The Receptionist for iPad
Client Check-In for Financial Firms
End appointment interruptions and streamline your office's visitor check-in.
Try it free for 14-days.
Secure. Private. Streamlined.
We know that for financial service providers like you, clients are king. Whether you work as a CPA, provide wealth management, assist with tax preparation, you need to provide customers in their appointments with your undivided attention. That sometimes means not being able to greet visitors at your office immediately.
That’s why many financial businesses utilize The Receptionist for iPad to provide peace of mind when it comes to their lobbies and manage both scheduled and walk-in customers. We're a front desk solution and visitor management system specially designed to take on the daily tasks of visitor check-ins and host notifications so that you can focus fully on the clients at hand to provide the service your business is known for.
Looking for new tools to help you scale your financial practice sustainably and stand out from competitors? We've got a free guide just for you — click below to get your copy!
These financial firms trust our visitor management system to reduce front desk anxiety
The Receptionist for iPad Features
Our iPad-based application can quickly check-in visitors, notify their employee host that they have arrived, and facilitate a two-way chat between the two before the appointment has even started. More benefits include:
Basic
$52.50
Per Month / Per Location$630 Paid Annually
Try For Free!**no credit card required
or Purchase Now
Premium
$99.75
Per Month / Per Location$1,197 Paid Annually
Try For Free!**no credit card required
or Purchase Now
Pro
$183.75
Per Month / Per Location$2,205 Paid Annually
Try For Free!**no credit card required
or Purchase Now
Executive
$315.00
Per Month / Per Location$3,780 Paid Annually
Try for free!**no credit card requiredor Purchase Now
Basic
Premium
Pro
Executive
Save time. Streamline your firm. Ensure confidentiality.
Learn more about The Receptionist for iPad or sign up for a 14-day free trial.
Turnkey solution so you can get started right away
Receptionist in a Box
Install The Receptionist for iPad on an existing iPad, or get The Receptionist in a Box, which includes an iPad, a floor or desk stand, and the software pre-installed — everything you need to start accepting visitors.
Learn more about The Receptionist in a Box