TimeTap makes booking meetings a breeze - so you can spend less time making appointments, and more time supporting clients! Whether you're a financial advisor, accountant, or tax preparer, TimeTap is the smart way to schedule.
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If you need one thing, it's more time in the day to manage accounts, prepare for meetings, and keep up with the markets. Take back the time you typically spend scheduling meetings by empowering your clients with TimeTap.
With TimeTap you can:
Powerful software can take your practice to the next level. TimeTap can automate your scheduling tasks, streamline communication with clients, and add time back into your day - the time you need to be a savvy, client-centered, successful financial professional.
Get started today with these features and more:
Let clients book an appointment on your personal booking page when they're ready. By automating your booking process, you can spend more time helping clients reach their goals.
Advisors know that if their clients never take action, they'll never reach their financial goals. With reliable communication and customizable follow-up emails, it's easier to make sure your clients follow through.
Set up screening questions to prevent unqualified bookings until certain requirements are met.
By using smart scheduling, you'll have more time to communicate with your clients about their financial goals and challenges. TimeTap's email & text communication builds trust and helps move them forward.
Set up automated emails for appointment follow up, next steps or annual appointment reminders. Customize your messaging and the timing for generating them.
Get custom staff, client, and invoice reports sent to your email as often as you need them. Collecting the right information takes time - so we do it for you.
TimeTap is an integral part of my business, and I can't imagine working without it. From easy rescheduling and text reminders to calendar syncing, it saves a ton of time! I have nothing but good things to say about TimeTap!
Adrienne C.
Investment Advisor
Let clients schedule on-site or online meetings to discuss their 401(k) options. They can tell you about their goals, risk tolerance, and more - even if you live in different time zones!
Keep clients on track to reach their financial goals with regular meetings you can schedule online in advance. Review milestones and talk through spending habits without worrying about the logistics.
Set yourself apart from the crowd by scheduling meetings, appointments, and seminars online. Spend more time focusing on clients and less time booking appointments.
Make next year's tax season even more efficient by securely managing client information and scheduling their annual meetings all in one place. Pick up where you left off or kick off with a new client using TimeTap.
We know that security and keeping sensitive data private is crucial in your industry. It is for us too. That's why we've created a comprehensive and compliant scheduling software that is not only HIPAA and SOC-2 compliant, but GDPR certified too.
We offer a fully configurable scheduling software that can scale your entire organization.