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Online Booking

Online Booking for Accountants

Especially During Tax Season

Handle the rush with modern client booking. Let clients schedule tax appointments and consultations online.

65%
of clients prefer online booking
40%
more appointments during tax season
8hrs
saved weekly on scheduling

Sound Familiar?

Phone ringing constantly during tax season
Clients unable to reach you
Scheduling taking time from billable work
Double-bookings during busy periods

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.
S
SchedulingKit User
CPA

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

tax preparersbookkeepersfinancial advisorscpas

Further Reading

Ready for Online Booking?

Accounting Firms businesses run their bookings on SchedulingKit

Free forever plan available • No credit card required