Tax Prep

Tax Prep booking — FAQ

How do I take online bookings with the Tax Prep template?

Create a ClickReserv account, pick the Tax Prep template, and you get a branded booking page where clients choose a time and pay online — no phone tag, no double-bookings. Most owners are live the same day.

Is the Tax Prep booking template free?

The Tax Prep template itself costs nothing to apply — but ClickReserv is a paid platform: a free 14-day trial, then $29/mo, with no setup fee and no long-term contract. You upgrade only when you want extras like multiple staff, marketing tools, or a point of sale.

Can customers pay when they book?

Yes. You can require full payment or a deposit at checkout, or simply keep a card on file. Payouts land in your bank account, and you always set your own prices.

Can I customize the Tax Prep template?

Completely. The starter menu is just a starting point — rename services, set your own pricing, add your logo and brand colors, and the page is yours.

What's included in the Tax Prep starter menu?

The Tax Prep template comes with 5 ready-to-edit services spanning about $150–$600, so you can publish a complete booking page immediately and fine-tune pricing to match your market.