Appointment Booking and Client Follow-Up System for a Tax OfficeAppointment Booking and Client Follow-Up System for a Tax Office
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I spent the last few days on the @Lovable challenge, and I picked a business I think about every tax season: the one-person tax office.
Mine is called Hartwell Tax & Bookkeeping, in Montclair, NJ. Claire Hartwell runs it alone. No front desk, no assistant, and two crazy rushes a year. Her real problem isn't the taxes. It's everything around them: phone tag just to set a time, clients who show up without half their documents, and no-shows that leave an hour she never gets back.
So I built her a system where a client can go from "can I book with you?" to "you're booked" in about two minutes, at 10 p.m., without calling anyone. They see real open times, pick in person or video, and answer a few quick questions that tell them exactly what to bring.
After that, Claire doesn't chase anyone. The confirmation, calendar invite and video link go out on their own. So do the reminders about missing documents, the offer to move to a later time if someone isn't ready, the message to the waitlist when a slot opens, and the nudge when someone starts booking and doesn't finish. She opens one screen in the morning and only sees what actually needs her.
You can also try it yourself. Test with your own email and the real emails will land in your inbox: https://hartwell-tax-bookkeeping.lovable.app
To see owner's side visit here. There's a built-in demo mode that fills her week with sample clients in every stage, and a phone preview that shows every email exactly as the client gets it.
Built entirely in Lovable. #lovablechallenge
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Matthew's avatar
🐐🐐🐐🐐
Mine Canan's avatar
🙂‍↕️🙂‍↕️
Cemre's avatar
Perfect
Inci's avatar
amazingo product man ! Absolute 🐐🐐🐐
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