Tax season slots and drop-offs
Tax preparation scheduling software
Tax preparation scheduling software for offices whose appointments triple before the April deadline. Clients reserve a tax interview or a quick drop-off online, seasonal preparers have their own calendars, and reminders tell each client what documents to bring.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
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- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
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Interviews and drop-offs
Offer a 45-minute tax interview and a 10-minute drop-off as separate services. Clients choose, and questions about dependents, rental property and a new business shape the appointment.
Online bookingSeasonal preparers
Add preparers for the season. Each gets a color and their own day on the phone, and their login is removed after the deadline.
Team managementWhat to bring
The evening-before reminder is the place to list W-2s, 1099s and last year's return, and a morning reminder keeps the slot filled.
Automatic textsApril crunch and extensions
Open Saturdays and late evenings in your hours for the last weeks before the deadline, and schedule extension clients' fall appointments as soon as they file.
Calendar schedulingNext year's appointment
A reminder one year after filing brings clients back in January before they think of another preparer.
Maintenance remindersInside the tax preparation scheduling software
What it does
- Interview and drop-off bookingSeparate lengths
- Seasonal preparer calendarsAdded and removed
- Document remindersEvening before
- Next-season reminders12 months after filing
What it doesn't do
- Client picks the preparerAssigned by the office
- Walk-in queue managementAdd walk-ins to the calendar
- Simultaneous online appointmentsOne per slot per location
- Virtual interview linksSend your link
Tax preparation scheduling pricing
Starter covers five preparers, and all plans include interview booking, preparer calendars and reminders.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What preparers ask about interview booking
Is there client scheduling software for tax businesses?
Can clients book a quick drop-off?
Can I add seasonal preparers?
Can reminders say what to bring?
Can three preparers each take an online booking at 10 a.m.?
Does it manage a walk-in line?
Can I remind clients next January?
Can clients choose their preparer?
More tax preparation software
Scheduling for related firms
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