Planning software for tax consultants

See exactly how much your tax consultancy makes, what your clients schedule most and even learn how they made their appointment.

In just a tap your clients become regulars. Get the best date and time for the next appointment. No upcoming appointment? You and your clients are reminded to schedule a tax consultation again.

Add options, durations, variations, preparation time, cleanup time and your duration to help your clients schedule.

Some appointments don’t require your attention the whole time, so you can help another client.

Decide the exact cutoff time for when clients can schedule a tax consultation, giving you full control over availability and scheduling.

With Smart Suggestions, you can streamline your schedule by offering clients a curated selection of the best available times, making it easier for them to schedule. Alternatively, you can opt for Show All Slots, which highlights the most optimal time slots first but also allows clients to explore the full list of available options.

Coming soon, you’ll also have the option to restrict bookings to Top of the Hour times, giving you even more control over your schedule and helping you cluster appointments efficiently.

Hide tax consultations so you can only schedule them for your customers.

Add your link to your website and socials. A link in bio could boost the appointments of your office up to 40%.

Create personalized emails for appointments to engage clients and strengthen your business.

Add Vev to your website with two options: a popup booking button or a fully embedded booking widget for seamless client acquisitions.

Add a cover to your header that matches your office. Impress your clients of your tax consultancy even more.

Make it easy for your clients to schedule tax consultations by placing your QR code on flyers, business cards, stickers, posters, or any other visible spots in your office. With just a quick scan on their phone, they can access your services effortlessly, no extra steps needed.

Set up a clear policy that outlines your terms for bookings, cancellations, refunds, and any additional fees. Defining these guidelines helps manage customer expectations and reduces the risk of disputes.

Write a catchy slogan or description that highlights what makes your tax consultancy special. This helps your clients share and recommend you to others.

Set the tone for your page by choosing colors that represent your office. These will create a cohesive look across your page, tools, and emails, aligning everything with your unique brand.

Add the profiles of your office from Instagram, Facebook, TikTok, X, and your website to connect with clients and expand your online reach.

Have your clients put down a deposit to get their appointment. This has proven to reduce no-shows.

Accept contactless payments with only your iPhone. No extra terminals or hardware needed.

Let your clients scan your QR for you to get paid. Vev will keep track of who has paid for their tax consultation so your tax consultancy administration is always up to date.

It's easy to give your client a discount on their tax consultation. Choose a percentage or fixed amount. Whatever works best for your tax consultancy.

Add a percentage or fixed amount to the price of the appointment, in the simplest way possible for you as a tax consultant.

No need to fill in the amount again. Or sync, connect and pay for that extra device in your office. Simply use your phone to have clients pay for their tax consultations on the spot.

Choose if clients who've paid ahead will automatically be refunded when their appointment is cancelled.

Payments are set up very easy. So you can get paid out of the gate.

Set up a clear policy that outlines your terms for bookings, cancellations, refunds, and any additional fees. Defining these guidelines helps manage customer expectations and reduces the risk of disputes.

You decide when your office is open (or closed) for appointments.

Let your clients pick a time that suits them best, while you stay in control by deciding how strict or flexible your scheduling rules are.

Plan when you want a fixed break. Looking for more flexibility? Turn on smart breaks.

Got a personal appointment? With just a tap you can block time off. This way clients can't make an appointment.

Want to stay open on public holidays or take a well-deserved vacation? You’re in full control of your office’s hours.

Decide the exact cutoff time for when clients can schedule a tax consultation, giving you full control over availability and scheduling.

Access your sales records by day—whether it’s historic data, today’s sales, or future bookings.

Set up the number of clients you can have at the same time.

Automatically sync (one way) your appointments to your personal calendar app.

Set up your booking horizon, this let you define how far in the future clients are able to schedule tax consultations.

Some appointments don’t require your attention the whole time, so you can help another client.

When your client makes an appointment, cancelation or change you will receive a notification.

