Tax Appointment
Scheduling Software

Face tax season head on with appointment scheduling software

Fight the power

The Internet. You hate it, but you love it. You know what I’m talking about… You’ve been up against those run-of-the-mill tax filing software companies that are impersonal and sometimes downright unreliable for consumers. Heck, those same companies even claim to be superior.

But you know the truth. You’ve worked hard to grow your tax services company. You’ve built a reputation in your area for being the most trustworthy name in tax preparation, and you’ve got no plans to slow down. You pride your company on being the most effective, dependable, and responsible one around. And, at the end of the day, you know that your clients deserve more than a website with a bunch of yes or no questions. Heck, even the IRS suggests people choose their tax preparer wisely.

They need real solutions. They need a comprehensive, in-depth, knowledgeable look into their complex, unique financial lives. And you know they aren’t gonna get that from “those online guys.”

But wait—what if you could have it both ways? What if you could meet your clients halfway, giving them the easy online access they crave, while also providing them with that invaluable face-to-face contact they need?

Fear not, tax pro

We’ve got what you’re lookin’ for. With AppointmentPlus tax scheduling software, you can have your cake and eat it, too. (Just remember to save your receipt for those business expenses… but hey, you knew that, right?)

We have drastically cut back on the number of missed appointments since our clients get several confirmations and reminders of their appointments. That alone has saved us thousands of dollars in lost time during tax season, when our time is at a premium.
Valarie HillFlower City Tax

Keep up with the Joneses using tax
appointment software

When you work with your clients, you probably advise them to ditch the “keeping up with the Joneses” attitude. It’s probably part of the reason their budgets feel so strained. After all, when your clients live above their means, they’re gambling with their financial futures—not something you’d ever recommend.

But hey, there is something to be said for staying current, fresh, and undeniably hip. Don’t turn into that old dinosaur of a tax pro, hiding in a corner, using a weird-looking vintage adding machine to calculate numbers. You’re way too cool for that.

So, if you’re going to bend the rules just a little to keep up with the Joneses, the best way is to start by keeping up with the times. Know what that means? You need to move to a whole new neighborhood. Where, you ask? Online.

See, when you jump feet-first into the digital game, you set yourself up for success. How? Well, let’s say the Joneses are sporting designer jeans and fancy watches. Don’t you worry about a thing because, with web-based booking software, you’ve got some fancy duds of your own:

  • 24/7 online appointment scheduling (because “Book Now” buttons are sexy)
  • Centralized customer data warehouse (that’s super secure, to boot)
  • Email and text reminders (for those forgetful clients)
  • Mobile access to scheduling features (for bookings on the fly)
  • SaaS perks (everybody loves a good upgrade)
  • Customer support that won’t leave you hanging (the in-crowd never looked so good)

Joneses? Which Joneses? Now, you’re the one everyone wants to be.

Figures that really matter

Not all of us are numbers whizzes like you, but hey, we can all appreciate a great figure. That’s probably why those “Hot 100” magazines sell like hotcakes… While not every figure is as tantalizing as the ones on those lists, we’ve got some pretty hot ones ourselves.

Don’t believe us? Try these on for size:

Reduce staff costs by up to 25%

Whoa. Something tells me you haven’t seen a figure that awesome in a while (not counting your significant other, of course). Want to eliminate the time wasted doing manual processes, like appointment scheduling? Automate them. Logic—gotta love it.

Reduce no shows by up to 50%

Holy guacamole! When a client doesn’t show, doesn’t it make your blood boil just thinking of the time you could have saved and the clients you could have helped? Well, feel free to take a chill pill. With tax appointment scheduling software, you can send automated text and email reminders to your clients regarding upcoming appointments. Your staff will never encounter a wasted hour again.

Get all the numbers

With advanced reporting features, you can really dig into the operating costs for your business. Run reports to discover how many clients you meet with each week. Or find out how many hours your employees worked this month (including the dreaded overtime). With easy access to charts and graphs, you’ll be able to make smarter business choices down the road. And what’s not to love about that?

No sleight of hand here

All that sounds great, huh? But it’s got to be just some marketing shtick, right?

No way, José.

You didn’t become a serious tax professional with a growing business overnight, and that’s something we can respect. Because, just like you, we here at AppointmentPlus have built a long-standing reputation for excellence. And, with over 4 million appointments booked through our software system each month, we have no other option than to be the latest and greatest.

Hey, we’re no stuffy company either. We aren’t afraid to get our hands dirty and get right into the mix with our clients. At AppointmentPlus, we know the value of working with a real, live person. So when you decide to take the leap, you’ll be working one-on-one with one of our expertly trained coaches, who will show you exactly how our system can work for your company. And that support system? Yeah, that never goes away.

Since our launch in 2001, we’ve continued to revolutionize the concept of online scheduling, and we have no plans to stop. After all, who wants to be a one-hit wonder? Sure, we all know the words to “Ice Ice Baby,” but do you really want to listen to any more Vanilla Ice jams? We didn’t think so.

Ready to learn more?

Simply select the best option for your needs and get started today!

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