Appointment scheduling software for tax firms

Appointment scheduling software for tax advisors

Zeeg lets clients book consultations online, around the clock and straight into your calendar. GDPR compliant, made in Germany.

Sercan Sek - DomusMariya LazarevaTim Schmitz - work4allemitheteacherJan Hecker - Jodel
Over 20,000 users · 14 days free, no credit card
★★★★★
4.9/5
CapterraGetAppG2
  • Schnekenburger Steuerberatungsgesellschaft
  • RINGTREUHAND Allgäu
  • LeineTax
  • SCHMEER Steuerberatung
  • Sonntag Steuerberater
  • Fischer Steuerberatung für Heilberufe
  • CPA Aicher Steuerberater
  • Performance Treuhand
At a glance

Appointment scheduling software for tax firms at a glance

Appointment scheduling software shows clients your tax firm's free times so they can book their appointment themselves. Zeeg checks your calendar in real time, enters the booking, sends the confirmation and reminders and, if you want, collects the consultation fee.

Start for free
Online payments and workflows from €10 per user per month with annual billing.
With your calendar
Outlook, Google, Exchange, iCloud and any CalDAV calendar.
Servers in Europe
GDPR-compliant, stored encrypted, with a data processing agreement.
For every consultation

Which appointments do a tax firm's clients book online?

First meetingNew clients book their introductory meeting themselves, with a fee if you want.
Annual reviewExisting clients pick a slot for their income tax or annual accounts.
Setting up a GmbHFounders book a longer consultation and answer questions about the legal form in advance.
Payroll and bookkeepingEmployers book with the payroll team, shared across the team.
Tax assessmentClients with questions about their assessment book a short appointment, by video or phone.
Several officesA routing form asks for the office and books with the team there.
Tax season

Bookings under control in tax season

In tax season many clients want an appointment at the same time. Send your existing clients the link to the annual review: they pick a time when both you and the clerk handling their file are free, because Zeeg checks both calendars at once. No phone call, no email back-and-forth.

Fee

The consultation fee comes with the booking

Set a price for a first consultation or founder consultation. Clients pay at booking by card, SEPA direct debit or PayPal. They only see the link to the video meeting after paying, so there are no open invoices for first meetings.

Routing

The matter with the right advisor

A routing form asks before the booking what it is about: income tax, bookkeeping, payroll or setting up a GmbH. Following your rules, the client books with the team responsible, shared out by round robin according to availability.

Fewer no-shows

Clients come prepared

Every booking starts a workflow: confirmation at once, the list of receipts a week before, an SMS reminder shortly before the appointment. Anyone who can't make it reschedules themselves through the link in the email instead of simply not turning up.

Clients prefer to call?

Zeeg's AI phone agent answers your firm's calls and books consultations into the same calendar.

AI phone agent for tax firms
Online and by phone, in one calendar
Getting started

How to set up appointment booking for your tax firm

No code, no prior knowledge. Set up in minutes, and from then on clients book themselves.

1

Create consultations

A scheduling page for each service, for example first meeting, annual review or setting up a GmbH, each with its own length and its own advisors.

Annual review 60 min
2

Connect your calendar

Zeeg reads each advisor's appointments from Outlook, Google, Exchange or iCloud and only offers free times.

Outlook connected
3

Share your link

On your website, in your email signature or straight to the client. From then on clients book themselves, in the evening and at weekends too.

On the website embedded
Comparison

Zeeg, Calendly and TIMIFY for tax firms compared

Online booking, fees and data protection, compared using the providers' own information.

FeatureCalendlyTIMIFY
Appointment booking
Free planStarter, 2 scheduling pagesFree, 1 event typeClassic, one resource
Pricing modelper user, from €10per seat, from €10per location and number of resources, from €25
Share clients across the teamRound robin and routing forms, from Business, €16Round robin and routing forms, from Teams, €16by attributes and availability
CalendarsGoogle, Outlook, Exchange, iCloud, CalDAVGoogle, Outlook, Exchange, iCloud only for existing connectionsGoogle and Microsoft 365 from Premium, Exchange from Enterprise
Video meetingsZoom, Teams, Meet, Webex, alfaview, DemodeskZoom, Meet, Teams, GoTo Meeting, WebexZoom and Teams, from Enterprise
Phone
Book appointments by phoneAI phone agentCallie, AI assistant by email and chat, in beta
Data protection
Server locationEuropeUSA and other countries, according to its privacy policyFrankfurt (AWS), selectable at sign-up
Data processing agreement (DPA)Part of the customer terms

Prices per user (Calendly: per seat, TIMIFY: per location) per month with annual billing, plus VAT. Details on the providers, with sources, on our pages Calendly alternative and TIMIFY alternative.

