Online Booking for Accountants
Especially During Tax Season
Handle the rush with modern client booking. Let clients schedule tax appointments and consultations online.
Sound Familiar?
Here's How We Help
SchedulingKit solves these challenges with purpose-built features for accounting firms.
Client Booking
Clients schedule appointments online
Service Types
Tax prep, planning, bookkeeping
Document Upload
Clients send docs before meeting
Video Meetings
Remote client consultations
How Online Booking Works for Accounting Firms
Online booking gives accounting firms customers the ability to self-schedule appointments 24/7 from any device—no phone calls, no waiting. Instead of relying on staff to answer inquiries and manually pencil in times, a booking page handles availability, confirmation, and calendar updates automatically. For accounting firms businesses, this means every open slot is visible and bookable around the clock.
The biggest friction point in traditional scheduling is the back-and-forth: missed calls during busy hours, voicemails that never get returned, and customers who give up and book elsewhere. Online booking eliminates that entire cycle. Clients see real-time availability, pick the time that works, and receive instant confirmation—all without a single phone call from your team.
From the client's perspective, the experience feels seamless. They land on a branded booking page tailored to your accounting firms business, choose a service and time slot, and get an immediate confirmation via email or SMS. Automated reminders follow up before the appointment, reducing no-shows and keeping your schedule full without manual effort.
Powerful Features
Tax appointments
Individual and business returns
Document collection
Secure file upload
Follow-up scheduling
After return review
Seasonal capacity
Adjust availability for tax season
Team booking
Route to available accountant
Client portal link
Access from one place
Transparent Pricing for Accounting Firms
Unlike competitors that charge $15–50/month for accounting firms booking tools, SchedulingKit gives you a full-featured free plan with no credit card required.
Free Forever
Unlimited bookings, calendar sync, and reminders at no cost
No Hidden Fees
SMS and payment processing included, not charged as add-ons
Scale When Ready
Upgrade to team plans starting at $8/month per user
Tax season used to mean phone chaos. Now clients book online and I focus on returns, not scheduling.
Frequently Asked Questions
Can clients upload tax documents?
Yes! Secure document upload before appointments.
How do video meetings work?
Zoom and Google Meet integration for remote consultations.
Can we adjust for tax season?
Absolutely. Increase availability during busy periods.
Works for multiple accountants?
Yes. Team scheduling routes clients to available staff.
Related Solutions
More Accounting Firms Scheduling Solutions
Further Reading
- Capterra: Online Booking Software — Compare features and pricing across platforms.
- SCORE: Technology Resources for Small Business — Free mentoring and guides from the SBA's resource partner.
Ready for Online Booking?
Accounting Firms businesses run their bookings on SchedulingKit
Free forever plan available • No credit card required