How to Book a CPA Meeting

How to Book a CPA meeting on the Blinc Platform

Inked by Blinc

October 16, 2024

Hey, Inked by Blinc here!

When wanting to book a CPA meeting with our certified accountant for any financial questions or concerns, the process is quite straight forward on the Blinc platform.

How-To

  1. Start by logging into your dashboard and heading to “Accounting” page under “Company” shown in the column to the left of your screen. This will bring you to a new page where you are able to view your previous CPA meetings and book new ones
  2. To book a meeting, click on the button named “Email Us”. A form will open up where you fill out the message box with your concerns and click the submit button.
  3. Now that you’ve submitted a change from your dashboard, consider it done. Blinc will reach out to you and book a meeting according to availability.

And just like that you’re done in a blink!

Check out our YouTube tutorial!