System Features & Capabilities
Smart Calendar Management
I provide a comprehensive scheduling system designed specifically for tax professionals:
Calendar Administration
- Dynamic availability settings with customizable working hours
- Seamless integration with major platforms (Google Calendar, Outlook, iCal)
- Intelligent time slot blocking for unavailable periods
- Configurable buffer times between appointments
- Custom meeting duration templates (30 min, 60 min, custom)
Client Scheduling Experience
- Intuitive booking interface displaying only available slots
- Purpose-driven meeting categorization:
- Tax planning sessions
- Review meetings
- Consultations
- Flexible location options:
- In-person meetings
- Phone consultations
- Video conferences
- Automated video conferencing links (Zoom, Teams, Google Meet)
- Custom intake forms for meeting preparation
Automated Notifications
- Instant meeting confirmation to all parties
- 5-minute reminder alerts (system and email)
- Intelligent rescheduling workflows
- Automated cancellation handling
- Meeting follow-up system
Calendar Features
- Recurring meeting configuration
- Calendar export capabilities
- Comprehensive meeting history
- Post-meeting automation tools
Document Management System
Year-Based Organization
- Hierarchical folder structure by tax year
- Categorized sub-folders:
- W-2s
- 1099s
- Receipts
- Supporting documentation
- Version control system
- Enterprise-grade encryption (at rest and in transit)
Document Handling
- Native preview for common formats (PDF, DOCX, XLSX)
- Bulk upload functionality
- Advanced search capabilities:
- Document name
- Type
- Content
- Custom tagging system
- Configurable storage quotas per client
Financial Management
Invoice System
- Custom template creation
- Automated numbering
- Status tracking:
- Draft
- Sent
- Viewed
- Paid
- Overdue
- Multiple payment integrations:
- Credit card
- ACH
- PayPal
- Recurring invoice automation
- Late payment reminder system
Financial Tools
- Comprehensive reporting
- Analytics dashboard
- Document attachment capability
- Export options (PDF, CSV)
Communication Hub
Messaging Center
- Topic-based threaded conversations
- Rich text formatting
- Secure file sharing
- Read receipt tracking
- 6-hour view notification
- Message categories:
- Urgent
- General
- Question
- Template library
- Advanced search
- Archival system
Notification Framework
- Interactive notification center with count display
- Category organization:
- Documents
- Messages
- Invoices
- Priority system:
- Urgent
- Important
- Normal
- Historical logging
- Bulk action support
- Customizable email digests:
- Instant
- Daily
- Weekly
- Mobile push notification support
Client Experience
Secure Portal
- Multi-factor authentication
- Personalized dashboard
- Document management:
- Upload
- Download
- Historical access
- Invoice management
- Integrated messaging
- Profile customization
- Appointment scheduling
- Tax status monitoring
Administrative Control
Management Dashboard
- Comprehensive client activity overview
- Client lifecycle management
- Bulk operations
- Role-based access control
- System configuration
- White-label options
- Analytics suite
- Activity audit logs
- Data export tools
Document Request System
Request Management
- Template-based forms
- Due date tracking
- Automated reminders
- Status monitoring:
- Pending
- In progress
- Completed
- Bulk request capabilities
- Follow-up automation
- Contextual notes
- Tax scenario templates
- Year-end organizer generation
Email Integration
Email Management
- Automated message forwarding
- Custom template system
- Format options:
- HTML
- Plain text
- Scheduled sending
- Tracking capabilities:
- Delivery
- Opens
- Conversation continuity
- Rule-based filtering
- Access control lists
- SMTP integration
System Infrastructure
Security & Compliance
- HIPAA compliance
- Tax data security
- Automated backup system
- Comprehensive audit logging
Technical Architecture
- Mobile-responsive design
- API availability
- Scalable infrastructure
- Peak load handling
- Cross-browser support
- WCAG 2.1 accessibility compliance