Case Study: Belmont Services LLC achieves a reduction in no-shows from 38% to 6% with Apptoto

Belmont Services LLC - Customer Case Study

Belmont Services LLC, a family-owned tax preparation firm in Columbus, OH led by Jorge Beltran, serves English- and Spanish-speaking clients and must schedule over 500 appointments in a four-month tax season. Facing a 35–38% no-show rate despite manual reminder calls, Belmont turned to Apptoto’s automated appointment reminders and messaging to prevent missed appointments.

Apptoto integrated with Belmont’s Google calendars to send customizable bilingual (Spanish/English) voice, SMS, and email reminders—using templates and scheduled two-day and two-hour alerts that fit seasonal billing needs. The result: no-shows dropped from 38% to 6%, saving time and money, strengthening client relationships, and delivering a tool Belmont can’t live without.

Belmont Services LLC

Jorge Beltran

Owner