Accountant / Tax Preparation

Tax season is coming!  You know what that means. Every hour of your day will be jam packed and micromanaged. 

Many CPA firms are still stuck in the dark ages when it comes to using technology to improve their in-office efficiency. Don’t get bogged down by the huge surge of clients and ditch the old desk calendar. Get online and let ScheduleThing manage your life for you.

Online scheduling

Nine months out of the year, your schedule is internal.  Tax season, however, is a different story.  For the three months, your clients need to know your schedule.  So why not let them book their appointment with you on their own?  

ScheduleThing gives you a customized booking site where clients can view your availability and schedule appointments online, all without picking up the phone. Set up email updates to remind you when appointments and important meetings are.  

Schedule internal resources at your firm

You don’t need expensive licenses for software like Microsoft Office anymore. ScheduleThing lets you reserve resources in your office like important meeting spaces and conference rooms for internal meetings or client engagements.