Scheduling for
Accounting Firms
Clients book tax consultations, planning sessions, and reviews online at any hour. Automated reminders, document checklists, and intake forms handle everything else.
Online booking scales during peak demand automatically
No after-hours phone calls from stressed clients needing help
With automated reminder and confirmation sequences
Each missed meeting costs a CPA $200+ in billable time
During tax season on scheduling coordination
Time returned to actual tax preparation and advisory work
Automate every accounting firms workflow
From first inquiry to completed appointment, Schedly handles the scheduling logistics.
Tax Consultations
Clients book tax prep consultations and receive an automated document checklist before the meeting. Show up prepared, not scrambling.
Financial Planning Meetings
Annual planning sessions where clients receive a pre-meeting questionnaire covering income changes, major life events, and financial goals.
New Client Onboarding
New clients book an onboarding call and complete a comprehensive intake form covering their tax history, entity type, and service needs.
Audit Support Meetings
IRS audit support and representation meetings booked with appropriate urgency and specialized intake for the audit type.
Business Advisory Sessions
CFO advisory and business strategy meetings with executive-level intake covering P&L trends, business goals, and key challenges.
Built for accounting firms workflows
Purpose-built features that understand how you actually work.
Document checklist automation
Every tax consultation appointment triggers an automated email with a customized document checklist. Clients arrive prepared.
Tax season capacity management
Limit the number of consultations per day during peak season. Protect your team from overcommitment while filling the schedule strategically.
Multi-CPA firm scheduling
Manage all CPAs and accountants from one firm account. Route clients to the appropriate professional by specialty or availability.
"Tax season used to mean three months of chaos. Now I cap my daily consultations in Schedly and every client arrives with their documents ready because of the automated checklist we send at booking. My staff spends their energy on tax preparation, not phone calls."
How Accounting Firms Manage Client Scheduling During Tax Season
For accounting firms, the tension between demand and capacity is most acute during tax season. Client requests multiply while the time available to respond -- and to actually do the work -- is finite. Manual scheduling amplifies this problem: every email thread or phone call trying to coordinate a consultation time is a distraction from the tax preparation that is actually on deadline. Scheduling software that allows clients to self-book, complete intake forms, and receive document checklists automatically resolves this tension without requiring additional staff.
The Document Checklist as a Professional Standard
One of the most common time wasters in a tax consultation is discovering mid-meeting that the client did not bring a critical document. The meeting ends inconclusively, a follow-up is scheduled, and both parties' time is wasted. An automated document checklist sent at the time of booking eliminates this problem entirely. Schedly allows you to configure a custom list of required documents for each event type -- W-2s, 1099s, prior year returns, investment statements, business financial statements -- and send it automatically with every booking confirmation.
Managing Meeting Capacity During Peak Seasons
Unlike most industries, accounting has predictable and intense demand peaks around tax deadlines. Without capacity management, a popular accounting firm's schedule can become unmanageable in February and March. Schedly's daily booking limits allow firms to cap the number of consultations per accountant per day, ensuring that meeting volume never exceeds the team's capacity to also do the actual work. Clients who cannot book their preferred time are offered a waitlist or directed to the next available window, maintaining orderly demand distribution throughout the season.
Common questions
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.