Let clients book consultations, reviews, and tax appointments online, while Bookafy collects what you need up front, routes to the right accountant, and sends reminders — so busy season runs without the phone tag.
Accounting work is seasonal and deadline-driven. When clients can only book by phone, your team loses hours to scheduling during the exact weeks they can least afford it.
Online scheduling lets clients book the right appointment, share documents and details up front, and get reminders — so every meeting is productive and the calendar stays full through busy season.
Clients book filing appointments and upload details up front.
Recurring reviews booked without back-and-forth.
Each keeps their own availability and calendar.
Collect the right info at booking so meetings start ready.
Picture a firm with several accountants handling tax and advisory work. Here is the whole booking loop on autopilot:
Yes. Clients book the right appointment type 24/7 and can share documents and details at booking.
Yes. Bookings route by service or specialty, or the client picks an accountant.
Yes. Bookafy syncs two-way with Google, Outlook, iCloud, and Exchange.
Yes. Intake forms at booking capture the details and files you need.
Automatic text and email reminders go out before each appointment.
Let clients book and prep themselves, with reminders on autopilot. Start free — no credit card required.
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