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CPA Firm Appointment Scheduling software

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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.

Clients instantly schedule discovery or strategy calls

Display past results, team specialties, and agency voice

Agencies thrive on trust. Your booking page should reflect your best work—logos of clients served, short wins, and a hint of your tone. With the right industry scheduling software, it becomes a high-conversion landing page.

Display past results, team specialties, and agency voice

Collect business goals or campaign context in advance

Ask key questions like “What problem are you solving?” or “What’s your current budget?” This helps your team tailor the call, pitch better, and avoid wasting everyone’s time.

Collect business goals or campaign context in advance

Reduce no-shows with automated follow-ups

Missed meetings mean lost opportunities. Automated reminders ensure your prospect shows up prepped and on time. And a quick follow-up email keeps the conversation alive even if they cancel.

Reduce no-shows with automated follow-ups

Take deposits for audits or deep-dive sessions

If you offer paid audits or workshops, collecting payment during booking signals seriousness. It also weeds out window shoppers and protects your team’s time.

Take deposits for audits or deep-dive sessions

Sync calendars across teams, departments, or countries

Whether you’re running a branding team in NY and a dev team in Bangalore, centralizing availability avoids overlaps. Good industry scheduling software helps you stay aligned without Slack chaos.

Sync calendars across teams, departments, or countries

Customize different call types and delivery formats

Not all meetings are created equal. A proposal review, a kickoff, or a workshop walkthrough all require different durations and prep. Let your calendar reflect that properly.

Customize different call types and delivery formats

Distribute inbound calls evenly across your team

When multiple strategists or account managers handle intake, round-robin scheduling keeps the load fair. It shortens response time and keeps burnout off the table.

Distribute inbound calls evenly across your team

Show off each team member’s strengths and style

Let clients pick who they talk to—whether it’s a media buyer, UX strategist, or growth marketer. Profiles give a face to your agency and make the experience more personal.

Show off each team member’s strengths and style

Adjust schedules for pitch weeks, client deadlines, etc.

Agency life is messy. Big pitches? Last-minute fires? You need to shift calendars fast. Flexible availability tools let you block time instantly without endless notifications.

Adjust schedules for pitch weeks, client deadlines, etc.

Add booking access across emails, bios, and landing pages

Someone finds your deck, clicks your email signature, or reads a blog post—your calendar link should be right there. That’s where a smart industry scheduling software makes all the difference.

Add booking access across emails, bios, and landing pages

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%)

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.

Authored & Reviewed by:

Emma RobertsLegal Tech & Compliance Writer

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.

Experience with Scheduling Tools

LawTapClio SchedulerSetmoreAppointy

Pranshu KacholiaFounder, lunacal.ai calendar scheduling software

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.

Experience with Scheduling Tools

Lunacal.aiCalendlyAcuity SchedulingSquare AppointmentsSetmoreDoodleBooksyMindbodyFreshaSimplyBook.meHoneyBook