We created and host this website. We can do the same for your business. We operate information technology systems and tools that manage millions in tax dollars.
With such a "seasonal business", we are forced to actively seek ways to increase efficiency in order to realize the greatest output in a ten week period each year. A good example is our secure online appointment scheduler.
Scheduling Your Appointment Online
Many of our clients find it more convenient than calling and having a conversation. The client can cancel, change their mind, change to a different date and time or simply stop and come back to it later if they need to.
In addition to the many benefits to the client, the secure online appointment scheduler has benefits for my firm. It removes a very large amount of time consuming workload from my front-office staff. It reduces conflicts by eliminating the possiblity of double or over booking due to human error.
Our system sends an email confirmation with the date and time of the appointment and provides a link for the client to cancel or reschedule should something come up. It also sends a text message and email reminder the day before the appointment.
Now, when a popular news story about taxes is aired on TV and lots of people have the same idea, "hey, I should schedule my tax appointment." It doesn't matter if 50 or 100 clients are scheduling at the same time. It also doesn't matter if it's during the 10 o'clock news at night!
Secure Client Portal
Obtaining and storing your copies of tax returns can actually be more secure in digital format than paper. Now you can clean out that filing cabinet, closet or attic space at home! And, when you need to provide a copy to a third party, like your banker or a lender, they will have it in minutes rather than days.
It's all about you, and how we can serve you better!
At Cook & Co. we believe the continuous improvement of the processes and systems that support our mission are crucial to our success. We've been reasonbly successful by any standard and have utilized our technology resources to assist business clients in developing and furthering their own business interests.