CPA Firm Appointment Scheduling software
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Rated 4.9 out of 5
Features that top CPA firms use
Clients instantly schedule discovery or strategy calls
When a lead is warm, they shouldn’t wait. Instant bookings lock in the momentum and eliminate the email ping-pong that drains your team’s time. It’s all handled cleanly through your industry booking software.
Easy Setup. On-Call Help When You Need It
Switch from old clunky CPA Firm Appointment Scheduling software
5-minute setup
Book With Confidence
No technical skills required
Stress-free experience
Call + Email support
Flexible contact options
CPA Firm 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 CPA Firm scheduling app
Automated Reminders
Automated reminders ensure that clients or team members never miss a scheduled meeting. This feature reduces no-shows and keeps everyone on track, saving time and effort for the industry professionals.
Booking links
Easily share booking links with clients or colleagues to streamline appointment scheduling. These links integrate seamlessly with industry calendar scheduling software, making the process hassle-free.
Workflows
Create a seamless communication flow by automating emails at every stage of the meeting process. This ensures clients are well-informed and engaged, enhancing the overall experience.
Buffers
Set buffer times between appointments to avoid back-to-back meetings. This helps professionals stay organized and maintain productivity throughout the day.
Calendar Sync
Keep all appointments in one place by syncing with popular calendars. This feature ensures no double bookings and simplifies scheduling for industry professionals.
Website Embed
Allow clients to book appointments directly from your website. This integration with industry appointment booking systems enhances user convenience and boosts engagement.
File sharing
Share important documents or resources directly on the scheduling page. This feature is ideal for industries that require pre-meeting preparation or documentation.
Team Scheduling
Coordinate schedules across teams and locations effortlessly. This feature is perfect for industries with multiple users, ensuring smooth collaboration and efficient time management.
Images and Videos
Enhance your booking page with images or videos to provide additional information or a personal touch. This can help build trust and improve client engagement.
Notice period
Define a notice period to ensure you have adequate time to prepare for appointments. This feature is especially useful for managing last-minute bookings in a busy schedule.
Round Robin Allocation
Automatically assign meetings to team members in a fair and balanced way. This ensures workload distribution and improves efficiency in team-based industries.
WhatsApp Integration
Enable clients to initiate WhatsApp conversations directly from the booking page. This feature adds a layer of convenience and real-time communication for industry professionals.
Booking questions
Gather essential information from clients before the meeting by adding customizable questions. This helps in better preparation and understanding of client needs.
Collective scheduling
Find a common time slot for all team members to meet. This feature simplifies coordination and is ideal for industries requiring group discussions or collaborations.
Custom availability
Set specific availability for certain days to accommodate unique schedules or exceptions. This flexibility ensures better time management for industry professionals.
Profile
Showcase your profile, FAQs, and company details on the scheduling page. This builds credibility and provides clients with all the necessary information in one place.
Latest updates in CPA Firm appointment scheduling
I’ve seen a surprising shift lately in how CPA firms are handling scheduling—and it's not just about adding a calendar link. The old approach? Static availability blocks, buried in emails. Now? It’s evolving into something a lot more intentional.
I sat with two firms in Ohio and Arizona. Both used to rely on phone calls and back-and-forth emails. They've now adopted smarter CPA firm scheduling software that lets clients self-book, fill custom pre-meeting info, and even upload docs before the session. One partner told me: “We’re not just saving time—we’re getting better data going in.”
According to the 2025 Global Scheduling Experience Report, 62% of pros who added pre-booking questions said it improved session quality. Another 71% said they want their brand and values reflected on the booking page. This matters more than you’d think.
The unexpected insight? Removing too many steps hurts. One firm saw better conversions by adding an intake form before the slot is confirmed. Felt more like a vetted process, less like a public link floating in email 🤷♂️
Also, the lines between CPA firms and other financial services are blurring. I saw one firm link their scheduler with their partner consultants' calendar. Almost like they’d built their own consultant booking scheduling system on top of a basic tool.
And while most still use standard business agency scheduling systems, the ones customizing reminders and branded flows? Fewer no-shows. Fewer follow-ups. More closed retainers.
No one’s bragging about these tools. But behind the scenes? Quiet revolution.
Frequently Asked Questions
Lunacal worked really well for us. It handles recurring tax clients, one-off advisory sessions, and even lets you request documents before the meeting. During tax season, every minute saved adds up fast.
Yes. I’ve set up separate booking links for each CPA on our team, and services like tax filing, business consulting, and audits each have their own rules. I borrowed that structure from a consulting appointment system.
For very small teams, Calendly can work. But as soon as you need document collection, different services, or multiple calendars—it starts to fall short.
Absolutely. Ours is right on the homepage and inside our client onboarding portal. Makes it easier for folks to book directly—just like I saw in a freelancer scheduling platform.
Yes—and you should. I ask for filing status, whether it’s personal or business, and what documents they’re bringing. I saw a lawyer appointment tool do this too—it saves back-and-forth.
Appointment buffers, recurring scheduling, file uploads, and client intake questions. Also, being able to manage client timezone differences if you work across states.
Definitely. I set up private booking links for returning clients. They book their quarterly check-ins without needing to email us every time. Works similarly to business agency appointment systems.
More tools are offering branded booking pages, session prep forms, and auto-routing to the right CPA based on service selected. These little upgrades save time and help teams stay focused.
I send two reminders—24 hours and 1 hour before the call. Also added a checklist of what to bring. Since doing that, missed calls dropped big time.
Lunacal for flexibility and customization. Square Appointments if you need built-in payments. Calendly’s okay for one-person setups but limited once you scale your firm or add multiple services.