Industries · Accountant, tax advisor
A daily cap, so month-end stays in your hands
The week before a filing deadline runs differently. A daily booking cap protects the peak period, and the case type tells you how much time a client needs.
Why it helps
Month-end must not choke you
Accountants and tax advisors know what the week before a filing looks like: the phone rings, everyone is urgent, and the day falls apart. Online booking for accountants protects the peak period with a daily cap: at some point the calendar fills up, and other clients choose another day. You never take on more than you can do properly.
The client arrives prepared
Clients are often anxious about the paperwork: what do I bring, will it be enough, what will I pay? The short description and the lead time solve this: at booking they briefly explain their case, and you can look through the documents before they walk in. The meeting starts with answers rather than searching, and the client leaves relieved.
Trust is built on time
The relationship between accountant and client lasts years, and it depends on punctuality. The reminder arrives by email, and the cancel link lets anyone who can't make it say so in time. No forgotten meeting, no office afternoon spent waiting for nothing, and the client feels their finances are in good hands.
What it solves
The peak period should not crush the office
Examples
An accounting firm
First meeting, annual return, monthly review - each with its own length, in one calendar.
FAQ
Questions for accountants
Daily cap, case type, lead time.
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