借助以下方案赢得更多客户 面向税务公司的 AI 排期
Hubpoint 让潜在客户更容易说“可以”。清晰预约、温和提醒，以及如高端礼宾服务般专业的流程体验。
- Document requests and reminders in one place
- Clear scheduling for busy season and year-round clients
- No card payment needed to get started
无需银行卡付款即可开始——我们可以先谈谈。
结果hubpoint 驱动器
On-time filings
Automated reminders keep clients on schedule.
Admin workload
Fewer calls and emails with one clear booking flow.
Client retention
Year-round touchpoints make clients feel cared for.
值得信赖 具有前瞻性的团队
对于非技术团队来说很容易
Hubpoint 让事情变得简单：清晰的预订流程、友好的提醒以及一个管理您一天的地方。
Book tax prep sessions
Offer clear appointment types so clients choose the right service.
Collect documents on time
Automated reminders bring in receipts without repeated calls.
Stay close to clients
Follow-ups and check-ins keep clients year-round.
专为现代 税务公司 打造的自动化
hubpoint 通过针对 税务团队 调整的工作流程连接每个客户接触点（从发现到重复访问）。
Season-ready scheduling
Set busy-season hours, buffers, and appointment types without spreadsheets.
Document collection made easy
Request forms and receipts with simple reminders clients understand.
Friendly nudges
Keep clients informed with helpful reminders and follow-ups.
Secure client intake
Collect details safely with permissions your team can trust.
税务团队 的连接工作流程
每个步骤都是可定制的，无需工程。在几分钟内启动工业级自动化。
Define tax service types
Set up personal, business, and advisory sessions with clear prep steps.
Share a booking link
Clients book in minutes and receive next-step instructions immediately.
Automate document requests
Send document checklists and reminders without extra admin.
Track client progress
See who is booked, who has submitted, and who needs a follow-up.
只需三个简单步骤即可设置
我们指导您的团队完成每一步，无需任何技术技能。
Add your services
List tax prep, advisory, and review sessions in plain language.
Set your busy-season hours
Control availability while keeping things fair for clients.
Send the booking link
Email or text one simple link to get clients scheduled.
税务顾问凭借 hubpoint 蓬勃发展
了解像您这样的团队如何通过 hubpoint 自动化来扩大收入和保留率。
“Clients book quickly because the flow is clear and convincing — like a trusted guide through tax season.”
Nora Ibrahim
Managing Partner, ClearPath Tax
“We finally stopped chasing documents. Hubpoint keeps us in touch and clients feel supported.”
Alex Wu
Owner, Ledgerwise Advisors
常见问题
为想要快速、自信地启动的团队提供答案。