Every job comes with its challenges, and tax professionals face their own unique set. The constant meetings on auditing or planning make their schedule extremely hectic. Besides explaining taxes to clients, they manage appointments, coordinate teams, and handle other office tasks. As a result, these tasks can distract them from providing valuable tax advice and may lead to significant scheduling errors.
Picktime is a tax consultant scheduling software designed to manage various aspects of your business. It helps you streamline tax preparation session bookings, payments, invoices, reports, and more. You can set your working hours, list your services, and even offer virtual sessions through your online booking page.
Picktime’s best scheduling software for tax consultants not only simplifies scheduling but also streamlines daily tasks, making it easier for tax consultants to manage their workload. It allows your team and clients to access information whenever needed. Picktime helps professionals, consultants, and advisors set up one-on-one meetings, group sessions, virtual meetings, and more. If you do not have a website yet, that’s okay! You can use Picktime’s personalized booking page to take appointments anytime, 24/7, without any stress. It also helps you integrate with third-party apps to automate your tax consultant business.
Key Features
- Offer 24/7 appointment bookings
- Your booking page shows real-time updated slots
- Create recurring bookings with your fellow tax consultants
- Add important notes to your client profile
- Sync your favourite calendar apps
- Schedule seamless video conferences
- Send and receive automated email and SMS notifications
- Create rosters for your team members
- Access your Picktime account on your mobile app
- Get overviews and detailed reports
Benefits of Picktime for Tax Consultants
Personalize Your Booking Page
With Picktime’s tax consultant scheduling software, you can personalize your booking page to match your brand. Add your own logo, banner image, themes, and even choose the language your clients prefer. You can also include a friendly welcome message, terms & conditions, cancellation policies, and other details to ensure clients know what to expect.
Offer Seamless Virtual Sessions
With Picktime, you can add your preferred virtual location for your tax preparation appointments. Once you integrate your preferred video conferencing tools, it will automatically create meeting links. Later, your clients can choose slots and attend virtual meetings via Zoom or Google Meet. To make their experience hassle-free, include those meeting links in the automated emails you send to your clients.
Know Your Clients Ahead of Time
Our online booking form is designed to gather essential client details, including tax-related information. You can even make certain fields mandatory, so clients don’t skip over key information. This ensures you’re prepared for every session and helps you keep useful records for future consultations, making follow-ups smoother and more personalized.
Avoid No Shows with Meeting Reminders
Our tax preparation software automatically sends SMS and email reminders to your clients. You can choose when the reminders are sent and even personalize the email content to fit your scheduling needs. This way, your clients stay informed, and both of you are always on the same page.
Allow Clients to Pay in Advance
For clients who prefer prompt advice without in-person meetings, Picktime facilitates seamless online interactions. That’s where Picktime’s tax office management software steps in to streamline your payment processes. Whether it’s an advance or full payment, our tax preparation business software ensures clients can pay for your service right from the booking interface.
Keep All Your Events in One Place
Take control of all your bookings and improve efficiency in your organization. Whether you work alone or with a diverse team, Picktime gives you an online calendar for each member. You can filter your bookings based on team members’ schedules, location, and more. This way, you’ll get real-time updates on what is going on in your business.
Keep your business on track today with Picktime’s tax consultant scheduling software. Get Started Today!
