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.

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CPA firm appointments in Smarfle's calendar, a week of client meetings in accountant colors
Accountants in their own colors on the week grid; this sample is a cleaning company's.

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 booking

Quarterly 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 jobs

Busy season hours

Open Saturday hours and late evenings for February through April in your business hours, then close them again in May.

Calendar scheduling

Fewer 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 texts

Calls 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 receptionist

Accounting scheduling features

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.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Accounting scheduling questions

Yes. Clients book tax appointments or drop-offs online, each with its own length.
No. Bookings arrive for the service, and the firm assigns the accountant.
Yes. Each business client's review recurs quarterly.
Yes. Change your business hours for those months.
No. Include your meeting link in the appointment notes or email.
Not online; one appointment per slot per location, so add the second yourself.
Yes. Clients are reminded the night before, then again on the meeting morning.
Yes. Calls you cannot pick up go to the AI receptionist, which suggests a meeting time.

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14 days with every feature on your real accounting work. No credit card.

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