Peak Booking / For tax advisors
The meeting is booked.But the documents are missing.
Many client meetings lose time because receipts are missing. With Peak Booking the client picks their concern, names an upcoming deadline and gets a note in the confirmation about what to bring. The tax advice itself stays yours, in the meeting.
Put the goal into words. Add perspectives and timing right below.
Two typical meetings. One clear preparation.
One tax practice / two typical meetings
From the concern to a prepared meeting.
- Beforehand
- Concern and deadline
- In the confirmation
- Documents to bring
- Afterwards
- Meeting on the existing client
Your client meeting
How would you prepare it?
Create a local note with neutral sample details. Please don't enter real client data; nothing is saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A prepared client meeting.
Draft · not yet put together
- The concerns
- Still open
- The deadline question
- Still open
- The preparation note
- Still open
Two meetings at the tax practice
Which concern is due?
Choose the concern. Questions, preparation and sample note follow the situation.
Existing client
A client wants to discuss the annual accounts. He has been here before.
- The action
- “Known contact” flow. He picks the concern, the confirmation names the documents, the meeting lands on his contact.
- The intent
- A meeting where the receipts are on the table.
The client note
- Concern
- Annual accounts
- Bring along
- Assessment, receipts, bank statements
- Contact
- Existing client, no duplicate
The example makes the flow clear. The product proof shows where it starts in Peak Booking.
To the product proofDoes this fit you?
A clear job. Clear limits.
A prepared
meeting.
This is where Peak Booking helps.
- You want to separate meetings by concern, with the right duration.
- You want to say beforehand which documents to bring.
- You want to spot urgent concerns before the meeting.
No tax advice
What Peak Booking doesn't do.
- Peak Booking gives no tax advice and doesn't calculate deadlines.
- Uploading documents and preparation questionnaires are planned, not available.
- Automatic reminders before the meeting are planned.
The next proof is the product
Set up the first concern as a test.
Create an “annual accounts” page with a document note and book yourself in test mode. That way you see what the client reads.
Start Peak BookingPeak Booking / Your next step
Good advice starts with good preparation.
Pick the concern booked most often with you. The right flow follows from it.
See the practice flow
For meetings without follow-up paperwork.
Meeting on the existing client
Frequently asked questions
Does Peak advise on tax questions?
No. Peak schedules meetings and sorts answers by your rules. Tax advice stays with you.
Can I limit meetings per day?
Yes. You set buffers, lead time, booking horizon and a maximum per day.
Does Peak send reminders before the meeting?
Automatic reminders and SMS are planned. Today the guest gets a confirmation e-mail with a calendar link, an .ics file and a link to reschedule or cancel.