Appointment Reminders

Taxaroo, by default, sends out an automated email reminder before the scheduled appointment. 

Here are directions on how to find email reminders in your email inbox

Step 1:
 Log in to your email inbox
Step 2: Search inbox for <>
Step 3: Taxpayers should see an email informing them of a requested appointment with the date and time. The client has the ability to either accept or reject the invite.

Important: Preparers should also receive an email confirming they've scheduled an appointment with the client, including the scheduled date and time. You can either join from the email or by logging into your account, clicking on the appointments module, clicking on the scheduled appointment, and clicking goes to the meeting.