Tax advisers: tax return appointments with online booking
How tax advisers can schedule tax return appointments online: seasonal slots with an end date, drop-offs, video reviews and documents sent separately.
5 min read
Tax return season compresses a year of appointments into a few weeks. Answering the phone to book them takes time from the returns. With Book, clients book a return appointment on your own booking page in the weeks you open, with the length matched to their situation, and the season closes on its own at the end date.
Return services by client type
On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.
| Service | Example slot | Places |
|---|---|---|
| Return appointment, salaried | 30 min | 1 |
| Return appointment, self-employed | 1 h | 1 |
| Return review by video | 30 min | 1 |
| Document drop-off | 10 min | 3 |
Durations and places are examples. Set your fees according to the rules that apply to you; an empty price is hidden.
Slots until the deadline
Slots repeat weekly on the weekdays you choose until an end date. Open return services a few weeks before the season and set the end date at the filing deadline. Each online booking takes one place, and a full slot leaves your page.
Drop-offs
Clients who just need to hand over papers can book a short drop-off slot with several places. Say in the description which documents to bring.
What goes in the note
The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Ask only for any change since last year, such as a move or a new business. Say in the description not to put amounts or tax numbers in the note, and to send documents by your secure channel.
Returning clients from your list
Book returning clients yourself from your bookings list before opening public slots. First and last name are enough; with their email, the client gets a confirmation with a calendar file. For video reviews, send your link by email: Book doesn't create video links.
Changes
Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.
What Book doesn't do
Book doesn't store documents, file returns, take payments or send reminders. One booking page per business, no staff field: with several advisers, create services per adviser. See the guide on the first consultation checklist. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.
Can I close bookings at the filing deadline?
Can clients just drop off documents?
How do I book returning clients first?
Should clients put amounts in the note?
- Tax adviser booking software — €5/month
- Tax advisers: first consultation checklist
- Accountants: client meetings in tax season