Appointment Scheduling Software for Accounting & Tax Advisors

Yes, you can create a dedicated booking page for each ervice. For example, an initial consultation, an annual review, business formation, or ongoing bookkeeping can have their own booking page. Each page has its own time slots, its own advisor, duration, and its own rules, so clients land directly on the right type of appointment with no detours.

Zeeg is more than an online booking software. Its AI voice agent also answers the phone, and books the appointment automatically in your calendar. Nights, weekends, even in the middle of tax season. No client ends up on voicemail and no appointment gets lost.

Zeeg checks availability in real time across every accountant and tax advisor, on their calendar tool. Once a slot is booked, it's locked firm-wide. For both online and phone bookings alike.

Yes. You can require an upfront fee for any consultation type. Clients pay through Stripe or PayPal, which is natively connected to Zeeg, and the appointment is only confirmed once payment goes through. Fewer no-shows, no chasing invoices.

Yes. You manage multiple locations, teams, and advisors in a single system. Clients book at the right location with the right advisor while Zeeg coordinates everything in the background.

No — Zeeg isn't a replacement for your tax prep software, it's a complement. While your tax software handles the tax work, Zeeg takes care of appointment scheduling: fully automated and securely managed.

Most firms are live in just a few minutes: create your consultation types, connect your calendar, share your link, and you're done. No code, no IT department, no lengthy rollout.