Streamline your tax consulting practice
Spend less time scheduling, more time advising. PickMyTime makes it simple for clients to book consultations and prepare for their tax appointments.
Start booking clientsLifetime DealPay once, use forever!
Everything you need to manage your tax practice
Multiple consultation types
Offer initial consultations, tax prep meetings, quarterly reviews, and year-end planning sessions. Set different durations and prices for each service.
In-person or virtual
Meet clients at your office or virtually via Zoom, Google Meet, or Microsoft Teams. Video links are automatically included in confirmations.
Smart reminders
Send automatic appointment reminders. Include preparation checklists so clients arrive with the documents they need.
Collect consultation fees
Charge for consultations upfront via Stripe. Offer different rates for initial vs. returning clients, and collect deposits for larger engagements.
Professional presence
Create a polished booking page showcasing your credentials, specializations, and services. Build trust before the first meeting.
Client intake forms
Collect essential information before appointments. Ask about their tax situation, documents they'll bring, and questions they want answered.
Let clients self-schedule
No more phone calls and voicemails. Clients see your real availability and book appointments that work for both of you. Your calendar stays organized automatically.
Bottom line: Easy scheduling means more clients and less administrative overhead.
Get started (it's free!)Prepared clients, productive meetings
When clients book and prepay, they show up prepared. Automated reminders with document checklists ensure efficient, valuable consultations.
- Payment required at booking reduces no-shows
- Reminder emails include preparation instructions
- Clients arrive ready with the right documents
Frequently Asked Questions
How does PickMyTime help tax consultants?
PickMyTime handles appointment scheduling, payment collection, and client reminders. You spend less time on admin and more time providing valuable tax advice.
Can I have different rates for different services?
Yes! Create separate appointment types for consultations, tax prep, audits, etc. Each can have its own duration, price, and description.
Can I collect client information before meetings?
Absolutely! Add custom intake questions to gather information about their tax situation, documents they'll bring, and specific questions they have.
How do virtual consultations work?
Connect your Zoom, Google Meet, or Microsoft Teams account. When clients book a virtual meeting, a unique meeting link is automatically created and sent to them.
How much does PickMyTime cost?
We offer a lifetime deal - one payment for permanent access. No monthly fees. Perfect for independent tax professionals managing their own practice.
Can I block time for tax season preparation?
Yes! Use buffer time between appointments and block out preparation time. During tax season, you can adjust your availability to manage your workload.