SIMPLE PRICING
$199/month
per office, annual contract
Unlimited Users.
Unlimited e-signatures.
Document Storage Included.
A single low, predictable expense.
MAKE IT EASY FOR YOUR TEAM
Schedule appointments, assign them to a specific employee and location and configure them to recur annually
Receive in-app or email notifications when a client uploads their tax documents
Communicate directly with clients via chat or messaging to ask or answer questions or request info
Send push notifications if info is missing, a client’s return is complete, or payment is due
Collect payment more quickly and without sending paper invoices–clients can’t download their return until they’ve paid
Add notes on client records to share pertinent info with colleagues
Deliver exceptional digital-first customer experience that puts you ahead of the pack
In a consumer’s mind, you’re only as good as their last interaction with you. Our secure, white-labeled app puts your practice at your clients’ fingertips and makes working with your firm clear and frustration-free.
Your clients can:
- Set up their appointments based on your pre-selected availability
- Upload tax documents on their phone just by snapping a photo
- Ask questions via in-app chat in real time
- Get on-demand updates on the status of their return–no need to call or email
- E-sign their returns & pay through the app via ACH or credit card–goodbye to paper invoices or in-person payment
Run a more productive and profitable practice
while cutting down on manual admin
No more bottlenecks or to-dos that don’t get done. Take your manual workflow processes digital and get your team working smarter vs. harder.
- Customize task templates and workflows to reflect exactly the way your practice works
- Assign tasks, track their status and manage employee bandwidth to make sure you’re distributing work effectively
- Use your at-a-glance dashboard to get granular insight into revenue, appointments, tasks and goals organized by day, week or month
- Leverage Pacesetter’s dynamic calendar to see daily, weekly and monthly appointments for you and your team