By industry

CPA, attorney, coach & agent — services & credentials one page

Services list, license PDFs, consultation booking, LinkedIn, and tap-to-call for licensed professionals.

ReferLyst gives CPAs, attorneys, coaches, and insurance agents one mobile business page for email signature, LinkedIn, and Google Business. List services, upload bar admission or CPA license, pin consultation booking, and add review links — without a WordPress site or generic button list.

The problem

Sound familiar? These are the pain points people search for before they find a better way.

  • Credentials live in email attachments prospects lose
  • LinkedIn alone doesn't show services or booking cleanly
  • Generic bio tools have no place for license PDFs
  • Clients choose whoever looks most credible on mobile

What you get

Services at a glance

Tax prep, consultations, coaching packages — scannable list.

Credentials & licenses

CPA license, bar admission, or certifications as downloadable PDFs.

Book a consultation

Calendly, Acuity, or contact form pinned in the social row.

Tap-to-call & email

Phone, text, and email buttons at the top of the page.

LinkedIn & reviews

Professional social links and Google reviews in one row.

About & results

Optional portfolio section for case studies or client outcomes.

How it works

  1. 1

    Create your Card

    Choose ReferLyst Card when you create a list. Add your business name, headline, and tap-to-call contact.

  2. 2

    Fill every section

    Services, portfolio photos, license or resume links, trusted partners, and social profiles — all on one scroll.

  3. 3

    Share one URL

    Drop the link in your email signature, truck wrap QR, Instagram bio, or client texts. Edit once — it stays current.

Built for

CPAs & accountantsAttorneysBusiness coachesInsurance agentsFinancial advisorsConsultants

People also search for

Common questions and keywords — if you typed these into Google, you're in the right place.

  • link in bio for cpa
  • attorney bio link with credentials
  • consultation booking link in bio

Frequently asked questions

Is this for lawyers and CPAs or just coaches?
All of the above. The same Card layout works for any licensed or credentialed professional who needs services, credentials, and booking on one page.
What does the live demo show?
James Chen, CPA in Naples — services, Florida CPA license PDF, consultation booking, and LinkedIn at /james-chen-cpa.
Can I use this in my email signature?
Yes. Paste the same URL in email signature, LinkedIn, and Google Business — one page everywhere.
Is it free?
Yes on the free plan. Pro adds analytics, QR codes, and room for 2,500 items total.

Related solutions

See also: Use case — Accountant link in bio

Ready to launch your vendor platform?

Free to start. Live in minutes — no website build required.