We Help Tax Pros Book More Appointments

A done-for-you booking page and marketing materials built for Tax Pros who want a full calendar this Tax Season. No extra software, no tech, just a proven way to get you more clients.

  • We've helped thousands of tax pros get more appointments — we know what works.
  • We build you a landing page with one clear goal: get people to book appointments with you. Also includes design files for flyers and business cards with a QR code that sends people to your page.
  • A one on one growth startegy session to find where in your local market you can find more clients and how to use your page to get them to book with you.
One client from this and it pays for itself. The rest is profit.

A Simple Proven Way to Book More Tax Appointments

This is a single, focused landing page and marketing materials designed to help you get more scheduled appointments.

Instead of sending people to a full website they won’t read, or not even having one, you send them to one clear page that does one thing: book tax appointments.

Once you sign up, you'l recieve a form asking for basic qestions, your address, your brand colors, services, your logo if you have one and we'll get to work building the page and marketing materials.

No portals. No CRMs. No learning curve.

Conecta
Bert - Tax Industry Insider

Built by a Tax Industry Insider

I spent a decade in the tax industry, helping over 30,000 Tax Pros grow and supporting 150+ offices nationwide.

I’ve seen what actually gets appointments booked and what wastes time. This setup is based on that real-world experience—simple, effective, and built for the chaos of tax season.

What You Get

We handle the tech. You handle the clients. Zero setup required on your part.

Professional Booking Page

A clean, mobile-friendly page that positions you as a legitimate tax office and drives appointments.

Appointment Booking Connected

We connect the page to the booking system you already use so clients can schedule easily.

Local Outreach Strategy Session

A one-on-one call showing you how to use this page with referrals, walk-ins, flyers, and local marketing.

Flyer & Business Card Designs

Print-ready designs with a QR code that sends people directly to your booking page.

How This Works

1

Sign Up Here

Click the link and complete your registration. You'll receive a form asking for basic info.

2

We build everything for you

Your booking page, setup, and designs are handled end-to-end.

3

1 on 1 - 30 minute Growth Session

We'll spend this time finding places and people near you to fill your calendar.

All it takes is one client to pay for the setup. The rest is profit.

Built for Tax Pros

This is for tax professionals who:

  • ✅ Want more booked appointments
  • ✅ Want some guidance and a game plan
  • ✅ Don't have a website
  • ✅ Want to be part of a community
  • ✅ Need something that works this tax season

NOT for Tax Pros that have too many clients or are already fully booked.

Tax Season Preview

Get Your Booking Page

$277

One-Time Setup

Booking page • Booking setup • Strategy session • Flyer & business card designs

One booked return pays for the setup. The rest is profit.

Get Started

Join hundreds of Tax Pros who are doing something different this year • No software • No domain required

FAQ

No. Everything is handled for you. We provide the hosting and the URL so you can start booking immediately.

Yes. We connect to what you already use (like Calendly, Acuity, or your CRM's booking tool).

No. This is a simple appointment-booking setup. There are no monthly subscriptions to us for this service.

Yes. If you want more automation later, you can build on top of this. This is the perfect foundation.

Simple setup. Clear message. More booked tax appointments.

Build My Page