Web Design

DealsDPT

A marketing site for a Canadian compliance and accounting firm, built to help real estate brokerages spend less time on paperwork and stay audit-ready.

Role
UI/UX DesignerProduct DesignerDesign Thinking + AI Build
Client
DealsDPT Inc.
Deliverables
  • UX Strategy
  • Information Architecture
  • Wireframes
  • UI Design
  • Responsive Design
  • Website Development Support
Tools
  • Replit
  • Figma
LiveVisit site ↗
DealsDPT website hero
Objective

To give a specialist compliance and accounting firm a site that speaks directly to Canadian real estate brokerages: what the service covers, what it costs, and why a brokerage can trust it with trust-account reconciliation and CRA audits.

Design Process

A design thinking process feeding an AI-assisted build. Personas, pain points and a MoSCoW cut settled what the site had to do, then wireframes and UI were taken straight into Replit, where AI-assisted development turned each screen into working, responsive pages, keeping the loop between designing a thing and seeing it live measured in minutes rather than handoffs.

Information Architecture

How the site is organised

  • DealsDPT
    • Home
      • Hero · Book a Call
      • About
      • Services overview
      • Client portal preview
      • FAQ
    • Services
      • Bookkeeping
      • Tax Filing (T1 & T2)
      • Transaction Management
      • Reconciliation (RT & CT)
      • T4A Preparation
    • Compliance
      • RECO Annual Filing
      • RECO Audit
      • CRA Audit Support
    • Pricing
      • Plans & rates
      • Book a Call
    • Client Portal
      • Compliance tracking
      • Reconciliation status
      • Secure documents
      • Dedicated team
    • Contact
      • Enquiry form
      • Book a Call
      • Blog
      • Privacy & Terms
Mood Board

Look & feel

DealsDPT logo — wordmark with the leaf mark in the D
TypefaceInter
  • BlinkMac
  • Segoe UI
  • sans-serif
#34A853
#222A26
#EAF8EE
#F8F9FA
PaletteDealsDPT
Keywords
TrustworthyPreciseAudit-readyApproachableClearProfessional
Process

Wireframes & Prototypes

  • Structured the homepage as one continuous scroll: promise, proof, services, then a clear route to book.
  • Put the outcome and a Book a Call button above the fold, with headline numbers directly beneath as proof.
  • Grouped the services into a scannable card grid instead of a long list, so a brokerage can self-qualify fast.
  • Gave the client portal its own block, so existing clients have an obvious way in rather than hunting for a login.
  • Closed with FAQ and a final call to action to catch anyone still weighing it up.
Low fidelity wireframe of the DealsDPT homepage: hero with booking CTA, proof stats, trusted-by strip, about, services grid, client portal and footer
User Personas

Who I designed for

Marcus Bell, broker of record

Marcus Bell

48 · Broker of Record

Books that stay audit-ready all year, so a RECO or CRA review is never a scramble. Wants to sign off knowing the trust accounts balance.

Priya Shah, deal administrator

Priya Shah

34 · Deal Administrator

Every deal closed with complete paperwork and trust deposits recorded correctly, without chasing agents for missing documents.

Dan Reyes, real estate agent

Dan Reyes

29 · Real Estate Agent

Commission calculated and paid out accurately and on time, with a clear record of where each deal stands.

Ellen Cormier, finance manager

Ellen Cormier

41 · Finance Manager

Monthly RT and CT reconciliations done on schedule, with statements clean enough to hand straight to an auditor.

Nadia Okafor, compliance officer

Nadia Okafor

39 · Compliance Officer

Every filing deadline tracked in one place, with a warning before anything goes overdue.

Tom Whitfield, small business owner

Tom Whitfield

52 · Small Business Owner

Books brought up to date and kept that way, on predictable monthly pricing he can budget for.

01 / 06
Pain Points

What gets in the way

  1. 01

    Marcus Bell

    Broker of Record

    A RECO audit means weeks reconstructing records that should already have been in order.

  2. 02

    Priya Shah

    Deal Administrator

    Chasing agents for missing documents after closing, when the deal should already be audit-ready.

  3. 03

    Dan Reyes

    Real Estate Agent

    No visibility on when a commission lands, or why the figure differs from what was expected.

  4. 04

    Ellen Cormier

    Finance Manager

    Trust and commission accounts reconciled late, so month-end is a guess rather than a number.

  5. 05

    Nadia Okafor

    Compliance Officer

    Deadlines tracked in a spreadsheet, so the first sign of a problem is a letter from the CRA.

  6. 06

    Tom Whitfield

    Small Business Owner

    Books that have fallen behind, and no clear idea what catching them up will cost.

Prioritisation

What made the first release

Must have06
  • Every service with what it actually covers
  • Transparent pricing on the page, not on request
  • Book a Call as the primary conversion
  • Client portal login for existing clients
  • Contact route with phone and email
  • Responsive layout for phone and desktop
Should have04
  • Proof numbers: filing accuracy, assets reconciled, clients served
  • Partner and institution logos
  • Dedicated pages for RECO Annual Filing, RECO Audit and CRA Audit
  • FAQ covering cost, scope and audits
Could have03
  • Blog for compliance and deadline updates
  • Portal feature previews on the marketing site
  • Named client testimonials
Won't have03
  • Self-serve sign-up or online checkout
  • Document upload before onboarding
  • Live chat support
Final Design

A clean, trustworthy site that makes compliance and accounting services easy to understand and easy to book.

← PreviousAccounting DPTNext →TRULY eSIM App