Create new clients in Taxaroo from new appointments in Acuity Scheduling
Easily manage your client appointments and accounts with this efficient workflow. When a new appointment is booked in Acuity Scheduling, it instantly creates a new client in Taxaroo, saving you the time of manual data entry. Keeping your scheduling and tax services connected has never been this seamless.
Easily manage your client appointments and accounts with this efficient workflow. When a new appointment is booked in Acuity Scheduling, it instantly creates a new client in Taxaroo, saving you the time of manual data entry. Keeping your scheduling and tax services connected has never been this seamless.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Client
Creates a client in the system.
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