TaxProExchange

A trusted directory for CPAs, EAs, and CTEC preparers to find each other for handoffs, overflow work, and representation.

🚀 Quick Start

1. Install dependencies:

   npm install
   

2. Run development server:

   npm run dev
   

3. Open http://localhost:3000 in your browser.

🏗️ Tech Stack

• Frontend: Next.js 14 (App Router) + TypeScript
• Styling: Tailwind CSS
• Animations: Framer Motion
• Deployment: Vercel (recommended)

📁 Project Structure

├── app/
│   ├── globals.css      # Global styles with Tailwind
│   ├── layout.tsx       # Root layout component
│   └── page.tsx         # Landing page
├── package.json         # Dependencies
├── tailwind.config.js   # Tailwind configuration
├── tsconfig.json        # TypeScript configuration
└── README.md           # This file

🔧 Configuration

Tally Form Integration

Replace REPLACE_WITH_TALLY_URL in app/page.tsx with your actual Tally form URL:

// In the waitlist section
src="https://tally.so/r/YOUR_ACTUAL_FORM_ID"

Customization

• Colors: Modify tailwind.config.js for brand colors
• Content: Update text content in app/page.tsx
• Styling: Adjust Tailwind classes throughout components

🚀 Deployment

Vercel (Recommended)

1. Push to GitHub
2. Connect repository to Vercel
3. Deploy automatically

Manual Build

npm run build
npm start

📝 Next Steps

This is Stage 0 (Landing & Waitlist). Future stages include:

• Stage 1: Onboarding & Verification
• Stage 2: Search & Profiles
• Stage 3: Connections
• Stage 4: Growth & Polish

🔍 SEO & Content Management

Adding a New Solution Page

Solution pages are SEO-optimized landing pages for specific B2B use cases (overflow staffing, SALT, crypto tax, etc.). To add a new solution:

1. Add solution config to lib/constants/solutions.ts:

   {
     slug: 'your-new-solution',
     title: 'Your Solution Title for Tax Firms',
     description: 'Brief meta description (155 chars)',
     h1: 'Your Solution Title for Tax Firms',
     intro: 'Multi-paragraph intro (400-700 words)...',
     whenToUse: [
       'Use case 1',
       'Use case 2',
       'Use case 3'
     ],
     searchQuery: '/search?specialization=your_spec&accepting_work=true',
     faqs: [
       { question: 'Q1?', answer: 'A1' },
       // Add 3-5 FAQs
     ]
   }
   

2. Solution pages are auto-generated at /solutions/[slug] via generateStaticParams().

3. Update sitemap – it auto-includes all solutions from the config file.

4. Deploy – new solution page will be statically generated on next build.

Adding a Prefiltered Search Entry to Sitemap

Prefiltered search URLs help SEO by creating crawlable entry points for high-value searches.

1. Edit app/sitemap.ts:

   const searchPresets = [
     // Add your new preset
     { query: 'specialization=your_spec&state=CA', label: 'Your-Label-CA' },
     // ...existing presets
   ];
   

2. Deploy – sitemap will include the new URL on next build.

Content Guidelines

• Solution page intro: 400-700 words, include key terms (overflow, SALT, IRS rep, crypto, etc.)
• FAQs: 3-5 questions per solution page, address common objections and clarify process
• Search intro: 150-250 words, front-load key terms in first paragraph

SEO Checklist

• ✅ All public pages use generateMetadata() with unique titles/descriptions
• ✅ Canonical URLs set on all pages
• ✅ JSON-LD structured data (Organization, FAQPage, Person, BreadcrumbList)
• ✅ Sitemap includes latest 1,000 profiles + all solution pages + 30 prefiltered searches
• ✅ robots.txt allows public pages, disallows auth/dashboard/admin
• ✅ Noindex headers on protected routes (onboarding, dashboard, messages, etc.)
• ✅ Analytics events tracked: view_for_firms, view_solution, view_search_prefilter, click_browse_verified_pros

Files Changed in This SEO Refactor

New files:

• components/seo/JsonLd.tsx – Generic JSON-LD wrapper component
• components/seo/SolutionCTA.tsx – Call-to-action component with analytics
• components/analytics/AnalyticsPageView.tsx – Client component for tracking page views
• lib/constants/solutions.ts – Solution page configuration
• lib/analytics.ts – Analytics event tracking utilities
• app/for-firms/page.tsx – New B2B pillar page
• app/solutions/[slug]/page.tsx – Dynamic solution pages (SSG)
• app/sitemap.ts – Sitemap generator
• app/onboarding/layout.tsx, app/admin/layout.tsx, etc. – Noindex layouts

Modified files:

• app/page.tsx – Converted to SSR with B2B hero copy
• app/search/page.tsx – Added crawlable intro content
• app/p/[slug]/page.tsx – Added generateStaticParams() for top 500 profiles
• app/robots.ts – Updated allow/disallow rules

🤝 Contributing

Follow the build plan in buildplan.md for development priorities.