Apptoto for Tax Preparation

Your clients can’t afford to miss you. Make sure they remember their appointments with customizable SMS text, email, or voice reminders.

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  • Supports multiple staff, calendars, locations and appointment types
  • Customizable so information can be included
  • Reminds clients to schedule the next appointment

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No credit card required.

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How it Works

Apptoto has been phenomenal for our business. It saves time, money and provides and excellent tool for both ourselves and our clients. Clients have in numerous occasions remarked on how profesional our communication service is with them, and that is greatly due to Apptoto. Information and communication with our clients is key, and due to the high demand during tax season, the amount of appointments made and kept are essential to our company’s success. We started using Apptoto almost 3 years ago, and it has transformed our day to day operations for the better. Apptoto takes care of reminding our clients of their appointments so that we can dedicate ourselves to serving their Income Tax needs. Apptoto is an essential tool, that we cannot live without. It pays for itself. Jorge Beltran,
Belmont Company

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