Online appointment scheduling for CPA & Tax Advisors

Do you provide CPA & tax services?

Hiring a front desk person to deal with client bookings can be an expensive proposition. At the same time managing bookings yourself take you away from providing accountancy and tax advice services. Bookly provides online appointment scheduling for CPA & Tax Advisors that anyone can setup and use.

Bookly is a plugin which works with WordPress, the platform which powers a third of all of the websites on the Internet. Bookly is a highly flexible booking solution which is ideal for CPA and tax advisors that want an easy way to manage bookings without having to employ a full time office assistant.

24/7 booking support

People want to book an appointment with their CPA or Tax Advisor when it is convenient. Unlike having a front desk person taking your bookings, with Bookly you can provide a booking service around the clock. Bookly is cross device compatible and fully responsive meaning that customers can easily make a booking using their phone.

No coding required

Unlike many other online appointment scheduling for CPA & Tax Advisor solutions, setting up and managing Bookly doesn’t require any coding expertise. This means that you don’t require IT or developer help to install it. You can manage, edit and even cancel appointments from the user friendly interface.

Ask on-boarding questions

You can let you customers fill in the questionnaire during the booking process, so that you have all of the information that you require to make an initial assessment about their circumstances. This is a great way of ensuring you make the maximum use during your time with your clients and are steering them towards the tax and accountancy solutions which are best suited for their circumstances. When a client finishes their appointment you can let them provide feedback. This is a great way to identify star employees and improve your client’s customer experience.

Integrates with Google calendar

Bookly integrates with Google and Outlook calendars. This gives both you and your employees an easy way to track appointments. The calendar feature can also be used to track employees, so that you can see which advisors are scheduled during the week. The entire calendar can be managed and edited through a simple to use dashboard.

Keep clients informed with notifications

You can keep confirm appointments and send reminder notifications using SMS and email. Notifications templates can be modified so that they are branded to reflect your company. This is the perfect way to communicate clearly appointment times and minimise missed meetings. Bookly is the online appointment scheduling for CPA & Tax Advisors that is fast to setup and easy for clients to use. Bookly reduces the need for staff to take and schedule appointments. At the same time it has a host of features which improve the client on-boarding experience.