With Smart Suggestions, you can streamline your schedule by offering clients a curated selection of the best available times, making it easier for them to schedule. Alternatively, you can opt for Show All Slots, which highlights the most optimal time slots first but also allows clients to explore the full list of available options.

Coming soon, you’ll also have the option to restrict bookings to Top of the Hour times, giving you even more control over your schedule and helping you cluster appointments efficiently.

Export data from your office effortlessly on a monthly or yearly basis. Get detailed insights into all your appointments, including tax details, providing you with everything you need to stay informed and in control.

See exactly how much your tax consultancy makes, what your clients schedule most and even learn how they made their appointment.

On the day of the appointment, your client receives a reminder from you. It's send automatically and includes all the information of their tax consultation.

Every month we email you analytics of last months' appointments, cancelations, most popular tax consultations and revenue. This way you know exactly how your office is doing.

Add your link to your website and socials. A link in bio could boost the appointments of your office up to 40%.

Make your administration of your office run smooth.

There's a lot more coming in Vev+ that will make doing business even easier. But we keep those under wraps for the moment.

Create personalized emails for appointments to engage clients and strengthen your business.

Creating the right mix of tax consultations is essential to attract and retain clients—but it doesn’t have to be complicated. Our suggestions are here to guide you every step of the way. With personalized recommendations based on industry trends and your tax consultancy, you can quickly set up a winning selection of offerings. Let us help you create the perfect lineup so you can focus on growing your tax consultancy.

See exactly who will get what tax consultation, and at what time the appointment is due.

See exactly how much your tax consultancy makes, what your clients schedule most and even learn how they made their appointment.

Your daily overview of clients. Showing you exactly who's you will see today, and an easy way to let you schedule again.

See exactly where and at what time you need to deliver tax consultations. Everything shown on an interactive map to make it crystal clear for you!

When your client makes an appointment, cancelation or change you will receive a notification.

Automatically sync (one way) your appointments to your personal calendar app.

Every month we email you analytics of last months' appointments, cancelations, most popular tax consultations and revenue. This way you know exactly how your office is doing.

Set up a clear policy that outlines your terms for bookings, cancellations, refunds, and any additional fees. Defining these guidelines helps manage customer expectations and reduces the risk of disputes.

Clients can change the time of their upcoming appointment as long as the cancelation deadline hasn't passed.

Clients can add the appointment to their calendar. This way they receive a notification before their tax consultation. The address, travel time and link to their confirmation page can be found in the event details.

After clients schedule tax consultations, they get a pass for their digital wallet. When added they get a notification on their phone at the right time. The pass contains all the details like; date, time, location, total cost, payment details and link.

Every appointment, cancellation, change and reminder is automatically sent to your clients. Emails are sent in your style so they feel familiar to your clients.

For tax consultants it's super handy to have all the details of clients at their finger tips. Allowing you to send a text, call or email whenever you need.

Set a deadline for when clients can cancel for free, giving you more control over your schedule and protecting your time. When a cancellation is made, clients will automatically receive an email with a link to easily schedule their next tax consultation with your tax consultancy, ensuring a smooth and professional experience.

See exactly what tax consultation your client scheduled before.

Effortlessly collect reviews from your customers, which will soon appear directly on your page for everyone to see.

See or find your most valuable clients. This lets you build relationships and get more appointments.

Edit client details, merge and remove to keep your client list up to date.

For tax consultants it's super handy to have all the details of clients at their finger tips. Allowing you to send a text, call or email whenever you need.

Add notes about your clients. These notes show up around the appointment, so you can pick up the conversation with your client where you left off last time.

Your daily overview of clients. Showing you exactly who's you will see today, and an easy way to let you schedule again.

In just a tap your clients become regulars. Get the best date and time for the next appointment. No upcoming appointment? You and your clients are reminded to schedule a tax consultation again.

It's your data. The client information is yours. Vev doesn't sell, resell, target or advertise with the data from your tax consultancy. Of course not!

See exactly what tax consultation your client scheduled before.