Data protection

Data protection for tax firms

As a tax advisor you are bound to secrecy under § 57 StBerG and § 203 of the German Criminal Code. Zeeg tells you exactly where each piece of data sits and who processes it.

GDPR compliantSoftware Hosted in Germany 2026, Bundesverband IT-MittelstandSoftware Hosted in Europe 2026, Bundesverband IT-Mittelstand

Two-factor sign-in for every account, SSO and SCIM from the Scale plan.

Servers in Europe

Zeeg stores appointments, contacts and form answers with Telekom in data centres in Europe, encrypted at rest and in transit.

Call data in the EU

The AI phone agent stores conversations in the EU, and telephony runs through Ireland. Without a transcript, the voice service stores nothing from the call.

Data processing agreement

Zeeg signs a data processing agreement under Art. 28 GDPR with every customer.

Confidentiality under § 62a StBerG

You oblige service providers to confidentiality in writing. On request, Zeeg signs your firm's confidentiality undertaking.

Customer reviews

Teams that run their bookings and calls on Zeeg

4.9
★★★★★
out of 5 on OMR Reviews
OMR Leader Meeting ManagementOMR Top Rated Meeting ManagementOMR Top 100 Software 2026
★★★★★
Verified
After hours and on holidays: my clients’ AI voice agent
“I’ve now set up five clients with Zeeg, including law firms, media agencies and a skin clinic, and for all of them the AI voice agent matters most. It answers calls on holidays and after hours, answers callers’ questions and books the appointment straight into the business’s Google or Outlook calendar.”
F
Fatemeh
Freelance IT administrator, FN IT Consulting
1–10 employees
★★★★★
Verified
Scheduling for practices, partners and investors, with an AI voice agent
“Every morning, the first thing I check in Zeeg is what our AI voice agent has arranged since yesterday. It asks callers the first questions and then books the right appointment. […] The agent also calls out on its own: contacts we want to follow up with get a call with their own greeting at a set time.”
N
Noah
Co-founder, Aniva Health
11–50 employees
★★★★★
Verified
Great tool for our bookings
“The practical, simple setup of the AI voice agent deserves a special mention. The AI voice agent also sounds authentic and helps us take customer enquiries and bookings 24/7.”
P
Philip
Founder, Eliona
1–10 employees
★★★★½
Verified
User-friendly, flexible and customizable
“Zeeg lets us tailor scheduling to every one of our use cases. We mainly use round robin and group events with specific presets that are easy to set up.”
J
Justus
COO and Co-founder, GAM Medical
51–100 employees
★★★★★
Verified
Scheduling the way it should be
“We used to use Calendly and have now switched to Zeeg.me completely, and honestly, I’m thrilled!”
S
Sirko
Managing director, KLINKER HAUS
1–10 employees
★★★★★
Verified
Interview scheduling by link, with data staying in Germany
“I add the link to every email to recruiters, and they pick a free time themselves. Thanks to the two-way sync with my Google Calendar, only times when I’m not in a lecture or another call show up, so I haven’t had a single double booking.”
N
Nima
Industrial engineering student, TU Berlin
★★★★★
Verified
Great tool: strong data protection, easy to use and affordable
“Round robin events and adding the link to our email signature and website are super easy. The prices are more than fair […]”
N
Nils
Head of Marketing and Sales, IDEAL GROUP
501–1,000 employees
★★★★½
Verified
A good German alternative on the market
“Especially when handling client data, it matters who stores the data, where and how. […] Zeeg is a very good German alternative here: easy to use, with every feature you need.”
M
Mathias
Lawyer, Consultatio Strafverteidiger
1–10 employees
★★★★★
Verified
Zeeg is perfect for my work as an insurance agent!
“Zeeg makes scheduling with my clients easier every day. I send my clients the link, and they can easily book a time that suits them.”
M
Markus
District manager, DEVK
1–10 employees
Excerpts from verified reviews on OMR Reviews, shortened and translated from German.
Read all reviews on OMR →
Integrations

Connect the tools you already use

Calendars, video conferencing, CRMs, payments, analytics and single sign-on: Zeeg connects to the tools your team already works with.

