Smart Scheduling for Tax Season

Tax season is already well under way. For many CPAs that means little sleep until the end of April. With long hours up ahead and frequent weekends at the office, it’s important to get organized and reduce administrative tasks like scheduling which eat into your day.

Utilizing the web is a smarter way to go about scheduling for accountants. In this post, we’ll show you how to use an online calendar software to automate important tasks during this hectic period. You’ll be happy you took a few minutes off your busy schedule to read this article. It will save you countless hours this tax season, we promise! Continue reading

Waiting List Management

waiting list managementLast year we launched a new waiting list feature designed to help you retain clients during busy periods. Clients who are unable to find a time slot that’s convenient for them are added to the waiting list. When cancellations occur, you can refer back to the list and quickly fill those empty time slots. It’s a win-win: Clients get the time slot they are looking for, and you keep your schedule full.

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