Appointment Reminders

By default, Taxaroo automatically sends an email reminder before the scheduled appointment.

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

Step 1: Access your email inbox and log in.

Step 2: Taxpayers will receive an email notification regarding a requested appointment, containing the date and time. The client can then choose to accept or decline the invitation.

Important: Preparers will also receive an email confirming the scheduled appointment with the client, providing the date and time details. You can join the appointment directly from the email or log into your account, proceed to the appointments module, select the scheduled appointment, and click on "Go to the meeting."

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