Accounting Scheduling SoftwareMore Billable Hours, Less Phone Tag
Professional scheduling for accountants and CPAs. Manage tax appointments, consultations, and client meetings efficiently.
Free forever · No credit card required · Setup in 5 minutes
Sound Familiar?
Tax season means endless scheduling calls. Year-round, client coordination eats billable time. You need booking that works as hard as you do.
How SchedulingKit Solves This
Purpose-built features for accountants & cpas that save time and grow revenue
Client Self-Booking
Clients book tax appointments and consultations online.
Document Requests
Gather required documents before meetings.
Seasonal Capacity
Adjust availability for tax season rushes.
Secure Communication
Confidential booking for financial matters.
Features Built for Accountants & CPAs
Service types
Tax prep, planning, consulting
Different appointment types and durations
Document checklists
Required docs before meeting
W-2s, 1099s, prior returns
Seasonal hours
Extended tax season availability
More hours Jan-April
Client preparation
Pre-meeting instructions
What to bring, what to prepare
Secure handling
Financial data protection
Encryption and confidentiality
Team scheduling
Route to available CPAs
Multi-accountant practices
Perfect For
Tax preparation
Individual and business tax appointments
Financial planning
Advisory consultations
Quarterly reviews
Business health check-ins
New client onboarding
Initial intake meetings
“Tax season used to mean 200+ scheduling calls. Now clients book themselves and come prepared with the right documents. Game changer.”
Robert J.
CPA, Johnson Accounting Services
Why Choose SchedulingKit?
See how we compare to other accountants & cpas scheduling solutions
Questions About Accounting Scheduling Software
Can I request documents before meetings?
Yes! Send document checklists when clients book. They know exactly what to bring.
Can I add extra hours during tax season?
Absolutely. Easily adjust your availability for Jan-April, then return to regular hours.
Do you handle secure financial data?
Yes. We use encryption and secure handling appropriate for financial services.
Can clients see required preparation?
Yes. Confirmation emails include prep instructions so clients arrive ready.
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