Your clients rely on you for a vital part of their business. They trust you to see the things they’ve missed and provide sound financial advice.
Without help managing your appointments, back-and-forth emails can add a layer of wasted time and mind space.
Koalendar frees you from the hassle of setting and coordinating meetings. It helps you stay on top of audits, consultations, and tax preparations, even while you work.
Give your clients your full focus without worrying about missed opportunities and deadlines again.
Never miss important deadlines and reduce no-shows.
Missing a tax season deadline can result in huge penalties for your clients and a strained relationship with the IRS. Koalendar creates automatic notifications so you and your clients can stay on top of tax and business requirement deadlines all year round.
Impress your clients with a sleek and modern interface.
Streamline your business operations and make a good impression on your clients. Koalendar lets you create beautiful booking pages you can share with your colleagues and clients. It feels great to use, and it looks good on all devices. This way, clients can book appointments with you even as you work.
Have time for updating your knowledge and pursuing further studies.
Stay up-to-date on government regulations or pursue further studies on your downtime instead of being occupied with admin activities. As you work, Koalendar can confirm your appointments, notify you, and organize them neatly in your calendar.
Come prepared for all your meetings.
Koalendar lets you customize your booking questionnaire so you can get more information on what your client needs. Advise them on the financial data you’ll need from them so your meetings can run smoothly.
Build rapport with online consultations.
Whether you’re working for an accounting firm or building your private practice, coming across as accommodating and credible is a great way to win clients and promotions. Koalendar lets your clients book video consultations through the platform using Zoom or Google Meet so you can build rapport and trust.
Have all your appointments in one place.
Koalendar lets you have unlimited appointments and unlimited booking pages. It syncs with Google Calendar too. Use it for all your service offerings and see them neatly lined up in your schedule.