Automate your appointments, reduce no-shows, and grow your practice. Whether you're a solo accountant or a bustling firm, Zeeg's scheduling software for accountants will help you manage tax peak seasons efficiently.
Your #1 appointment scheduling software for accountants
Fill your practice with 24/7 scheduling
Let potential clients book tax consultations when it's most convenient - even outside office hours. Add your scheduling link to your accounting firm's website, email signature, and professional profiles to capture new business around the clock. Never miss an opportunity to connect with clients during tax season and beyond.
Let the booking page prepare your consultations
Add custom fields to gather essential information upfront, like tax year or business type; include your terms and conditions to set clear expectations; remind clients to bring specific documents, from bank statements to expense receipts; and customize automated reminders to prompt clients about upcoming deadlines or required financial data. With Zeeg, your clients arrive prepared, making your meetings more productive from the start.
Say hello to automated booking, good bye to no-shows
Make it easy for clients to book with you. Zeeg's accountant booking software lets them schedule appointments anytime through your website or social media. No more phone tag or email back-and-forth. Set up reminders to cut down on no-shows and keep everyone on track. Your clients get a smooth booking experience, and you get more time to focus on your work.
Ensure every client gets the right accounting expert
With Zeeg's scheduling software for accounting firms, smart routing forms will direct your clients to the right service - whether it's tax, audit, or financial advisory. Gather essential information upfront and automatically assign clients to the most suitable accountant or team.
Manage calendars for solo practices or large firms
Whether you're an independent tax preparer or running a busy accounting firm, our scheduling software for accountants adapts to your practice. Coordinate client meetings across your entire team, assign consultations based on expertise, and maintain a clear view of everyone's availability - essential during tax season and year-round.
Features
Your all-in-one accountant booking software
Online booking page
Transform your website into a client acquisition tool by letting prospects book tax consultations and financial reviews instantly.
Smart intake forms
Save time with customized questionnaires. Gather essential tax information, financial documents, and business details before the first meeting. Walk into every consultation fully prepared.
Automated calendar
Let our accountant scheduling software handle your availability. Set your working hours, block time for tax season preparation, and let clients book your free slots.
Professional routing
Match clients with the right expertise automatically. Whether it's personal tax returns, corporate audits, or financial planning, ensure each client reaches the best-qualified professional in your firm.
Calendar sync
Never double-book again. Sync with the tools you already use, from Google Calendar to Outlook. Your availability updates automatically across all platforms when clients book.
Video consultations
Expand your practice beyond geographical limits. Offer virtual tax consultations, financial reviews, and planning sessions securely. Perfect for busy clients who prefer remote meetings.
Smart reminders
Reduce missed appointments during tax season and beyond. Automated reminders ensure clients remember their bookings and bring the right documents.
Team management
Optimize your firm's efficiency with intelligent workload distribution. Balance appointments across your team while considering specializations and capacity. Perfect for busy seasons.
Data protection
Keep sensitive financial data secure with enterprise-grade encryption. Our EU-based servers and regular security audits ensure your clients' information stays protected. GDPR-compliant by design.
Integrations
Connect with your essential accounting tools
Zeeg integrates with your favorite accounting software, creating a streamlined scheduling workflow for your practice—from tax prep to advisory services.
Google Calendar
Outlook Calendar
Office 365 Calendar
Microsoft Exchange
iCloud Calendar
Google Meet
Zoom
Microsoft Teams
Skype
PayPal
Stripe
HubSpot
Salesforce
Google Analytics
Meta Pixel
Webhooks
Okta
SSO / SCIM
Webex
Whereby
Zapier
Pricing
Plans for everyone
We offer the most generous free plan so everyone can accomplish more.
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