Manage Your
Relationships, Not
Your Schedule

TimeTap makes booking meetings a breeze - so you can spend less time making appointments, and more time supporting clients! Whether you're a financial advisor, accountant, or tax preparer, TimeTap is the smart way to schedule.

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TimeTap Scheduling Dashboard

Time is Money. Spend Yours Wisely.

If you need one thing, it's more time in the day to manage accounts, prepare for meetings, and keep up with the markets. Take back the time you typically spend scheduling meetings by empowering your clients with TimeTap.

With TimeTap you can:

  • Capture leads & turn them into clients by booking sales meetings right on your website
  • Empower clients to book meetings with you online using your personalized booking page
  • Learn about your client's financial goals before you meet
  • Get a clear vision of your schedule every day - even as meetings shift
  • Communicate efficiently and review communication logs to stay up to date on each client and prepared to jump back into past discussions
  • ….and so much more
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The Smartest Way to Schedule

Powerful software can take your practice to the next level. TimeTap can automate your scheduling tasks, streamline communication with clients, and add time back into your day - the time you need to be a savvy, client-centered, successful financial professional.

Get started today with these features and more:

Customizable Online Scheduler

Let clients book an appointment on your personal booking page when they're ready. By automating your booking process, you can spend more time helping clients reach their goals.

Automated Messaging

Advisors know that if their clients never take action, they'll never reach their financial goals. With reliable communication and customizable follow-up emails, it's easier to make sure your clients follow through.

Streamlined Communication Tools

Set up screening questions to prevent unqualified bookings until certain requirements are met.

Client Management System

By using smart scheduling, you'll have more time to communicate with your clients about their financial goals and challenges. TimeTap's email & text communication builds trust and helps move them forward.

Secure Payment Portal

Set up automated emails for appointment follow up, next steps or annual appointment reminders. Customize your messaging and the timing for generating them.

Automated reports

Get custom staff, client, and invoice reports sent to your email as often as you need them. Collecting the right information takes time - so we do it for you.

Financial Conversations

TimeTap is an integral part of my business, and I can't imagine working without it. From easy rescheduling and text reminders to calendar syncing, it saves a ton of time! I have nothing but good things to say about TimeTap!

Adrienne C.

Investment Advisor

Used by Financial Professionals Like You

Retirement Advisors

Let clients schedule on-site or online meetings to discuss their 401(k) options. They can tell you about their goals, risk tolerance, and more - even if you live in different time zones!

Budget Coaches

Keep clients on track to reach their financial goals with regular meetings you can schedule online in advance. Review milestones and talk through spending habits without worrying about the logistics.

Financial Advisors

Set yourself apart from the crowd by scheduling meetings, appointments, and seminars online. Spend more time focusing on clients and less time booking appointments.

Tax Preparers

Make next year's tax season even more efficient by securely managing client information and scheduling their annual meetings all in one place. Pick up where you left off or kick off with a new client using TimeTap.

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Safety, Security, Success

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We know that security and keeping sensitive data private is crucial in your industry. It is for us too. That's why we've created a comprehensive and compliant scheduling software that is not only HIPAA and SOC-2 compliant, but GDPR certified too.

Need an Enterprise Ready Solution?

We offer a fully configurable scheduling software that can scale your entire organization.

  • Multiple locations
  • Tiered accounts
  • Custom security
  • SSO login
  • Fully configurable
  • Custom built reports
  • Dedicated account manager
  • Tiered admin permissions

Want to see how TimeTap can meet your needs? Let us help!

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