Sectors · Accounting and consulting
Online booking for accountants
Clients book meetings through your link and choose the consultant and time. During IRS season and year-end, your calendar organises itself, without dozens of messages.
- Meetings per consultant
- Organised IRS season
- Automatic reminders
Day to day
Why an accounting firm needs online booking
In April, May and June, every client wants an IRS meeting at the same time. The phone and WhatsApp never stop, and it is easy to double-book or forget someone.
With online booking, clients choose the type of meeting, the consultant and a free time. The firm sees everyone's calendar in one dashboard and knows in advance who is coming and why.
It suits certified accountants, accounting firms, tax advisers and business support companies, with meetings at the office or online.
Problems
What online booking solves
Meeting requests by message
Clients book on their own, without messages back and forth to find a time.
IRS peaks and deadlines
Open extra slots during IRS season and clients fill them on their own.
Several consultants
Each consultant with their own calendar and clients.
How it works
How a client books a meeting
- 01
Opens the link
Sent by email, on WhatsApp or in the firm's signature.
- 02
Chooses the meeting type
For example, IRS filing, 30 minutes, with consultant Ana, Tuesday at 15:00.
- 03
Receives confirmation and reminder
With the list of documents to bring, if you add it to the service.
Features
Built for accounting firms
Meeting types
IRS, company formation, tax advice, monthly meeting.
Calendar per consultant
Each person sees their meetings for the day and week.
Documents to bring
The confirmation reminds clients what to bring.
Online or in person
The client chooses the format when booking.
Reminders
Confirmation and reminders before the meeting (Pro plan).
International clients
Booking page in Portuguese, English, Russian and Ukrainian.
Example
Example of configured meetings
We set up the meeting types, durations, consultants and the confirmation message with documents to bring.
In IRS season, just open more slots: clients get the link and book on their own.
| Meeting | Duration | Format |
|---|---|---|
| IRS filing | 30 min | In person or online |
| Company formation | 60 min | In person |
| Tax advice | 45 min | Online |
| Monthly client meeting | 30 min | In person or online |
Tips
How to organise IRS season
In March, send the link to all clients so they book their IRS meeting early.
Create an "IRS filing" service with a fixed duration and the document list in the confirmation.
Use reminders to reduce no-shows in the busiest weeks.
Keep a few hours free each day for urgent matters and deadlines.
See also: online booking system · pricing · how it works
FAQ
Questions about online booking for accountants
Can each consultant have their own calendar?
Yes. The client chooses the consultant or lets the system pick the first available.
Can I list documents to bring?
Yes. They appear in the booking confirmation.
Does it work for online meetings?
Yes. The client chooses the format when booking.
An IRS season without calendar chaos
See the demo and send us your meeting types. We set everything up in one working day.