Case Study: R&G Brenner achieves scalable, real-time appointment management for busy tax season with Coconut Software

How R&G Brenner Scaled Appointment Management to Support Busy Tax Season

R&G Brenner, a New York–based 28-office tax preparation firm, faced a cumbersome appointment booking process that strained customer service, tax preparers, and clients during peak tax season. To fix slow, manually coordinated scheduling and long confirmation delays, the firm selected Coconut Software’s Enterprise Appointment Management solution to create a smoother, more client-friendly booking experience.

Coconut Software deployed its appointment management platform with website “Book Appointment” CTAs, email-signature links, staff training, and responsive support so clients can self-book, receive immediate confirmations and reminders, and see real-time availability. The result: significantly reduced internal time spent managing appointments, improved customer experience, real-time visibility for staffing and resource allocation, and actionable insights used in weekly executive meetings; R&G Brenner is now tracking campaigns with Google Analytics and exploring deeper integration with Coconut Software for revenue-linked reporting.

R&G Brenner

Kermit Uregar

Marketing Director