BookMe by MetaTaxPro
Your tax business growth and production platform.
Manage leads, track preparer performance, access MetaTaxPro University, and get support from AskOlivia — all in one place.
One Platform
Everything you need to grow and produce
Manage Leads
Capture every name, log every conversation, and keep follow-ups visible so no prospect falls through the cracks.
Track Preparer Performance
Daily scorecards, appointment rates, returns filed, and Road to 100 pace for each preparer and team.
MetaTaxPro University
Access the 100-Return Preparer Certification program and 25+ IRS-compliant modules from inside the platform.
AskOlivia Support
Get answers and guidance from AskOlivia, your built-in support assistant, whenever you need help.
What BookMe Is
The University teaches.
BookMe executes.
Most tax preparers complete a course, get their PTIN, and then have no idea what to do next. They have knowledge but no system. They have motivation but no mechanism to turn it into production.
BookMe is the operational interface for the MetaTaxPro University PRODUCTION module. The learning management system teaches you tax law, software, and business skills. BookMe puts that knowledge to work — in the field, every day, with every prospect.
This is what separates a seasonal side hustle from a real tax business.
Without BookMe
- ✗No daily tracking
- ✗Leads forgotten
- ✗No pace awareness
- ✗Seasonal restart
With BookMe
- ✓Daily scorecard
- ✓Pipeline visibility
- ✓Road to 100 pace
- ✓Compounding growth
The System
The BookMe Five-Step Pipeline
Every client you ever file for will move through these five steps. BookMe keeps every prospect in motion.
Every client starts with a name. Your pipeline begins the moment you identify a prospect — someone who needs their taxes prepared. BookMe captures them immediately.
A conversation is not a sale. It's a qualification. You learn their situation, communicate your value, and determine fit. BookMe tracks every conversation so none fall through the cracks.
Converting a conversation to a booked appointment is the critical step most preparers miss. Your scorecard tracks appointment rate daily — and flags when you're off pace.
A filed return is a milestone. Every return moves you closer to 100. BookMe tracks your return count in real time, shows your Road to 100 progress, and updates your financial projections.
A happy client is your best recruiter. BookMe includes a structured referral ask built into your post-return workflow — so every completed return has the potential to generate two more.
Activity Tracking
Your Daily Scorecard
You cannot manage what you don't measure. The BookMe scorecard is your daily operating dashboard — worked every single day, without exception.
Daily Conversations Goal
How many prospects did you contact today?
Appointments Booked
How many conversations became appointments?
Returns Filed (Cumulative)
Your live count toward 100 returns.
Referrals Requested
Did you ask every completed client for a referral?
Follow-Ups Pending
Who's waiting on you to call them back?
Road to 100 Pace
Are you on track, behind, or ahead of your weekly target?
Pricing & Enrollment
Choose your BookMe track
BookMe is included with the 100-Return Preparer Certification program. Enrollment closes December 15, 2026.
Production Protocol
For outside EROs and independent preparers
$1,800/year
- ✓BookMe platform access
- ✓Lead management and daily scorecards
- ✓Preparer performance tracking
- ✓MetaTaxPro University access
- ✓AskOlivia support
White-Glove Service Bureau Track
For EROs who want full service bureau support
$5,000
- ✓Everything in Production Protocol
- ✓White-glove onboarding and service bureau support
- ✓100-Return Preparer Certification program
- ✓Team performance oversight
- ✓Priority support
Already enrolled?
BookMe LoginResults vary. No income guarantees. MetaTaxPro Service Bureau | [email protected] | 512-924-3535