Tax season appointments
Accounting scheduling software
Accounting scheduling software for CPA firms that see half their year's clients between February and April. Clients book a tax appointment or a document drop-off online, quarterly planning reviews repeat for business clients, and reminders cut the no-shows that wreck a March day.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
Get the accounting app
Tax appointments online
A one-hour return review and a 15-minute document drop-off are separate services with their own lengths. Clients pick what they need, and filing status and new life events are booking questions.
Online bookingQuarterly business reviews
Each business client's quarterly planning meeting repeats with their accountant, so estimated tax conversations happen before the deadline instead of after.
Recurring jobsBusy season hours
Open Saturday hours and late evenings for February through April in your business hours, then close them again in May.
Calendar schedulingFewer no-shows
A reminder the evening before tells clients what to bring, and a second one that morning keeps the slot from going empty.
Automatic textsCalls during client meetings
While you are with a client, the AI receptionist answers, asks what they need and proposes an appointment for your approval.
AI receptionistWhat the CPA scheduling software covers
What it does
- Tax and drop-off appointments onlineSeparate lengths
- Quarterly review seriesPer business client
- Seasonal business hoursSet per day
- Two reminders per appointmentEvening and morning
What it doesn't do
- Video meeting linksSend your link yourself
- Client picks the accountantAssigned by the firm
- Parallel online appointmentsOne per slot per location
- Document request automationShare a folder link
Accounting scheduling pricing
Professional covers ten accountants and staff, and every plan includes online booking, recurring reviews and reminders.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Questions firms ask about tax season booking
Is there CPA scheduling software with online booking?
Can clients pick their accountant?
Can quarterly reviews repeat automatically?
Can I open extra hours in tax season?
Does it add Zoom links?
Can two accountants take online bookings at the same hour?
Do clients get reminders?
Can calls be answered while I am with a client?
More accounting software
Scheduling for related firms
Try accounting scheduling software free
14 days with every feature on your real accounting work. No credit card.