Tax Services
Octomize - Online Appointment Scheduling is a great way to get organized and keep track of all your tax appointments. Whether you are a small firm, an accounting office, tax service center or a CPA firm to large businesses scheduling hundreds of appointments at multiple locations.
Octomize Scheduler
is
professional, convenient, and easy to use
Appointments
- Schedule appointments or classes on-line 24/7
- On-line hosting: view your schedule from anywhere, anytime
- Pay online 24/7 day or night
- Daily, weekly and monthly calendar views
- Each employee has their own calendar for appointments
- Book recurring appointments
- Automatic email 2 days before to remind person of appointment
- Re-schedule appointments on-line
- Cancel appointments on-line
- Email confirmation on appointment
Client profiles
- Client can prepay via Pay Pal for service, pay upon checkout
- Appointment calendars always up to date- use from office or home
- Securely access appointment calendars from multiple offices
- Class & Event Registration
Integrated Credit Card Processing
- Pay by Pay Pal online 24/7 day or night
- Process returns and voice transactions through PayPal
On-line Store
- Sell products, services, gift cards
- On-line store open 24/7
Staff Management
- Online schedules let staff check theirs anywhere, anytime
- Staff and instructors can change their availability
- See an overview of arrival times, cancellations and no shows
- View clients per staff member
- Type in client in any calendar for appointment
Security
- Password protected for each facilitator or manager
- Securely access appointment calendars from multiple offices
- Securely Store records, past and present
Need a Website?
- Free templates add your content, display your logo, photo's and help set up a website