Google Calendar
Outlook
Exchange
iCloud
CalDAV
Google Meet
Zoom
Teams
Webex
alfaview
Demodesk
HubSpot
Pipedrive
Salesforce
Stripe
PayPal
Zapier
Slack
Google Analytics
Meta Pixel
Matomo
Okta
OneLogin
SSO / SCIM
Industries

The scheduling software in other industries

Pricing

Pricing for online scheduling

Start free, forever. Paid plans are priced per user per month, with a 14-day free trial and no credit card required.

Billing interval

Starter

For getting started

Free
Free forever
Get started
Highlights
  • 2 scheduling pages
  • Unlimited events
  • Event notifications
  • Video conferencing

Professional

For freelancers

€12 per user per month billed monthly, or €10 billed annually (16% less), excl. VAT.

Try for free
Everything in Starter, plus
  • Unlimited scheduling pages
  • Workflows
  • CRM essentials
  • API & webhooks

Business

For teams

Most popular plan. €20 per user per month billed monthly, or €16 billed annually (20% less), excl. VAT.

Try for free
Everything in Professional, plus
  • Round-robin
  • Routing forms
  • CRM integrations

Scale

For organizations

€40 per user per month billed monthly, or €30 billed annually (25% less), excl. VAT.

Try for free
Everything in Business, plus
  • Custom objects
  • SSO & SCIM
  • Priority support
AI phone agent: from €49 a month for 250 minutes. It works on its own or with every plan, including the free Starter plan.Minute packages

Large organization? Enterprise comes with custom pricing and a dedicated account manager: Contact sales · Compare all features

FAQ

Frequently asked questions

How does Zeeg's scheduling software for tax advisors work?

Clients open your booking link, pick the right consultation and a free slot, and enter their details. Zeeg checks your calendar in real time, enters the appointment and sends both sides a confirmation.

What does the scheduling software for tax advisors cost?

You start for free, with no credit card. Online payments and workflows come with the Professional plan for €10 per user per month with annual billing. Round robin, routing forms and collective meetings for firms with several advisors come with the Business plan for €16.

Can I make different services bookable separately?

Yes. You create a separate scheduling page for each service, for example first meeting, annual review, setting up a GmbH or ongoing bookkeeping. Each page has its own times, its own advisors and its own rules.

Can I schedule annual reviews with the advisor and the clerk together?

Yes, with a collective meeting. Zeeg then only offers times when everyone scheduled is free. Collective meetings come with the Business plan.

Can I collect the consultation fee right at booking?

Yes. You connect Stripe or PayPal and set a price for each scheduling page. Clients pay by card, SEPA direct debit or PayPal, and they only see the link to the video meeting after paying.

Is Zeeg compatible with DATEV?

Zeeg does not replace DATEV, it complements it: DATEV organises the tax work, Zeeg the appointment booking. Zeeg has no direct DATEV connection.

Is the scheduling software GDPR compliant?

Zeeg stores appointments and contacts encrypted on servers in Europe and signs a data processing agreement with you. On request, Zeeg signs the confidentiality undertaking under § 62a StBerG with your firm's declaration.

How does Zeeg differ from Calendly and TIMIFY?

Zeeg stores appointments and contacts on servers in Europe, connects iCloud and any CalDAV calendar as well as Google and Outlook, and books by phone too with the AI phone agent. TIMIFY charges per location instead of per user. Round robin costs the same at Calendly and Zeeg, €16 per user. As of October 2026.

Try appointment booking for your tax firm

Start your 14-day free trial today. No credit card required.

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