Accountant Appointment Scheduling software
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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.

Share services, reviews, and firm branding
Use this space to explain what you do—bookkeeping, tax filing, audits—with examples and testimonials. Your calendar becomes part of your brand.

Collect financial year, document type, and goals
Whether it's a tax filing or a business restructuring consult, gathering a few specifics in advance allows you to prep better and jump straight into what matters.

Reduce missed meetings with timely automated nudges
When clients forget an appointment, you lose a slot. Automated reminders—email or SMS—make sure they show up with the right paperwork at the right time.

Collect session fees or retainers securely upfront
Time is billable. Whether it’s an annual review or a quick compliance consult, upfront payment protects your time and sets clear expectations.

Manage availability across firms, teams, or regions
If you work with multiple associates or operate from more than one location, centralized scheduling helps keep things consistent. No overlap, no mix-ups, no double-booking.

Separate sessions for tax, payroll, and consultations
A one-hour tax review isn't the same as a startup onboarding or a compliance audit. Each needs its own time slot, questions, and setup—and your system should reflect that.

Distribute client queries evenly across the team
In firms with multiple accountants, round-robin ensures new inquiries are handled fairly and promptly. It keeps workloads balanced and response times professional.

Show areas of expertise and past client results
Some clients want personal tax help, others need CFO-level insight. A short profile—what you specialize in, industries served, and typical clients—builds trust right away.

Adjust hours during tax season or audit crunches
When deadlines hit, your calendar shifts. With flexible controls, you can extend hours in busy seasons or block off deep-focus time without manually emailing everyone.

Share your booking link in emails, bios, and portals
Whether a client finds you through LinkedIn, email, or your website, your booking link should be there. That’s the real power of intuitive scheduling.

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
(save upto 20%)
Free Plan
- 2 events
- Multiple calendars
- Automated meeting reminders
- Customisable scheduling page
- Customisable booking questions
Standard
- All free features
- Unlimited events
- Zapier integration
- Paypal integration
- Priority Support
Teams
- All standard features
- Teams scheduling page
- Round robin scheduling
- Collective scheduling
Enterprise
- All teams features
- Account manager
- Custom integrations
- Phone Support
- Personalised onboarding & Training
100% of features needed in a Accountant scheduling app
Latest updates in Accountant appointment scheduling
Frequently Asked Questions
Authored & Reviewed by:
Emma Roberts is a legal technology consultant based in Chicago, Illinois, with over a decade of experience working with law firms, CPA practices, and independent consultants. After graduating with a degree in Political Science from Loyola University Chicago in 2012, Emma started as a paralegal and later moved into operations consulting. Throughout her career, Emma has helped professional service firms streamline everything from client intake forms to appointment scheduling platforms, helping firms respond faster and close more high-value clients. She believes that “in legal and financial services, your ability to book the first meeting quickly says more about your firm than any website ever could.” When she's not advising clients, Emma is an amateur baker and often spends Sundays experimenting with new pastry recipes.
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Pranshu Kacholia is the founder of Lunacal.ai, a next-generation calendar scheduling platform built to turn passive booking pages into active brand experiences. He has in-depth expertise of building appointment booking tools and implementing them across industries. Before founding Lunacal, Pranshu served as the Head of Marketing at Happay (India’s largest T&E platform) and ClickPost (Asia’s second-largest logistics intelligence platform). His work at Happay contributed to the company’s expansion into enterprise markets, while at ClickPost, he played a key role in positioning the brand as a category leader across India and Southeast Asia.
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