Appointment booking system for tax advisors, book initial consultations and annual accounts online
Clients book their initial consultation or annual accounts appointment themselves, around the clock, on your own website. When a high-value appointment falls through, the engine refills it automatically from your waitlist.
The client wants to book tonight, but your front desk closed hours ago
Prospects often look for a tax advisor in the evening or at the weekend. With no bookable appointment, they move on to the next firm. And a cancelled annual accounts appointment is lost, billable advisory time.
- Enquiry by email or voicemail, a callback only days later
- Back and forth by phone until an initial consultation is set
- When a client cancels the annual accounts appointment at short notice, the slot stays empty
- Nobody calls down the waitlist to fill the gap
- The client books the initial consultation or annual accounts appointment themselves, even at 10pm
- The right appointment length for each consultation type is preset, no coordination needed
- Reminders by WhatsApp/SMS reduce last-minute cancellations
- When an appointment falls through, the free slot is refilled automatically from the waitlist
A cancelled annual accounts appointment is expensive advisory time, not a free afternoon
At tax advisory firms, a no-show does not cost 30 minutes, it costs a large, billable block of advisory time. This is exactly where our engine comes in: when a client cancels, the freed-up appointment is offered automatically to the matching contacts on your consent-based waitlist. Whoever confirms first gets the slot.
Real appointment types instead of a generic calendar
Initial consultation
Its own booking type with the right length and lead time. Prospects pre-qualify through the intake form before the appointment is set.
Annual accounts and tax returns
Longer advisory blocks with a document checklist in the confirmation, so the client arrives prepared.
Ongoing advice and follow-up appointments
Recurring appointments for existing clients, without the front desk coordinating appointments by hand.
The intake form feeds the engine
The embeddable booking form runs as an iframe on your website and passes the data straight to the engine.
Reminders by WhatsApp/SMS
Automatic, consent-based reminders reduce last-minute cancellations ahead of important advisory appointments.
Less phone load
Fewer calls to schedule appointments. Your team wins back time for the actual client work.
You advise clients, the agency sets up the system
- Schritt 01
A tax advisory template as the starting point
We start with a ready-made industry template: initial consultation, annual accounts, follow-up appointments, suitable lengths and reminder texts are already in place.
- Schritt 02
Adapted to your firm
Branding, consultation types, opening hours and the slot recovery rules are tuned to your firm and installed on your own domain.
- Schritt 03
Embed and go live
The booking form is embedded as an iframe on your website. From then on clients book themselves, and cancelled appointments are refilled automatically.
TerminJet versus a classic booking tool or portal
Many tools accept bookings. The difference lies in what happens on a cancellation and who owns the client relationship.
| TerminJet | Standard booking tool | Portal | |
|---|---|---|---|
| Runs on your own domain | teilweise | ||
| Refills free appointments automatically | teilweise | ||
| Appointment types preconfigured for tax advisory work | |||
| No commission per client | |||
| EU/Hetzner hosting, GDPR-compliant | teilweise | teilweise | |
| Full setup by the agency |
Client data belongs in a protected environment
Your instance and all client data sit on servers in Germany, not on a shared platform.
Sensitive data is stored encrypted. Reminders only go to contacts with documented consent.
No shared SaaS account: you get your own system on your domain, with your branding.
Common questions from tax advisory firms
Can clients book different consultation types separately?
Yes. Initial consultation, annual accounts, tax return and follow-up appointments are set up as their own appointment types, each with a suitable length, lead time and confirmation text. The client picks the right one directly.
What exactly happens when an important appointment is cancelled?
The freed-up slot is offered automatically to the matching contacts on your consent-based waitlist over WhatsApp or SMS. The first to confirm takes the appointment. Your team does not have to chase anyone by phone.
Does this run on our own website or on a portal?
On your own domain. The booking form is embedded as an iframe on your firm's website. TerminJet is not a portal like Doctolib or Jameda, the client relationship and the data stay with you.
Is this compatible with data protection for client data?
The system is built with GDPR in mind: EU/Hetzner hosting in Germany, AES-256 encryption of sensitive data and documented consent for all messages. You get your own instance, not a shared account.
Do we have to set this up ourselves?
No. The agency sets up the system with the tax advisory industry template, adapts branding, consultation types and the slot recovery rules, and embeds the form on your website. You go live fully configured.
Do we pay a commission per client?
No. TerminJet is your own booking system, not a referral platform. There is no commission per booked appointment or referred client.
This is how your clients book an initial consultation
This is the same booking form we embed on your website. It passes every booking straight to the engine, including the waitlist and automatic refilling.