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Description

Every employee has an individual schedule tailored to their availability, allowing others to book appointments instantly without the need for a phone call. Users can view booking specifics at a glance and delve into comprehensive details regarding payments, invoices, session notes, and complete client histories. You can search for clients using their phone numbers or even just parts of their names. All pertinent client information is readily accessible, encompassing booking records, notes, referral letters, alerts, custom fields, and additional details. You can also create and sell gift voucher packages for significant holidays directly on your website, eliminating the need for phone interactions as these vouchers can be purchased and redeemed online with ease. This streamlined approach not only enhances efficiency but also improves customer convenience.

Description

Get your practice organized and collaborate effectively using all the essential tools needed for growth. Keep track of conversations, emails, notes, and interactions with clients and colleagues in one place. Everything related to your clients can be accessed conveniently on a single screen. Craft compelling proposals for both clients and prospects with ease. Streamline engagement letters to ensure complete clarity in your communications. Your team will enhance productivity with a workflow that is intuitively designed and straightforward. Prevent any client tasks from falling through the cracks with our innovative agenda dashboard, which keeps every team member updated on their daily responsibilities. Our solution offers a comprehensive approach to tax return delivery, going beyond just form 8879. Provide clients with clear instructions for every form they need to complete, including payment vouchers and estimated payment vouchers. Secure signatures digitally on 8879 and any other customized documents with ease. This solution accommodates both US and Non-US based firms, ensuring versatility. Additionally, it features KBA for IRS compliance, and you can upload almost any document to gather signatures effectively. This comprehensive system not only boosts efficiency but also enhances client satisfaction, making it an invaluable asset for your practice.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

Pricing Details

$99 per month
Free Trial
Free Version

Pricing Details

$45 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BookingTimes

Country

Australia

Website

bookingtimes.com

Vendor Details

Company Name

Pascal Workflow

Country

United States

Website

www.pascalworkflow.com

Product Features

Massage Therapy

Appointment Management
Billing & Invoicing
Client Management
Email Marketing
Employee Management
Gift Card Management
Multi-Location
Point of Sale (POS)
Practice Management
SOAP Notes

Medical Scheduling

Appointment Management
Billing & Invoicing
Drag & Drop
Facility Scheduling
Multi-Location
No-Show Tracking
On Call Scheduling
Patient Records
Patient Scheduling
Physician Management
Recurring Appointments
Self Service Portal
Staff Scheduling

Patient Scheduling

Analytics/Reporting
Approval Process Control
HIPAA Compliant
Mobile Access
Notifications/Alerts
Online Scheduling
Patient Communications
Patient Intake
Patient Portal
Patient Records Management
Payment Processing
Reminders
SMS Messaging

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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