Appointments do not all cover the same type of work
Tax return meetings, tax consultations, follow-up meetings, file reviews, business discussions and one-time requests do not require the same setup.
RDVnow · Accounting / tax
Booking software for accounting and tax firms
RDVnow supports accounting and tax firms in managing appointments, consultations, tax meetings, client file follow-up, availability, team coordination and scheduling.
Common challenges
Booking requirements in an accounting and tax firm
An accounting and tax firm needs to organize different kinds of consultations, distribute appointments according to file type, absorb peak demand periods and maintain a schedule structure that holds through the season.
Tax season concentrates a large share of demand
At certain times of the year, requests build quickly. The firm needs to frame time slots, distribute workload and keep a firm view of availability.
Client file follow-up requires structured scheduling
A missed, moved or loosely framed appointment affects file progress, staff preparation and the sequence of planned meetings.
Solution
How RDVnow fits an accounting and tax firm
RDVnow connects online booking, reminders, internal scheduling, client follow-up and firm presentation in a structure adapted to accounting and tax operations.
Clients book according to the appointments offered
The booking page presents consultations, tax meetings, availability and firm organization so appointments are framed correctly from the moment they are booked.
Reminders support scheduled appointments
Automated email and SMS reminders support attendance and structure the follow-up of already booked time slots.
The firm works from an operational schedule
The firm uses a calendar to organize appointments, availability, useful notes, history and the day-to-day running of the schedule.
Useful features
Useful features for an accounting and tax firm
- Firm-branded customization
- Online booking
- Consultations, follow-up meetings and availability
- Internal team calendar
- Automated email and SMS reminders
- Client notes and history
- Client file follow-up
- Client follow-up reminders
- Satisfaction tracking
- Payment receipts
Appointments, reminders and firm scheduling
In an accounting and tax firm, booking, reminders and scheduling need to follow the pace of consultations, file follow-up and peak demand periods.
FAQ
Questions accounting and tax firms often ask
Is RDVnow suitable for an accounting and tax firm?
Yes. RDVnow is designed for firms managing consultations, tax meetings, client file follow-up, appointment reminders and structured scheduling.
Can different appointment types be separated in the booking flow?
Yes. The firm can structure booking according to its consultations, follow-up meetings and operating model.
Does RDVnow work with multiple team members?
Yes. RDVnow helps organize appointments, availability and follow-up when several people are involved.
Can the booking page match the firm’s branding?
Yes. The booking experience can be customized to match the identity of the firm.
How does the clientele access booking?
Booking can be shared through a direct link, integrated into a website or accessed by QR code.
Are appointment reminders included?
Yes. RDVnow supports automated reminders by email, SMS or both.
Next step
Structured booking for your accounting and tax firm
Present your consultations, frame appointments, organize availability and offer scheduling aligned with the identity and operating model of your firm.