Unlimited Calendars - Taxify360 - AI Powered Tax CRM & Automation Platform

Unlimited Calendars

Create an online calendar with different appointment types to let your customers schedule directly with your office. Our calendar can sync directly with the most common calendar solutions like Google Calendar and Outlook. Configure multi-bookings, time length, availability and so much more. Leverage our appointment confirmation sequence through the marketing dashboard to automatically send confirmations and reminders to make sure your customers arrive on time.

✦ Feature 01 · Staff

Teams

Assign staff members to specific calendars and configure the availability for both. You can customize your staff member's availability as well as the calendar's availability to avoid any unwanted appointment times or double bookings.

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Team Availability
4 Members
JR
J. Rivera — Preparer
W2 & EITC Calendar
M
T
W
T
F
SM
S. Moore — Preparer
Business Returns Calendar
M
T
W
T
F
AL
A. Lee — Intake
Consultation Calendar
M
T
W
T
F
PW
P. Washington — Senior
VIP Client Calendar
M
T
W
T
F

✦ Feature 02 · No Limits

Unlimited
Calendars

Some calendar apps only allow you to have a certain number of calendars. With Taxify360 calendars you can create infinite users, teams, and calendars. There are no limits when it comes to bookings.

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Your Calendars
∞ No Limit
📋
W2 Filing
30 min · In-office
Active
💼
Self-Employed
60 min · Virtual
Active
🏢
Business Return
90 min · In-office
Active
VIP Consult
45 min · Virtual
Active

✦ Feature 03 · Automation

Automated
Bookings

With automations you can automate every aspect of the booking process. From sending a location's address to appointment reminders to your clients and staff members you'll be able to fully customize the experience. You'd be amazed at how you can increase the show rate of clients with the pre-built appointment confirmation campaign.

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Booking Automation Flow
Appointment Booked
Trigger: Client books online
Trigger
Confirmation Sent
SMS + Email with address & details
SMS
Email
24hr Reminder
Reminder sent to client & staff
SMS
4
1hr Reminder
Final reminder before appointment
SMS
5
Post-Appointment Follow Up
Review request + next steps
Email