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If someone using a screen reader, a keyboard or a zoomed-in screen cannot book an appointment, request a quote or check out on your website, you lose that customer. You…
- Fintech / Tax
SmartERC
A trust-led financial services site that made a complex tax credit process simple and scaled inbound applications.
+212%
Organic traffic
+58%
Form completion
AA
Accessibility
The challenge
Smart ERC helps businesses across industries claim the Employee Retention Credit, with former IRS agents on the team. The process is complex and the audience is cautious about financial claims. The site had to communicate credibility, explain each step transparently, and make starting an application feel safe.
What we did
- Clear process flow: a custom roadmap visual that walks visitors through each ERC claim step, designed by our website and app design team.
- Industry-specific benefits: icons and breakdowns for retail, manufacturing, health care and more.
- Trust building: rotating success stories and a compliance-ready, audit-conscious layout.
- Guided conversions: “Claim Your Money” and “Get Started” calls to action connected to form integrations that keep the journey short.
- Accessibility and speed: WCAG AA accessible, mobile-optimized and quick to load. Read more in our ADA compliance and SEO guide.
- Organic growth: content structure and on-page SEO through our SEO services.
Tech & integrations
- WordPress
- Custom Process Roadmap
- Form Integrations
- Testimonial Slider
- WCAG AA Accessibility
Results delivered
Organic traffic grew 212% and form completion rose 58%. Clear structure, real stats and testimonials gave business owners the confidence to apply.
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