Have Your Next CPA Meeting Scheduled for You Automatically for Free!

Scheduling a meeting with multiple people can be a time consuming process. When you are busy with tax season, you can have all this happen for you automatically. This is an easy process. Timebridge completes the management of responses and figuring out the best time for a meeting so you don’t have to for free!

Free Plan. All you have to do is register. Once you register it is easy enough to get started as there are prompts for everything you need to do.

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Drag and Drop Times Requested

Send 5 Optional Times. You send the best five times available to meet to one or more attendees. These are automatically marked out in your calendar as a tentative meeting times.

They Pick Time, Meeting Created. They get an email with the proposed times and click on what works for them. Once all people have responded then the tentative meeting times get replaced by an actual meeting time.

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Easily View Response Information

They Send 5 Optional Times. You can have your own calendar that you can send a link to any clients. They can then drag and drop the meeting times they want to propose. The clients don’t even have to register or login as a user to propose a time. Instead they confirm via a link sent to their email address.

You Pick Time, Meeting Created. An email is sent to you with the proposed times, you choose, and the meeting is created. This takes a lot of the back and forth that can happen via the phone or email.

Remote Meetings. If you opt for one of the paid plans then you can even host a remote meeting. You, and the meeting attendees, are given a link to the online location. You can share your screen, a whiteboard, and chat via voice or instant message.

When you need to create meetings with multiple people during a busy tax season it is nice having a lot of the work done for you. All that time you used to spend setting up the meeting can now be focused work you actually get paid to do.

Have your own ideas on how to schedule meetings when you are busy? Share with other readers by filling out the comment form below.

Free Task Manager for any CPA to Stay Organized During the Tax Season

The new year brings fresh ideas and new tasks to execute. What if you used a free task manager to help you get organized and stay that way throughout the new year? Toodled is an online task manager tool that helps you follow through on your goals.

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Toodled is a Free Online Task Manager

There is a lot to Toodled including Files, Goals, To Do List, Hotlist, Notebook and more. What makes this particular free task manager so handy are the ability to share, mobile features, and scheduling.

Sharing. A lot of  task managers that charge a monthly cost tout the ability to collaborate with others to get projects done. You can do the same for free with Toodled. A group of people can share their list with each other until a project is complete.

Mobility. If you prefer to work on the go chances are your favorite mobile device is supported. In addition to your smart phone if you prefer to have a hard copy you can print out a booklet and keep your to-do list in hand for the day.

Scheduling. One of the limitations of task managers is the ability to have reoccurring tasks. Not only does Toodled have recurring tasks but it also can tell you what to do if you tell it how much time you have available. It does this by analyzing, “your due-dates, priorities, time estimates, last modified dates, and other characteristics to determine the best use of your time.”

The start of year can be busy with a lot of short deadlines. Take a moment to organize the year for free and thank yourself later.