Consultations booked online, documents up front, and the season under control.
TerminJet is not just another online calendar. It is a scheduling engine for tax practices: clients book initial consultations, document checks and follow-up appointments themselves, upload their paperwork directly, and reschedule within your rules. You steer your capacity, even when everyone calls at once before a deadline.
What really costs a tax practice time
Not the booking, the missing documents
Setting an appointment is easy. It gets costly when the client shows up without their paperwork. TerminJet asks what the appointment is about right at booking and lets clients upload documents directly. The appointment happens fully prepared, not as a round-up for missing papers.
Phone chaos before the deadlines
Before filing deadlines, everyone wants an appointment at once. Instead of juggling that on the phone, clients book open slots themselves and reschedule or cancel within your rules. You spread the load evenly and the front desk keeps a clear head.
Your website stays the starting point
No third-party portal, no referral commission, no directory that promotes the practice next door alongside you. The entire booking flow runs white-label on your own domain, in your design, and in your own words.
The tax advisory template in detail
- Anbieter
- Advisor / Advisors
- Kund:in
- Client / Clients
- Termin
- Consultation / Consultations
Features that fit how a practice actually works
Documents right at booking
Receipts, tax assessments, partnership agreements, clients upload everything directly when they book. Preparation is under way before the appointment starts, instead of someone having to chase the paperwork by phone.
Initial consultation, document check and follow-up kept separate
Every appointment type has its own duration, its own fields and its own rules. A document check does not need 60 minutes, an initial consultation does. The template keeps the slots right-sized so the calendar does not get clogged.
Phone and video consultations as a fixed option
Many cases do not need an on-site appointment. Clients pick phone or video consultation directly. That saves travel, fills off-peak times, and makes your advisors more flexible to deploy.
Season control instead of peak crunches
Before deadlines, everyone pushes at once. With rules and released slots you spread demand more evenly across the week, instead of the front desk drowning in phone stress.
Reminders that cut no-shows
Automatic reminders by email and WhatsApp reduce no-shows. If someone cancels, the slot is released again in good time instead of going to waste.
Entirely in your own voice
Appointment types, instruction texts and confirmations are fully customisable. The practice communicates professionally and just as it always does, not in standard software wording.
How it works
- Schritt 01
An audit, not a sales pitch
You request a demo, a short form collects your key details, then we look together: how much time does scheduling cost before the deadlines, how often do clients show up without documents? You get a clear assessment, not a pitch.
- Schritt 02
Template tailored to your practice
We take the tax advisory template and set up advisors, appointment types, upload fields and rules around your real workflow. You are not buying empty software, you are getting a finished configuration.
- Schritt 03
Integrated into your website
The booking flow arrives white-label on your practice website. We handle integration, tracking and, on request, custom adjustments, so the right clients actually find the way to book.
- Schritt 04
Supported and optimised on an ongoing basis
As a digital agency in Germany, we stay on board: we measure, fine-tune rules and season logic, and optimise your capacity. Not just a login, but a partner.
Transparent pricing, setup included
Start
Pro
Scale
Frequently asked questions
Is TerminJet a tax advisor portal?
No. There is no directory and no commission-based referral. The booking flow runs white-label on your own practice website. Clients book directly with you, not on a platform where the competition is listed too.
Can clients upload documents already at booking?
Yes. Receipts, assessments or contracts can be uploaded directly when booking. That way the appointment is prepared and does not turn into a round-up for missing papers.
Does the system help against the phone stress before filing deadlines?
Yes. That is exactly what TerminJet is built for. With rules and released slots you spread demand more evenly across the week. Clients book, reschedule and cancel on their own, which takes the load off the front desk.
Can we offer phone and video consultations?
Yes. Phone and video consultations are their own appointment types in the template. Clients pick the right format directly at booking, which saves travel and fills off-peak times.
Do we have to handle the setup ourselves?
No. We set up the tax advisory template around your workflows, integrate it into your website and support it on an ongoing basis. You get a finished system, not an empty tool.