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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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
(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 CPA Firm scheduling app
Latest updates in CPA Firm 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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