Let clients book tax appointments and reviews online, while Bookafy collects documents up front, routes to the right preparer, and sends reminders — so your firm runs smoothly through every deadline.
Tax work peaks around deadlines, exactly when phone scheduling steals the most time from billable work.
Online scheduling lets clients book the right appointment, upload documents up front, and get reminders — so meetings are productive and the calendar stays full through busy season.
Clients book and upload documents.
Recurring reviews without back-and-forth.
Each keeps their own calendar.
Collect the right info before the meeting.
Here is the whole booking loop on autopilot:
Yes. Intake forms collect the files and details you need.
Yes. By service or specialty, or the client picks one.
Yes. Bookafy syncs two-way with Google, Outlook, iCloud, and Exchange.
Yes. Clients can book recurring reviews.
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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