Make it your office.
Add your business and visit types, from tax preparation to document drop-off.
FOR YOUR NEXT TAX SEASONTax season.
Tax season.
With room
to breathe.
You handle the taxes.
We’ll help with the arrivals.
Give every client a warm check-in, a clear place in line, and a little peace of mind. Give your team one place to manage the front desk.
No account. No credit card. Just a working demo.For the client who’s a little worried.
And the team doing their very best.
ONE ARRIVAL. A BETTER FEELING.PLAYABLE PREVIEW
O&M
Oak & Maple TaxYOUR NEIGHBORHOOD TAX OFFICE
Welcome inA FRIENDLIER FIRST MOMENTHi there.
Hi there.
You’re in the right place.
A place in line. No tax documents needed.
Try it freely. These are sample clients; no messages are sent.
Simple client check-in A clear live queue An appointment agenda One connected team
DOES THIS SOUND LIKE YOUR OFFICE?You know the busy days.
You know the busy days.
Let’s make them feel better.
Start with the part of your day that needs a little breathing room.
THE FAMILIAR MOMENT
“Who arrived first? Who’s here for a pickup?”
A CLEARER NEXT STEP
One list. A reason for every visit. A clear next client.
Every arrival gets a clear next step.
Clients choose why they’re visiting and save their place. Your team sees the waiting list, so the next welcome is easy to find.
Try the live queueTHE FIRST FEW MINUTES MATTERBefore the forms.
Before the forms.
Before the numbers.
A person walks in.
They may be carrying questions, paperwork, or the stress of a busy day. A clear welcome tells them something simple: we see you, and we know what comes next.
That’s the feeling Teregna helps your front desk create.
Step into your client’s shoesA SMALL NOTE FROM YOUR FRONT DESKYou’re here.
You’re here.
We’ve got
your place.
Choose your visit. Save your place.
We’ll be with you soon.
GET COMFORTABLE BEFORE IT GETS BUSYA few thoughtful steps.
A few thoughtful steps.
A more welcoming office.
Bring your team in.
Invite preparers and front-desk staff. Set up the services and desks you use.
Welcome the first client.
Share your check-in link or display a QR code. Add walk-ins from the workspace.
TRY BOTH SIDES OF A BETTER DAYOne office.
One office.
Two reassuring views.
FOR THE TEAMA little more
Run the sample office FOR THE CLIENTA little more
Try a client check-in
A little more
“we’ve got this.”
Run the sample office FOR THE CLIENTA little more
“I’m in good hands.”
Try a client check-in Sample visits and clients. No messages, payments, or actual appointments.
A FEW GOOD QUESTIONSLet’s make
Let’s make
the next step easy.
A clear picture before you decide.
Does this replace my tax preparation software?
Keep preparing and filing returns in the software you already use. Teregna handles the front-desk experience: check-in, arrivals, appointments, client tickets, and team coordination.
Can clients drop off documents or pick up a return?
You can create visit types such as tax preparation, document drop-off, and return pickup. Clients choose a reason for their visit; your team handles the documents through your office’s existing process.
What if a client doesn’t want to use their phone?
Your team can add them from the workspace. You can also show ticket numbers on an office display. A welcoming front desk still has a human option.
Will clients upload Social Security numbers or tax documents?
The check-in flow asks for a service and contact details. It does not ask clients to upload tax documents or enter a Social Security number. Keep tax records in your established tax and document systems.
Can a client get a text when it’s their turn?
Yes, when SMS is configured and the client opts in. Their private browser ticket also shows their status. Wait times are estimates; this demo does not send texts.
Can I try it with my team before deciding?
Start with the sample tax office. Call a client, add a walk-in, explore appointments, and try client check-in. The demo needs no account, and client check-in offers sample details. When you’re ready, create your workspace and choose a plan.
A LITTLE HELP FROM THE TEREGNA TEAM
Tell us what your busy day looks like.
Every tax office runs a little differently. Ask us about your visit types, team setup, or plans before you decide.
Ask us a question hello@teregna.com
Let’s make this
a calmer season.
For your clients. For your team. For you.