Tax Consultant Appointment Scheduling Software

Often times people reach a point where their tax return has gotten too complicated for them to handle on their own.  Individuals, small businesses and large companies all need good, clear and simple tax advice.  They decide to hire you, a tax professional, to help them understand the world of tax and making sure they are paying the right amount.

Your job requires exceptional attention to detail and a high level of organization.  Gigabook.com has all the tools to assist you in staying organized on your projects and working efficiently.  The integrated calendar and to-do list keeps track of important deadlines, provides automated reminders and is accessible anywhere.  This is a tremendous asset to you while conducting research on tax laws, strategizing with clients to minimize tax liability, and prepare returns.

Try our Tax Consultant Appointment Software

The online scheduling software allows easy access for your clients to schedule time with you to plan and strategize new tax opportunities.  And GigaBook sends email or text reminders so that appointments aren’t missed.  This easy form of communication keeps everyone informed and on the same page.

With GigaBook Online Appointment Software, you can:

• Accept appointments requested through your existing website
• Create your own free personalized booking mini-site
• Send clients text messages and email reminders
• Send reminders to yourself or other staff/vendors about upcoming appointments
• Easily reschedule appointments and notify clients about the change
• Easily set repeat appointments
• Track success rate of all appointments

If you offer classes or workshops to help others in the industry stay current on new tax laws, you can manage class size through GigaBook’s customizable Group Setting Booking tool—you set the specifications and GigaBook tracks the progress of class enrollment.

 

Through the use of effective appointment and calendar management you should experience the following benefits within your consultant business:

• Higher conversion rate of appointments through reducing no-shows
• Increased revenue due to ease of scheduling sessions by clients
• Increased client retention through effective communication

 

Take appointments for your tax services through your own website!

 

If you have an existing website for your consulting business, you can easily convert your site to accept appointments with your real-time availability.  Use the GigaBook Booking Widget included in your subscription to easily take appointments on your website.  It’s as easy as creating and customizing your own booking widget and then inserting it on your own site!