A CPA firm has many moving parts, and within it, CPAs have many responsibilities – compiling and analyzing account information, profit/loss statements, credits, debits – the list goes on and on. With an effectively implemented booking system for accountants, there may be a solution to help alleviate many of the issues and time constraints encountered on a daily basis. An appointment booking system for accountants would not only help save you time, it would but help your firm run much more efficiently.
With GigaBook, a booking system for accountants, users can easily create invoices for clients, update statuses and monitor all reports. The ability to automate these redundant tasks will free up time and help the firm operate more efficiently. Additionally, by creating responsibilities amongst staff, you are able to give your clients the attention they deserve. Appointment scheduling software for accountants is also a great way to allow clients to schedule their own appointments. With GigaBook’s widget, they are able to see available time and schedule accordingly. This will result in fewer no-show appointments, end everything is updated and synced in real-time, so there is no worry about double-bookings!
Try GigaBook’s Booking System for Accountants
If you run into an unforeseen circumstance, GigaBook’s booking system for accountants allows you to quickly and easily reschedule with your clients and notify them of the change. It also allows you to set up recurring reminders for any clients you may see on a regular basis. Another perk of using GigaBook’s booking system for accountants is that when a client books an appointment, users can schedule and send personalized reminders and notifications through email and text (or both) to your staff.
The firm’s website will be where clients turn for more information about you and your business. With the click of a button, they are able to schedule their own appointments and GigaBook will update all appropriate avenues accordingly.
Using GigaBook’s booking system for accountants, users are able to:
- Create and track invoices
- Set to-do lists for your staff
- Allow clients to schedule their own appointments
- Send personalized notifications and reminders to clients
- Accept appointments through any existing website
Give GigaBook a try with a free, 14-day trial and see how you can become more efficient and watch your business grow!