Free Scheduling Software for Accountants
Balance Your Books, Not Your Schedule
Professional scheduling for accountants and CPAs at zero cost. Book client meetings effortlessly.
No credit card required. Free forever.
Why Free Scheduling Works for Accountants
For many accountants businesses, scheduling software sits near the bottom of the budget priority list—right below rent, supplies, and payroll. That's exactly why free matters. A zero-cost scheduling tool removes the financial barrier entirely, letting you automate bookings from day one without adding another monthly subscription to the pile.
A free plan won't include every bell and whistle. Advanced features like team scheduling, custom branding, or priority support typically live behind paid tiers—and that's a fair trade-off. What you do get is the core engine: online booking, calendar sync, automated reminders, and a professional client experience that replaces phone tag and paper calendars.
Free is enough when you're a solo operator or small accountants team handling a manageable volume of appointments. Once you start adding staff, need granular permissions, or want to eliminate SchedulingKit branding from your booking page, that's the natural point to explore paid options.
What's Included Free
Everything accountants need to get started with professional scheduling—at zero cost.
Free vs Paid Plans
Free is powerful. Paid unlocks even more.
Free Plan is Perfect For
Get Started in Minutes
Here's how to set up free scheduling for your accountants business.
Create seasonal meeting types
Set up 'Tax Preparation (60 min)', 'Quarterly Review (30 min)', 'New Client Consultation (45 min)', and 'Quick Bookkeeping Check-in (20 min)'
Build a document checklist intake form
Ask clients to confirm they have W-2s, 1099s, deduction receipts, and prior returns ready before their tax appointment—underprepared clients waste your billable time
Set up tax season availability
Expand your available hours from January through April and reduce post-season—your scheduling should flex with your busiest season
Connect video meeting tools
Link Zoom for virtual meetings so clients in different states or those who prefer remote can book without friction
Share with your client base
Email your booking link to existing clients before tax season with a note to 'book early'—it spreads demand and prevents the April crush
Scheduling Tips for Accountants
Create separate 'simple return' (30 min) and 'complex return' (90 min) session types—a Schedule C filer needs triple the time of a W-2-only client
Block Friday afternoons for catch-up work during tax season—back-to-back client meetings all week with no prep time leads to errors
Send booking links to clients in December with a deadline to schedule by mid-January—early bookings smooth your January-April workload curve dramatically
Use intake forms to pre-collect tax documents digitally so you can start prep before the meeting, turning a 60-minute session into a 30-minute review
Why the Free Plan Works for Accountants
Solo CPAs and bookkeepers handle 50-100 clients annually, with most activity concentrated in tax season. The free plan gives you meeting type management, intake forms to pre-collect documents, and email reminders to reduce no-shows—everything you need to run a lean practice without paying for software that sits idle half the year.
During tax season, free scheduling saved my sanity. Clients book themselves and I focus on returns.
Free Plan FAQs
Unlimited clients?
Yes! No limits on appointments or clients on the free plan.
Works during tax season?
Absolutely. Handle high volume with online self-scheduling.
Video meetings included?
Yes. Zoom and Google Meet integration is free.
Can I set meeting types?
Yes. Create tax prep, bookkeeping, and consultation appointments.
More Accountants Scheduling Solutions
Further Reading
- SBA: Launch Your Business — Official U.S. Small Business Administration startup guide.
- G2: Free Scheduling Software Reviews — Independent peer reviews of free scheduling tools.
Ready to Start for Free?
Accountants businesses schedule free with SchedulingKit