Accountant Appointment Scheduling software
No credit card requiredGo live in two minutes
Rated 4.9 out of 5
Features that top accounting firms use
Clients can instantly book tax or advisory sessions
During tax season or quarterly reviews, timing is everything. Instant booking gives clients peace of mind and helps you plan your day without chasing confirmations.
Easy Setup. On-Call Help When You Need It
Switch from old clunky Accountant Appointment Scheduling software
5-minute setup
Book With Confidence
No technical skills required
Stress-free experience
Call + Email support
Flexible contact options
Accountant Appointment Scheduling software which covers all niches
No commission, No license fees.
Just simple, fair pricing
monthly
Yearly
(save upto 20%)
(save upto 20%)
Free Plan
$0/user/month
For personal use.
- 2 events
- Multiple calendars
- Automated meeting reminders
- Customisable scheduling page
- Customisable booking questions
Standard
$9/user/month
For professionals.
- All free features
- Unlimited events
- Zapier integration
- Paypal integration
- Priority Support
Teams
$12/user/month
For growing businesses.
- All standard features
- Teams scheduling page
- Round robin scheduling
- Collective scheduling
Enterprise
$25/user/month
For large companies.
- All teams features
- Account manager
- Custom integrations
- Phone Support
- Personalised onboarding & Training
100% of features needed in a Accountant scheduling app
Automated Reminders
Ensure your clients never miss an appointment by sending timely email reminders. This feature reduces no-shows and keeps everyone on track, making it ideal for industries relying on scheduled interactions.
Booking Links
Create simple, shareable links for clients to book appointments directly. This streamlines scheduling and integrates seamlessly with industry calendar scheduling software.
Workflows
Automate communication with clients by sending tailored emails at different stages of the appointment process. This keeps everyone informed and enhances the overall experience.
Buffers
Prevent scheduling fatigue by adding buffer times between appointments. This ensures smoother transitions and helps maintain productivity throughout the day.
Calendar Sync
Integrate your scheduling system with popular calendars like Google, Outlook, and Apple. This ensures all appointments are visible and avoids double bookings.
Website Embed
Allow clients to schedule appointments directly from your website. This feature integrates seamlessly with industry appointment booking systems for a professional touch.
File Sharing
Attach relevant documents or resources to your scheduling page, ensuring clients have all the information they need before their appointment.
Team Scheduling
Coordinate appointments across multiple team members and locations. This feature simplifies team scheduling and ensures efficient use of resources.
Images and Videos
Enhance your booking page with images and videos to provide a more engaging experience for clients. Showcase your services or provide helpful visuals.
Notice Period
Define a minimum notice period for appointments to ensure adequate preparation time. This feature is particularly useful for industries with detailed pre-appointment requirements.
Round Robin Allocation
Automatically assign appointments to team members in a fair and balanced way. This ensures workload distribution and avoids overbooking specific individuals.
WhatsApp Integration
Enable clients to initiate WhatsApp conversations directly from the booking page. This adds a personal touch and simplifies communication.
Booking Questions
Gather important information from clients before their appointment by adding customizable questions to the scheduling page. This ensures better preparation and personalized service.
Collective Scheduling
Find and book time slots that work for all team members. This feature is ideal for industries requiring collaborative meetings or group appointments.
Custom Availability
Set specific availability for certain days to accommodate exceptions or special schedules. This flexibility is key for industries with dynamic workflows.
Profile
Provide clients with essential information about your company, services, and FAQs directly on the scheduling page. This builds trust and improves transparency.
Latest updates in Accountant appointment scheduling
I’ve been inside firms where the receptionist still scribbles names on paper. That’s becoming rare now — not because of tech trends, but because clients are fed up waiting on hold to schedule a damn tax consult.
There’s been a shift. Quiet, but massive. Most accountants I know now use some kind of accountant booking software, even if it’s a patchy combo of tools. The big change? Clients want control. And firms are tired of back-and-forth.
The 2025 Global Scheduling Experience Report showed 62% of accountants using pre-booking questions saw better prep and faster meetings. One firm in Missouri told me they halved their session overruns just by asking “W-2 or 1099?” upfront.
Another shift: customization. People don’t want sterile booking pages anymore. 71% of solo practitioners said they want their story shown alongside their calendar — a weird stat that makes perfect sense once you see how humanized that makes the process.
The real surprise? A few smaller firms saw better engagement after removing live chat. Instead of chasing leads, they embedded a clean accountant appointment booking tool on every page and let the process speak for itself. Sounds backwards, works wonders.
Also, a lot of folks in the CPA and finance space are now poking around tools made for consultants. One even told me they used this consultant booking scheduling system link on their contact page because it just felt more “professional.”
Oh — and don’t even get me started on SMS reminders. Total game-changer. 35% drop in no-shows. Straight from the Lunacal report.
If you’re not experimenting with your accountant appointment system, someone else is. And they’re probably stealing your 5 PM slot 🕔
Noticing some crossover lately too. A few firms started using a business agency booking scheduling system template because it allowed for better lead routing across partners. Not what it was designed for, but hey — it’s working.
Frequently Asked Questions
I’ve been using Lunacal for the past year. It lets clients pick services like tax filing or consultation, collects the necessary details ahead of time, and sends reminders. That alone cut my back-and-forth email time in half.
Yes. I’ve set up each service with its own time slot, rate, and booking questions. I took this approach from how a freelancer appointment software was doing it—works great for clarity.
You can start with something like Calendly or Zoho if you're solo, but they get limiting fast. No service-level questions, limited calendar controls. You’ll want more as soon as tax season hits.
Definitely. I ask clients to upload relevant docs or answer a few questions like “Are you filing jointly?” I pulled this idea from a lawyer scheduling platform—super helpful for prep.
Yes. The one I use allows each accountant to manage their own calendar, and admins can view all availability in one place. This setup is similar to how consultant scheduling tools handle distributed teams.
Custom time slots per service, file upload fields, timezone handling, and automated reminders. If it integrates with your CRM or sends calendar invites instantly—that’s a bonus.
More focus on branding and lead routing. You can now create custom booking pages, route leads based on service type, and even embed testimonials. I saw this done really well on a business agency scheduling page.
Absolutely. I embedded mine on my homepage and link it in my email signature. Clients land, book, and upload docs without reaching out. Keeps my inbox clean.
I use custom private booking links for quarterly check-ins or monthly bookkeeping sessions. Clients use the same link each time—it avoids rescheduling chaos.
I send two reminders, ask for confirmation 24 hours prior, and include what to bring. Since doing this, my no-show rate during tax season dropped by 70%.