Scheduler

Let clients schedule appointments without the back-and-forth.

Every appointment scheduled by email is a conversation that didn't need to happen. A prospect asks for a consultation. You suggest a time. They're unavailable. Three emails later, you have a meeting.

TaxRes CRM includes a public booking page where clients pick their own time, receive an automatic confirmation, get reminded before the appointment, and can reschedule or cancel without calling. The moment someone books, a lead record is created in the CRM.

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The Problem

Scheduling by email costs more time than it should

A resolution practice schedules consultations, case reviews, document signings, and follow-up calls. Without a self-service booking option, every appointment requires coordination — email threads, phone calls, manual calendar management.

Prospects wait hours or days for a response before booking.
Staff spend time on scheduling logistics instead of casework.
Appointments are confirmed but never added to a lead record.
Reminders have to be sent manually or not at all.
Reschedule requests create more back-and-forth.

The Solution

A booking page that handles scheduling automatically

TaxRes CRM includes a public-facing booking page your firm can share with prospects and clients. They choose the appointment type, pick an available date and time, and confirm. A lead record is created immediately. A confirmation is sent. Reminders fire at 24 hours and 1 hour before the appointment. Reschedule and cancel work from the confirmation link.

Built by a practicing tax-resolution professional. Refined every day through real client work. Learn more →

Why It Matters

Speed matters when someone is looking for help

A prospect searching for IRS resolution help often contacts multiple firms. The first firm that lets them book immediately has an advantage. A public booking link means someone can schedule a consultation at 11pm without waiting for a response — and show up already logged as a lead in the CRM.

When appointments become leads automatically, nothing falls through the gap between your calendar and your case management system.

How It Works

Share a link. Clients do the rest.

The booking page supports multiple appointment types so clients book the right kind of meeting from the start.

Appointment Types

Free Consultation

Case Discussion

Tax Investigation Review

Document Signing

Follow-Up Call

In-Person Meeting

Booking Page

Public link, no login required

Share your booking URL on your website, in emails, or anywhere clients need to schedule. They pick a type, choose a time, and confirm — no account needed.

Lead Creation

Every booking becomes a lead

The moment someone books, a lead record is created with their name, email, phone, and appointment details — no manual entry required.

Confirmations

Immediate confirmation every time

Clients receive an email confirmation the moment they book. Nothing needs to be manually confirmed.

Reminders

Automated reminders reduce no-shows

Reminder emails and SMS messages fire automatically at 24 hours and 1 hour before the appointment — without any staff involvement.

Self-Service

Clients manage their own appointments

Reschedule or cancel from the confirmation link. No phone calls, no email threads, no manual calendar changes.

Payments

Optional payment at booking

Collect a consultation fee or deposit at the time of booking through Stripe. Clients pay before the appointment, reducing no-shows.

Who Benefits

Any firm that schedules appointments with clients

Solo practitioners can share a booking link and stop managing calendar requests by email. Growing firms eliminate scheduling back-and-forth for every consultation and case review. Administrative staff focus on casework instead of calendar coordination. Because every appointment automatically creates a lead record, the firm always has an accurate picture of incoming prospects — even outside business hours.

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