Appointment scheduling software for accountants to manage client meetings, tax prep, and bookkeeping appointments
Streamline your accounting practice with a simple, secure way for clients to book meetings, upload documents, and receive reminders — no more back-and-forth emails.
Trusted by CPAs, bookkeepers, and tax advisors to simplify client scheduling and communication
Let clients book accounting appointments anytime
Stop wasting time coordinating via email. With our accountant scheduling software, clients can book 24/7 from any device. Whether it’s a tax preparation appointment, CPA consultation, or bookkeeping session, you’ll stay organized and stress-free.
- 24/7 self-service booking on any device
- Custom pages for different services (tax prep, bookkeeping, audits)
- Instant confirmations reduce confusion
- Sync with Google, Outlook, or iCloud calendars
Boost attendance and reduce no-shows
Automated reminders and confirmations keep your clients on track. Reschedule & cancellation management is built in — so your practice runs smoothly and no one misses their appointment.
- Automated email and SMS reminders
- Easy rescheduling and cancellation management
- Smart time zone detection for remote clients
- Branded confirmations and follow-ups
Custom intake forms and secure file sharing
Gather tax documents, bookkeeping details, or audit prep files before the meeting. With custom intake forms and secure uploads, you’re prepared for every appointment without chasing paperwork.
- Collect W-2s, receipts, and financial records ahead of time
- Use intake forms to capture client details
- Automated follow-ups keep progress moving
- Store files securely in your connected drive
Clear agenda and calendar management
See all your tax preparation appointments, CPA consultations, and bookkeeping sessions in one central calendar. Manage recurring or one-off meetings with ease and avoid double-bookings across your team.
- Unified view of all client appointments
- Multiple invitees per session for joint consultations
- Round-robin or collective booking for teams
- Real-time updates across all devices
Testimonials
Accountants ❤️ Koalendar
Want happier clients and fewer scheduling headaches? See how CPAs, bookkeepers, and tax advisors are using Koalendar to save time, energy, and sanity!
“We’ve doubled our attendance rates and number of bookings, reduced the time we spent on scheduling by like 12 hours per person, per week, and everything is completely customized with our school’s colors and logo.”
“I use Koalendar to schedule tutoring session with students. I was able to get it set up and sent to students in about 5 minutes. Support was extremely friendly and is a real person rather than a robot or outsourced.”
“I was looking for a free, easy manageable and customisable calendar app for ages. Koalendar offers all that. So I have recommended the app already to 2 of my colleagues.”
“Koalendar has made scheduling meetings and calls so much easier. I no longer have to send over an email with all of the dates/times I am free. I just simply send a link and they can see the times I have open. I love it!”
“This has been a great tool to schedule virtual appointments with my students. I am able to easily provide a link under my signature in my email and on Google Classroom. Students can easily set up an appointment that works for them. This has been a tool for keeping appointments organized.”
“When Doodle dropped their calendar sharing support, I tried different tools but they all didn't provide the features I was looking for. Eventually I found Koalendar and it's exactly what I need. It has a free version, it's easy but flexible to configure and people wanting to book a meeting with me can do it fast and easy.”
“This software has changed the way I hire and interview new hires. With Koalendat it allows the candidates to self-schedule themselves for the interview day.”
Everything accountants need in one simple platform
Built for accounting practices: tax prep, bookkeeping, CPA consultations — all in one place.
- Work seamlessly with Zoom, Google Meet, Gmail, Stripe, and hundreds more via Zapier to keep scheduling, payments, and communication in one place.
- Set up booking links for tax preparation, bookkeeping appointments, or audit prep meetings. Real-time availability keeps your practice running smoothly.
- Send branded confirmations, reminders, and follow-ups directly from your firm’s email so clients never miss a tax appointment, consultation, or review.
- Request file uploads from clients before a meeting. Perfect for W-2s, expense reports, or audit preparation materials.
- Easily set seasonal availability, recurring bookkeeping sessions, or special tax season booking rules. Adjust booking windows to fit your busy periods.
- Protect sensitive financial consultations with password-protected booking pages and restricted access.
- Accountants and staff receive instant notifications for every new booking, cancellation, or change.
- Create complex schedules with ease using visual tools designed for accounting practices. Preview conflicts instantly before publishing.
- Perfect for remote or international clients, Koalendar automatically adjusts meeting times to each participant’s local time.
- Accept payments for consultations or services via Stripe with no extra commissions. Offer discounts or packages as needed.
Integrate with the tools accountants already use
Create booking pages for each service
Automate confirmations and reminders
Collect tax forms and financial documents in advance
Adapt schedules to fiscal periods
Privacy for sensitive client data
Stay updated in real time
Bulk scheduling for tax season
Multi-time zone support
Collect payments upfront
Integrations
Sync your accountant scheduling software with tools you already use
Connect seamlessly to Google Calendar, Zoom, Gmail, Stripe and hundreds more through Zapier, keeping scheduling, communications and payments perfectly in sync.
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Frequently asked questions
Have a different question and can’t find the answer you’re looking for? Reach out to our support team by sending us an email and we’ll get back to you as soon as we can.
Appointment scheduling software for accountants is a digital tool that helps CPAs, bookkeepers, and tax advisors organize meetings and services. It usually includes online booking pages, calendar synchronization, automated reminders, and secure intake forms for financial details. Clients can schedule in a few clicks, reducing administrative work and avoiding double-bookings.
Yes. Koalendar works perfectly for busy tax seasons. You can create dedicated booking pages for tax preparation appointments, CPA consultations, and bookkeeping reviews. Automated reminders and easy rescheduling reduce no-shows and keep your calendar full.
Yes. You can easily embed Koalendar on your accounting website so clients can book without leaving your page. It works on desktop and mobile for CPAs, tax advisors, and bookkeeping firms.
Yes. With Koalendar, accountants and administrators set up unlimited booking links for tax preparation, audits, or consultations. Each page shows real-time availability, so no more double-bookings. Clients simply choose a time that works best and receive confirmations automatically.
Yes. We offer special pricing for accounting firms, bookkeepers, and tax advisors, with discounts of up to 50% depending on the number of staff using the app.
Yes. Koalendar offers a free plan that accountants can use forever. You get unlimited booking pages, integrations with Google Calendar, and automated reminders at no cost. If you need advanced features like branding or payment collection, you can upgrade anytime, but the free version is always available.
Appointment scheduling software for accountants made simple
From tax advisors to bookkeepers, start free with Koalendar’s scheduling software for accountants that cuts admin time and keeps client meetings organized.
Start free today!