft.ca/images/lookbook/campaign-creators-gMsnXqILjp4-unsplash.jpg) ## Welcome to The Ledger The digital home of Hawthorne & Pierce CPAs: connecting our people, processes, deadlines, and firm knowledge. ### News Add ![](https://tenantcraft.ca/images/lookbook/news-1.jpg)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. ![](https://tenantcraft.ca/images/lookbook/news-2.jpg)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. ![](https://tenantcraft.ca/images/lookbook/news-3.jpg)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 ![](https://tenantcraft.ca/images/lookbook/news-4.jpg)IRS Expands Digital Asset Reporting Requirements The IRS has announced expanded reporting requirements related to digital asset transactions, including cryptocurrency held by clients. ![](https://tenantcraft.ca/images/lookbook/news-2.jpg)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. ![](https://tenantcraft.ca/images/lookbook/news-3.jpg)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 ![](https://tenantcraft.ca/images/lookbook/femaleportait.jpg) 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. ![](https://tenantcraft.ca/images/lookbook/Portrait.jpg) 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](mailto: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. ## More from the Studio [All scenarios →](https://tenantcraft.ca/work) [Financial services Finance team intranet Harbourstone Credit Union, Finance Team The back-office page a credit-union finance team opens every morning: where the close stands, what reporting is due, branch revenue at a glance, and a Copilot rail for the routine asks.](https://tenantcraft.ca/studio/intranet-homepage) [Insurance · IT IT department intranet Algonquin Mutual Insurance, IT Hub A helpdesk-first hub for an in-house IT team at a mid-size insurer: ticket and software-request tiles, a maintenance countdown, after-hours line, common-task pills and a praise card.](https://tenantcraft.ca/studio/it-department-intranet) [Construction Construction project hub Redrock Construction A hub for a commercial builder: active job sites, safety resources, crew news and KPI dashboards, so the field and the office read the same numbers.](https://tenantcraft.ca/studio/construction-intranet) [Construction Construction firm intranet Cedarworks Construction A slate-blue and amber take on a builder’s homepage: projects, KPIs, safety hub and a featured Employee of the Month, all from out-of-the-box web parts.](https://tenantcraft.ca/studio/cedarworks-intranet) [Grocery retail Supermarket chain intranet Maple & Crate Market A team hub for a multi-store grocer: shift notices, retail tools, company news and a countdown to the next store opening.](https://tenantcraft.ca/studio/grocery-intranet) [K-12 education School-district intranet Evergreen Meadows School District A district-wide homepage for an 18-school public board: school directory, district highlights, announcements, staff quick links and a superintendent’s weekly update.](https://tenantcraft.ca/studio/school-intranet) TWENTY MINUTES, NO PITCH ## Tell me what is stuck. I will tell you what it takes. Same consultant from the first email to the last cutover. If I am not the right fit, I will refer you to someone who is. [Book a 20-min call](https://tenantcraft.ca/contact) [See published rates](https://tenantcraft.ca/pricing) --- _Canonical HTML: https://tenantcraft.ca/studio/cpa-intranet · Agent guide: https://tenantcraft.ca/llms.txt · Site map: https://tenantcraft.ca/sitemap-index.xml_